Use this NZ FIF calculator to estimate foreign investment fund income using the fair dividend rate method and the offshore holdings threshold shown in the guide.
Uses the fair dividend rate method at 5% of the opening value. Relevant for many offshore shareholdings once thresholds are crossed. This widget includes a simple fair dividend rate estimate.
Use the live tool above to enter your figures, compare outcomes, and sense-check the result before you rely on it for planning. This page is built for investors with offshore holdings reviewing foreign investment fund exposure in New Zealand.
Check the official IRD guidance for the latest published rules, thresholds, timing, and definitions that apply to FIF.
This calculator provides estimates only and does not replace official IRD calculations.
The guide uses the $50,000 offshore holdings threshold stated in the prompt.
It estimates FIF income as 5% of opening value.
Use the live tool above, enter the amounts that match your situation, and review the estimate together with the official guidance linked on this page.
No. This calculator or guide provides estimates and general information only, so you should still confirm the final position with official IRD guidance or professional advice where needed.
Use the official guidance linked on this page to check the published rules, thresholds, filing expectations, and definitions that apply to FIF.