Disclaimer & about
What FIF Sorted is
FIF Sorted is a free online tool designed to help New Zealand individual investors understand the Foreign Investment Fund (FIF) tax rules and estimate their potential tax obligations. It provides an eligibility checker and a calculation tool for the two main FIF methods (FDR and CV).
Important disclaimer
FIF Sorted is an estimation and education tool only. It does not constitute tax advice and should not be relied upon as a substitute for professional advice tailored to your situation. Tax rules can change, so always verify with Inland Revenue (IRD) or a qualified tax professional before filing.
What this tool does not do
- It does not file your tax return or interact with IRD on your behalf
- It does not account for all possible exemptions, entity types, or edge cases
- It does not cover company or trust-specific FIF rules (these are more complex)
- It does not handle the Revenue Account Method or other less common FIF methods
- It does not provide personalised tax advice
- It does not guarantee accuracy. Tax rules change and calculations are estimates
Accuracy and currency of information
We make reasonable efforts to keep the information on FIF Sorted accurate and up to date. However, tax law can change and interpretations may vary. Nothing on this site should be treated as definitive legal or tax advice. Always consult the IRD website or a qualified tax professional for the most current rules.
No affiliation with IRD
FIF Sorted is an independent tool and is not affiliated with, endorsed by, or connected to Inland Revenue (IRD), the New Zealand government, or any financial institution.
Privacy
FIF Sorted does not collect, store, or transmit any of the values you enter into the calculator or checker. All calculations happen in your browser. We may use privacy-respecting analytics (Plausible) to understand how many people use the site. This does not involve tracking individuals or sharing data with third parties.
About this site
FIF Sorted was built to make NZ's FIF tax rules more accessible to everyday investors. It is a free tool with no paid plans, no upsells, and no financial incentives to steer users toward any particular outcome.
If you spot an error or have a suggestion, please get in touch at fifsorted@gmail.com.