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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.

Log in to myIR

Select the Portfolio investment entity account

Select the Portfolio investment entity account

Select the March period for the relevant tax year

Select the March period for the relevant tax year

Go to I want to and select More

Go to I want to and select More

Select Upload CFC or FIF disclosures

Select Upload CFC or FIF disclosures

Upload and submit your disclosure

Upload and submit your disclosure

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