SEP 30Annual cycle for Reporting NZFIs submitting their CRS information to us for the previous reporting period ended 31 March, extended due to COVID-19.
SEP 30Annual cycle for Reporting NZFIs submitting their FATCA information to us for the previous reporting period ended 31 March, extended due to COVID-19.
SEP 30Annual final date for us to send FATCA information to the IRS for the period ended 31 March.
Foreign trust registration form - IR607
You'll need to attach:
- the trust deed
- amending documents / functional equivalents.
Foreign trust connected person schedule - IR607A
You'll need to provide details for each person connected to the trust and make declarations that they have agreed to provide us with certain information.
Foreign trust settlements and distributions schedule - IR900A
You'll need to provide details of certain settlements on and distributions from the trust.
The contact trustee must also pay the prescribed application fee of $270 inclusive of goods and services tax.
This fee is not payable if all the resident foreign trustees are natural persons and not in the business of providing trustee services.
- See Foreign trust registration form - IR607 for payment details.
Send us the forms and attachments
You can email the forms and attachments to:
Alternatively, you can post them to:
International Revenue Strategy
PO Box 2198