Find my prescribed investor rate (PIR)

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You can use the questions below to work out the prescribed investor rate that applies to you. Once you have worked out your PIR you will need to give it to your PIE, along with your IRD number.

Are you a New Zealand tax resident?

How are your investments held?

By me as an individual
Some (or all) are jointly held
By a trust
A company, charity, unit trust, or non-profit

Note: If your investments are jointly held, each holder needs to find their appropriate PIR. Joint investors need to provide the PIE details of percentage of investments held and the different PIR's for each investor.

Find my prescribed investor rate (PIR)

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?