How We Help
International Tax for Individuals
Two countries, one tax position to get right
Moving to or from New Zealand, holding assets offshore or earning income in another country all change what you have to declare here — and the rules rarely line up neatly with the other jurisdiction.
We advise individuals on their New Zealand position: residency, transitional resident status, foreign investment rules and how double tax agreements apply to your particular set of facts.
Where cross-border tax goes wrong
The most expensive international tax mistakes are made by people who assumed the position was obvious, or who relied on advice from the other country without checking the New Zealand side.
- Assuming you stopped being a New Zealand tax resident when you left
- Missing the four-year transitional resident window on arrival
- Overlooking the foreign investment fund (FIF) rules on offshore shares
- Failing to declare overseas rental income or pensions
- Claiming foreign tax credits incorrectly, or not claiming them at all
Where we can help
Residency determination
Working out your actual status under the day-count and permanent place of abode tests.
Transitional resident planning
Making the most of the four-year exemption if you qualify for it.
FIF and offshore investments
Calculating FIF income correctly and choosing the right method.
Double tax agreements
Applying the relevant treaty so the same income isn't taxed twice.
Overseas property
How offshore rentals and disposals are treated in your New Zealand return.
Disclosure and catch-up
Bringing prior years up to date where something was missed.
Why choose Finex for international tax for individuals?
Property specialists
Property is not a sideline for us. Bright-line, interest deductibility, GST on developments and trading stock are everyday territory, not something we look up when it comes up.
Fixed fees, agreed up front
You know what you're paying before we start. No surprise invoices and no meter running when you pick up the phone with a question.
Contact through the year
We keep in touch rather than appearing once a year at filing time, so decisions get made with advice attached instead of afterwards.
Chartered Certified
Finex is an ACCA practice. The work is reviewed, the standards are enforced and your filings are done properly the first time.
The same team every year
You deal with people who already know your structure and your history, not whoever happens to pick up the file this season.
Next Step
Get certainty on your cross-border position
Tell us where you're at and what you need. We'll come back with a fixed fee and a clear next step — no obligation.