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

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

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

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

File a foreign investment fund disclosure

Last updated: 23 Oct 2024
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