Tax Centre

Understand your tax obligations when you invest through Hatch.

Kristen Lunman avatar Natalie Ferguson avatar Olivia Soper avatar
17 articles in this collection
Written by Kristen Lunman, Natalie Ferguson, and Olivia Soper

What do I do with my Foreign Investment Funds (FIF) calculation?

How to use calculation spreadsheet to complete your tax return
Olivia Soper avatar
Written by Olivia Soper
Updated over a week ago

What is a Foreign Investment Fund (FIF)?

A Foreign Investment Fund (FIF) is a weirdly complicated name for different types of overseas investments.
Olivia Soper avatar
Written by Olivia Soper
Updated over a week ago

What is a share dealer/trader?

Find out what the behaviours are associated with a trader.
Olivia Soper avatar
Written by Olivia Soper
Updated over a week ago

Do I have to pay tax in the US?

Find out your US tax obligations, if any.
Olivia Soper avatar
Written by Olivia Soper
Updated over a week ago

What types of income aren’t automatically taxed in New Zealand?

Some types of income are not taxed before you receive it. This may need to be included in an individual tax return.
Olivia Soper avatar
Written by Olivia Soper
Updated over a week ago

What is a W-8BEN tax form?

a W-8BEN form is required by the IRS to ensure you pay the right amount of tax in the US
Natalie Ferguson avatar
Written by Natalie Ferguson
Updated over a week ago

Do I need to pay tax on my dividends?

Your US tax is sorted for you. You may have to pay tax on your dividends in NZ.
Natalie Ferguson avatar
Written by Natalie Ferguson
Updated over a week ago

Do I need to pay tax when I sell my shares?

You may or may not need to pay tax. l It depends on your situation and Hatch gives you all the information you need.
Natalie Ferguson avatar
Written by Natalie Ferguson
Updated over a week ago

What does investing for a profit mean?

If you purchase shares with the intention to sell them at a profit, rather than earning dividend income from holding them
Kristen Lunman avatar
Written by Kristen Lunman
Updated over a week ago