Monday -Friday - 9:00 - 18:00 New Zealand Time

 

How You Can Reduce Your Tax Bill

Example Annual Profit: $120,000 Going through the company tax rate at 28%

NZ Resident Individual Tax Rates

  • 10.5% on income up to $14,000

  • 17.5% on income from $14,001 to $48,000

  • 30% on income from $48,001 to $70,000

  • 33% on income from $70,001 to $180,000

  • 39% on income over $180,000

Calculation for $70,000

  1. First $14,000 × 10.5% = $1,470

  2. Next $34,000 (14,001–48,000) × 17.5% = $5,950

  3. Next $22,000 (48,001–70,000) × 30% = $6,600

Total income tax = $14,020

Effective Tax Rate

  • $14,020 ÷ $70,000 = 20.0%
$120,000 0.28 $33,600
     
$70,000 0.2 $14,000
$50,000 0.28 $14,000
    $28,000
     
Saving of   $5,600

1. Sole Trader / Partnership

  • Method: You draw money directly from the business bank account for personal use.

  • Accounting treatment: Treated as drawings, not wages.

  • Tax impact: You pay income tax on the total business profit, not on what you actually withdraw. ACC levies also apply.

  • Tip: Keep a separate business account and record all drawings properly.

2. Company (Limited Liability)

You have two main options:

a) Salary / Wages

  • You put yourself on the company payroll, like any employee.

  • The company deducts PAYE, KiwiSaver, and ACC.

  • The salary is deductible to the company and taxable to you personally.

b) Shareholder Drawings / Dividends

  • Most owners use a mix: a regular salary for living expenses, plus dividends for profit distribution.
  • Paid out of after-tax company profits.

  • Requires filing imputation credits (if available) to reduce double taxation.

  • Dividends are not deductible to the company, but they may carry imputation credits to offset your personal tax.

Most owners use a mix: a regular salary for living expenses, plus dividends for profit distribution.

3. Trust

  • You may be a beneficiary.

  • The trust can distribute income to you (recorded as beneficiary income).

  • Tax is paid at either the trustee rate (39%) or your personal rate depending on distribution.

4. Key Considerations

  • Cash flow: Ensure you leave enough for tax obligations, GST, and expenses.

  • Tax planning: Work with an accountant to balance salary vs. dividends for best tax efficiency.

  • Compliance: Always document drawings, salaries, or distributions correctly (board resolutions for dividends, trustee resolutions for trusts, etc.).

  • ACC & KiwiSaver: Salaries attract both; dividends don’t.

Practical Example (NZ Company Owner):

  • Pay yourself a $70,000 annual salary through PAYE (company expense).

  • At year-end, if profit remains, declare a $20,000 dividend (attach imputation credits if possible).

  • You get steady income and tax efficiency.

New Zealand Tax Accountant.