Calculate my foreign investment fund income

All Income tax dates

You can calculate your foreign investment fund online before disclosing it to us.

Our online tool uses the main calculation methods.

Decide if this calculator is for you

This calculator is used by New Zealand tax residents who have foreign investments where the purchase price is over NZ$50,000.

You can calculate using the FDR method or the CV method when you are not FDR eligible.

The cost method may be used if you cannot determine a market value of your investment. You may need an independent valuation.

Foreign investment fund calculator

Calculates using fair dividend rate, comparative value, or cost calculation methods.

Other ways to do this

If you use the cost method to calculate your income or loss, you can disclose online or use our IR449 paper form.

After completing the form, print a copy of the disclosure, sign it and keep it with your tax records.