Tax

Do you pay tax when you buy or sell shares in NZ? It’s not always straightforward. From dividends to the $50,000 FIF rule, this guide explains how tax on shares works so you can invest with confidence.

Tax time doesn’t have to be taxing. Not sure whether you need to pay tax on your overseas shares? We’ve got you. Hatch makes it easy for you to understand what you need to do for your situation.

If you earned less than $200 in dividends from your shares through Hatch, you don't have to do anything at tax time. We're assuming that you haven't earned any other money that the IRD doesn't know about.

Because you earned more than $200 in income that wasn't taxed before you received it (like your dividends through Hatch), you'll have to file a tax return. Hatch gives you everything you need and we'll walk you through how to fill it out.

NZ FIF tax rules apply to investors who invested more than $50,000 NZD in Foreign Investment Funds (FIFs) at any point in the last tax year. This article, along with the data in your Hatch tax report, will give you everything you need to know about what you need to do at tax time.