Tax Centre
Understand your tax obligations when you invest through Hatch.
By Support1 author40 articles
- What do I need to do at tax time for my Hatch investments?
- What do I need to do with my Hatch income at tax time?
- Do I need to pay tax on my dividends?
- Do I need to pay tax when I sell my shares?
- Do I have to file a tax return if I’m under the $200 NZD dividend threshold?
- Can you tell me how much tax I have to pay?
- What is a Foreign Investment Fund (FIF)?
- What do I do with my Foreign Investment Funds (FIF) calculation?
- If I fall under the FIF rules, do I have to include my overseas dividend income separately in my tax return?
- How do I work out what foreign tax credit I’m entitled to if I’m a FIF taxpayer?
- CFC FIF disclosure
- What is investment cost?
- What’s included in my investment cost?
- Is my investment cost the same as my portfolio value?
- Does my investment cost include gains or losses on my investments?
- Can exchange rate changes cause my investment cost to go over $50,000 NZD?
- Does my investment cost decrease when I withdraw my available balance?
- Are Australian shares included in my investment cost or FIF income calculations?
- How does Hatch calculate my investment cost?
- Does transferring shares to or from Hatch impact my investment cost?
- Which exchange rates are used to calculate the NZD value of my investment cost?
- How often is my investment cost updated on my current year Tax Reports page?
- Why do you only show the peak investment cost when I've gone above the FIF threshold and not before?
- What types of income aren’t automatically taxed in New Zealand?
- How do I work out the Jurisdiction of my investments for my tax return?
- What is a share dealer/trader?
- What does investing for a profit mean?
- Can I claim a tax credit on American Depositary Receipts (ADRs)?
- Understanding your Hatch tax reports: where we get the data from
- Foreign Shares and Double Tax Agreements (DTAs) or Tax Treaties