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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.

Calculation methods for the foreign investment fund calculator

Use our online calculator

7 minutes
Foreign investment fund calculator

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

Go to this tool

What happens next

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

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

Last updated: 07 Jul 2021
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