About this Form

This form enables a person that has calculated foreign investment fund income or loss using the cost method to disclose the required information concerning their interests.

When to use this form

This form is used by New Zealand tax residents who have foreign investments where the purchase price is over NZ$50,000.

You can calculate using the CV method when you are not FDR method eligible.

The cost method may be used if you cannot determine a market value of your investment but have obtained an independent valuation.

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