No spreadsheets required. These tools handle the mechanics so you can focus on the decisions.
Compare FDR, Comparative Value and Cost Method side by side. Check whether you're above the $50,000 threshold and find your lowest legal FIF income for 2025 - 26.
Find your correct Prescribed Investor Rate for KiwiSaver and PIE funds. Using the wrong PIR means a year-end tax bill - or permanently overpaying. Takes about 60 seconds.
See what management fees actually cost you over 10, 20 and 30 years. Small percentage differences compound into large dollar amounts - this tool makes that visible.
Find the cheapest NZ investing platform for your portfolio size and contribution amount. Compares Sharesies, Hatch, InvestNow and Kernel side by side - including the 5-year cost difference.
Find out if you are on track for the full $260.72 KiwiSaver government contribution this year. Enter your contributions so far and see exactly what you will receive - and what you need to contribute to get the maximum.
Each calculator is built around a topic covered in The Southern Portfolio newsletter. Read the articles for the context, use the tools to run your own numbers.
One issue a week on investing from New Zealand - the context behind the numbers.
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