The short answer
Not always. Some ASX-listed Australian-resident companies qualify for a specific NZ FIF exemption.
IRD says qualifying Australian listed companies must satisfy requirements beyond merely appearing on the ASX: Australian tax residency, franking-account status and other tests matter. A holding in an Australian-listed fund or foreign-domiciled company should not be assumed exempt.
What to do next
Use Inland Revenue’s ASX-listed exemption guidance for the exact security before including or excluding it from the FIF calculation.
Sharesight
This official website is a relevant starting point for this question. Product access or eligibility depends on where you live and the provider's own requirements.
Visit Sharesight ↗Official website — not an affiliate tracking link. A resource link does not imply that every reader qualifies for its services.
Questions people ask
What is the recommended option for do ASX-listed Australian company shares count toward NZ foreign investment fund calculations?
Not always. Some ASX-listed Australian-resident companies qualify for a specific NZ FIF exemption.
What eligibility limits should be checked for do ASX-listed Australian company shares count toward NZ foreign investment fund calculations?
Yes. This page describes the rule or example for New Zealand. The contract, residence and tax rules in another jurisdiction can differ.
Primary source
Our answer is based on guidance published by NZ Inland Revenue FIF exemptions.
This article explains the published general rule or provider example. It does not establish personal eligibility, a guaranteed allocation or an individual tax outcome.
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