Income Tax Act 2007

Taxation of certain entities - Portfolio investment entities - Entry rules

HM 7: Requirements

You could also call this:

“Rules for becoming and staying a Portfolio Investment Entity (PIE)”

To be a PIE (Portfolio Investment Entity), you need to follow these rules:

You must meet the requirements of the entry rules in sections HM 8 to HM 10, HM 17, HM 18, and HM 20. These rules apply to you depending on your situation.

You have to be one of the types of entities mentioned in section HM 2(2).

You need to choose to become a PIE under section HM 71 or HM 71B.

You must keep following the rules in sections HM 8 to HM 20 that apply to you.

You can’t lose your PIE status under the exit rules in sections HM 24 to HM 30.

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View the original legislation for this page at https://legislation.govt.nz/act/public/1986/0120/latest/link.aspx?id=DLM2888718.

Topics:
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HM 8: Residence in New Zealand, or

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Part H Taxation of certain entities
Portfolio investment entities: Entry rules

HM 7Requirements

  1. For an entity to be a PIE, it must—

  2. meet the requirements of the entry rules in sections HM 8 to HM 10, HM 17, HM 18, and HM 20, as applicable; and
    1. be 1 of the types of entity referred to in section HM 2(2); and
      1. choose under section HM 71 or HM 71B to become a PIE; and
        1. maintain the requirements of the rules in sections HM 8 to HM 20, as applicable; and
          1. not lose PIE status under the exit rules in sections HM 24 to HM 30.
            Compare
            • ss HL 2(2), HL 15(1), (2)
            Notes
            • Section HM 7: inserted, on (applying for the 2010–11 and later income years), by section 292(1) of the Taxation (International Taxation, Life Insurance, and Remedial Matters) Act 2009 (2009 No 34).
            • Section HM 7(c): amended, on , by section 56 of the Taxation (Tax Administration and Remedial Matters) Act 2011 (2011 No 63).