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If any details are wrong or have changed for connected persons of a New Zealand foreign trust, you, the contact trustee, will need to update them.

Gather your information

You'll need the connected person's:

  • role
  • taxpayer identification number
  • contact details
  • end date, if they were removed from the trust
  • all documents that support updating the connected person's details.

Update connected person details in myIR

From the homepage in your myIR account, select:

  • your 'NZ foreign trust' account
  • 'Manage connected persons' under the 'I want to...' section
  • 'View' next to the connected person whose details you want to update
  • 'Modify the connected person details' under the 'I want to...' section.

Update the person's details

Tell us the person's tax status

If any changes, you'll need to tell us the connected person's:

  • jurisdiction of tax residence
  • IRD number, if applicable
  • taxpayer identification number in the other country or territory.

If a person does not have a taxpayer identification number, you must tell us the reason. For example, the:

  • jurisdiction does not issue taxpayer identification numbers
  • person is not required to have one in their jurisdiction of tax residence.

Update their contact details

If any changes, let us know the connected person's:

  • email address
  • phone number, including the country code
  • postal address.

Tell us their end date, if applicable

If the connected person was removed from the trust, select their end date.

Upload supporting documents

You'll need to attach all documents that amend or supplement the trust deed - for example, deeds appointing and removing trustees.

Review and submit

Make sure you have the right details for the connected person you're changing. If you need to make changes, click the tab you need to fix.

Log in to myIR

What happens next

You'll get a confirmation number and be able to see your request under the 'Submitted' tab of your 'NZ foreign trust' account.

We'll aim to add these updates to the connected person's details within 3 working days. We'll contact you if we need more information.

If you want to use a paper form to update the details of connected persons, fill in and send us a New Zealand foreign trust connected person schedule - IR607A form.