File a portfolio investment entity FIF disclosure

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.

Other ways to do this

If you are not a portfolio investment entity, complete the disclosure when you file your tax return.

Was this page helpful?

Yes

What did you like about this page?

This isn't what I was looking for.

There aren't enough examples.

The information is hard to understand

The information doesn't solve my issue.

Other

Please tell us how we could improve this page?

Thanks for sharing your opinion! Your feedback has been received.

Sorry there was an issue submitting your feedback, please try again later.