FIF tax, finally easy to understand.
Investing overseas through Sharesies or Hatch? You might owe tax under New Zealand's Foreign Investment Fund (FIF) rules. FIF Sorted helps you figure out if the rules apply to you, and if so, how much you might owe.
Three steps to FIF clarity
Check if it applies
Answer 6 quick questions to find out whether FIF rules apply to you at all. Many investors are under the threshold or otherwise exempt.
Start the checkerCalculate your income
If FIF does apply, use our calculator to estimate your taxable income under the two methods: FDR (5% of opening value) and CV (change in value). You pick the lower one.
Open the calculatorUnderstand the rules
Read our plain-English guides to understand what FIF is, how the $50k threshold works, and what the Australian share exemption means for you.
Browse the guidesBuilt for everyday Kiwi investors
FIF Sorted is for people who invest overseas through platforms like Sharesies, Hatch, or Interactive Brokers, not for fund managers or large trusts. If you hold international ETFs or US shares and have wondered “do I need to do anything about this at tax time?” this is for you.
- Plain English, no tax jargon without an explanation
- Free to use, no account, no upsells
- Covers FDR and CV methods side by side
- Includes the $50k threshold and Australian exemption checks
Ready to get FIF sorted?
Takes about 2 minutes. No sign-up required.
Start the eligibility checkerFIF Sorted is an estimation and education tool only, not tax advice. Full disclaimer