Calculators

Perform some basic investing related calculations:

More calculators can be found on our Spreadsheets page.

PIE effective interest rate calculator

PIE savings products can offer tax benefits to those in the 30%, 33%, or 39% tax brackets, given they’re taxed at a maximum rate of 28%. This calculator can be used to work out the effective tax rate of a PIE product for such taxpayers.

Further Reading:
The ultimate guide to bank and savings accounts in New Zealand
Sharesies Save, Kernel Save, Squirrel On-Call – Good places to keep your money?

NZ Dividend Calculator

Calculate the net dividend you’ll receive for a given NZX listed company, based on the number of shares you own.

Dividend Amount and Imputation for each NZX company is available at the following URL:
https://www.nzx.com/instruments/<ticker code>/dividends
Replace <ticker code> with the company’s ticker code e.g. AIR for Air New Zealand. Or search the NZX website to find the company you’re looking for.

Further Reading:
Dealing with Dividends – 5 things to know about them

NZX Brokerage Calculator

Calculate the brokerage fee for buying NZX shares on Sharesies, ASB Securities, and Jarden Direct.

Further Reading:
Buying shares on the NZX – Sharesies vs ASB Securities and Jarden Direct

ASX Brokerage & FX Calculator

Calculate the brokerage and FX fees for a single investment transaction for ASX shares on Sharesies, Interactive Brokers, or Tiger Brokers. All fees in AUD.

Further Reading:
How to invest in Australian shares from New Zealand

US Brokerage & FX Calculator

Calculate the brokerage and FX fees for a single investment transaction for US shares on Sharesies, Hatch, Stake, Interactive Brokers, or Tiger Brokers. All fees in USD.

Further Reading:
Buying shares in the USA – Sharesies vs Hatch vs Stake

FIF Tax Calculator

Calculate taxable income and tax liability on Foreign Investment Fund (FIF) investments using the Fair Dividend Rate (FDR) method, Comparative Value (CV) method, and de minimis exemption (which can be applied by investors whose cost of their FIF investments did not exceed $50,000 NZD at any time of the year).

This calculator is for informational purposes only and does not constitute tax advice, nor should it be used to perform an authoritative calculation of your FIF taxes. Consider talking to a tax professional for advice on any FIF tax matters.

Further Reading:
Tax on foreign investments – How do FIF and Estate Taxes work?

KiwiSaver Fees Calculator

Compare the total fees between two KiwiSaver funds.

Further Reading:
The ultimate guide to KiwiSaver funds and schemes

All Resources