File a portfolio investment entity FIF disclosure, or 10 or more disclosures

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Income tax Dates

MAY 7

AIM instalments are due if you have a March balance date.
MAY 7

Provisional tax payments are due if you have a March balance date and use the standard, estimation or ratio options.
JUL 29

AIM instalments are due if you file GST monthly and have a March balance date.

All Income tax dates

Gather your information

You will need the:

calculation method used
name of the investment
country of incorporation or tax residence
market value in New Zealand dollars at the beginning or end of your income year.

Download and complete the disclosure template

CFC and FIF disclosure template (XLSX 593KB) Download template

Select 'More' in the Portfolio investment entity account after you log in to myIR

Select Upload CFC or FIF disclosures

Select the relevant tax year

Upload and submit your disclosure

Log in to myIR

Other ways to do this

If you have less than 10 disclosures, you'll need to complete the relevant form and send it to us.

File a foreign investment fund disclosure

Last updated: 20 Jul 2023