Financial Adviser Tax Calculator New Zealand
Estimate what you could get back as a financial adviser in New Zealand. Applies New Zealand marginal rates and the ACC earners’ levy. Free, and no sign-up.
What financial advisers can claim in New Zealand
- Financial Advice Provider licence
- FMA levies and disclosure costs
- Professional indemnity insurance
- Financial Advice NZ membership
- Research and modelling software
- Continuing professional development courses
- Client seminar costs
- Home office square metre rate
- Kilometre rate vehicle claims
- ACC CoverPlus levies
- GST registration and returns
- Tax agent fees for IR3
In New Zealand salary and wage earners generally cannot claim work-related expenses at all, so every deduction listed below applies to the self-employed, contractors and sole traders who file an IR3 and pay their own ACC levies and provisional tax.
You can only claim the work-related portion, you must have spent the money yourself without reimbursement, and you need a record to prove it.
Frequently asked questions
What can a financial adviser claim on tax in New Zealand?
Commonly claimed deductions include financial advice provider licence, fma levies and disclosure costs, professional indemnity insurance, financial advice nz membership. In New Zealand salary and wage earners generally cannot claim work-related expenses at all, so every deduction listed below applies to the self-employed, contractors and sole traders who file an IR3 and pay their own ACC levies and provisional tax.
How much tax does a financial adviser pay in New Zealand?
It depends on your income. The calculator applies New Zealand marginal rates and the ACC earners’ levy.
Do I need to sign up to use this calculator?
No. This calculator is completely free and requires no account. Nothing you enter is saved.
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Estimate only — not tax advice. Confirm with the IRD or a registered tax professional.