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Budget 2025 | The Government has introduced changes to Working for Families and KiwiSaver as well as introducing Investment Boost: an immediate tax deduction when acquiring new business assets. Find out more: www.budget.govt.nz

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On this page you can find documents relating to the high-wealth individuals research project.

Tax Policy reports

Tax Policy report - Update May 2021 (PDF 635KB) Download report
Tax Policy report - Update Sep 2021 (PDF 472KB) Download report
Tax Policy report - Update Dec 2021 (PDF 303KB) Download report
Tax Policy report - Update Apr 2022 (PDF 2MB) Download report
Tax Policy report - Update Jul 2022 (PDF 731KB) Download report
Tax Policy report - Update - GST distributional analysis Jul 2022 (PDF 833KB) Download report
Tax Policy report - Update - Listed company workstream Aug 2022 (PDF 491KB) Download report
Tax Policy report - Update Nov 2022 (PDF 345KB) Download report
Tax Policy report - Update Feb 2023 (PDF 100KB) Download report
Tax Policy report - Update - HWI report release Mar 2023 (PDF 69KB) Download report
Tax Policy report - Update on approaches to improve the measurement of high wealth Mar 2023 (PDF 328KB) Download report


Briefing notes

Briefing note - Effective Tax Rate calculation Jun 2021 (PDF 583KB) Download notes
Briefing note - Length of historical collection for HWI Research Project Aug 2021 (PDF 268KB) Download notes
Briefing note - Representativeness of the wealth project population Nov 2021 (PDF 328KB) Download notes
Briefing note - GST modelling May 2022 (PDF 707KB) Download notes
Briefing note - Approach to related persons in High Wealth Individuals Project Aug 2022 (PDF 702KB) Download notes
Briefing note - Distributional modelling Oct 2022 (PDF 299KB) Download notes
Briefing note - Questions on the HWI report from 2 May May 2023 (PDF 593KB) Download notes
Briefing note - Questions you asked about the HWI report May 2023 (PDF 317KB) Download notes
Briefing note - Sales of controlled companies Jun 2023 (PDF 276KB) Download notes


Privacy impact assessments

Privacy impact assessment Dec 2021 (PDF 2MB) Download report
Privacy impact assessment addendum Oct 2022 (PDF 507KB) Download report
Privacy impact assessment second addendum Oct 2023 (PDF 236KB) Download document


Questionnaire guides

Family details collection questionnaire guide Nov 2021 (PDF 268KB) Download guide
Entity questionnaire guide Feb 2022 (PDF 419KB) Download guide
Financial questionnaire guide Jun 2022 (PDF 1MB) Download guide
Supplemental Financial Statement Guide Aug 2022 (PDF 278KB) Download guide


Information sheets

Information sheet 1 Oct 2021 (PDF 692KB) Download fact sheet
Information sheet 2 Feb 2022 (PDF 782KB) Download fact sheet
Information sheet 3 May 2022 (PDF 188KB) Download fact sheet


Peer review comments

Peer review comments - C Elliffe Feb 2023 (PDF 635KB) Download report
Peer review comments - P Skov Mar 2023 (PDF 94KB) Download report


Supplemental information

Data pack - summary of graphs Mar 2023 (XLSX 878KB) Download worksheet
Supplemental data - net worth, economic income and business multiples Oct 2023 (XLSX 115KB) Download document
Last updated: 08 Nov 2023
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