Will you send me an End of Year Tax Statement?
Yes. A tax statement will be sent each year between April and June to all investors summarizing the tax on investment income position for the prior tax year (to 31 March). If you owe tax to IRD, we will sell down some of your units and pay this to IRD on your behalf. If you are due a tax refund, we will claim this from IRD and buy units in the fund on your behalf. If you withdraw from a fund, tax will be paid or refunded at that time. There is no need to include this information in your personal tax return as the Fund will have taken care of it for you.
If you would like to read more about PIE tax, the IRD website has a good overview that you can access.
Popular questions
- Who can join KiwiSaver?
- When can I make a KiwiSaver retirement withdrawal?
- How do I calculate my PIR rate?
- What should I do if my PIR rate changes?
- What is the fee structure for Fisher Funds Managed Funds?
- How are fees deducted from my investment in Fisher Funds Managed Funds?
- How do I make a withdrawal?
- How do I transfer my unit trust holding to another person or trust in the same fund?
- When can I access my KiwiSaver funds?
- How easy is it to change KiwiSaver provider?
- Can I access my account online?
- Can I transfer funds from another NZ super scheme into my KiwiSaver account?
- How do I make KiwiSaver contributions?
- On my pay slip I see KiwiSaver contributions deducted from my wages, where do these go?
- Will you send me an End of Year Tax Statement?