Taxation NZ

For clients using Strategics' Portfolio Management Service all data relating to taxation is collected and a Taxation Report provides the information required on a IRD 3 Form. If investments are held outside of Strategic these will also need to be added. This will include a Foreign Investment Fund (FIF) calculation report.

Forms & Guides

Tax Rates

Foreign Investment Funds (FIF)


OMNIMax FIF Calculator

A useful tool if your FIF investments are not managed by Strategic.

Tax Residency Forms & Guides

IRD On line Services


NZ Pensions & Allowances

NZ Superannuation, Working for Families, Disability & illness, Invalid's benefit, Sickness benefit, Child support, Student Allowances.

Long Term Residential Care

Socially Responsible Investing

Article from Wikipedia, the free encyclopaedia

Council for Socially Responsible Investment New Zealand