Find my prescribed investor rate (PIR)

You can use the questions below to work out the prescribed investor rate (PIR) that applies to you. For example, you invested in a multi-rate PIE in June 2020. The PIR applying to your investments for the current tax year, ending 31 March 2021, is based on your income for each of the last 2 tax years, which ended:

31 March 2019
31 March 2020.

Once you've worked out your PIR, make sure you give it to your PIE.

Tax residency status

Before answering these questions, you'll need to know your tax residency status.

Keep in mind that if you're an individual and have a 4-year temporary tax exemption, you can use a 0% PIR if you invest in a zero-rate PIE.

Tax residency status for individuals

Tax residency status for companies

Temporary tax exemption

Find my prescribed investor rate (PIR)

Tax residency status

Are you a New Zealand tax resident?

How are your investments held?

In one of the last two tax years to 31 March, was your taxable income $14,000 or less and your taxable income plus your PIE income $48,000 or less?

In one of the last two tax years to 31 March, was your taxable income $48,000 or less and your taxable income plus your PIE income $70,000 or less?

Te rapu i taku pāpātanga kaihaumi tūtohu (PIR) Find my prescribed investor rate (PIR)

Tax residency status

Are you a New Zealand tax resident?

How are your investments held?

In one of the last two tax years to 31 March, was your taxable income $14,000 or less and your taxable income plus your PIE income $48,000 or less?

In one of the last two tax years to 31 March, was your taxable income $48,000 or less and your taxable income plus your PIE income $70,000 or less?

Find my prescribed investor rate (PIR)