Tax

What tax do I pay on investments, how does tax work on Sharesies?

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12 articles in this collection
Written by Sharesies Help

Tax

You pay tax on income from your investments in Australian, NZ, and US companies and exchange-traded funds (ETFs), and NZ managed funds.
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Written by Sharesies Help
Updated over a week ago

Kids Account tax

Tax on Kids Accounts works the same as tax on regular Sharesies accounts.
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Written by Sharesies Help
Updated over a week ago

Tax on American depositary receipts (ADRs)

You pay tax on dividends you receive from investing in ADRs. This tax is paid before the dividend is paid into your Sharesies Wallet.
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Written by Sharesies Help
Updated over a week ago

Prescribed investor rate (PIR)

What’s a prescribed investor rate (PIR)?
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Written by Sharesies Help
Updated over a week ago

Portfolio investment entity (PIE) fund income tax

You pay tax on income from a portfolio investment entity (PIE) based on your prescribed investor rate (PIR).
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Written by Sharesies Help
Updated over a week ago

Tax residency

Information about what tax residency is and how it affects how much tax you pay on your US shares.
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Written by Sharesies Help
Updated over a week ago

Tax statements

In April each year, we’ll provide a tax statement showing your income for tax purposes for the year ended 31 March.
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Written by Sharesies Help
Updated over a week ago

Tax credits

A tax credit reduces the amount of income tax you might need to pay on your New Zealand investments.
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Written by Sharesies Help
Updated over a week ago

Tax glossary

Jargon-busting tax terminology.
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Written by Sharesies Help
Updated over a week ago

End of the tax year

Information to help you figure out what to do end of the tax year.
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Written by Sharesies Help
Updated over a week ago

Am I a share trader for NZ tax purposes?

What’s a share trader, what happens if I am one, and who should I report it to?
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Written by Sharesies Help
Updated over a week ago

Automatic Exchange of Information (AEOI)

Why we need to collect, report, and exchange tax information.
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Written by Sharesies Help
Updated over a week ago