Taxation in New Zealand

After a severe and protracted economic crisis in the late 1970s and early 1980s, New Zealand radically reformed its tax and banking systems, while also reducing regulation and protectionism, and liberalizing free trade. The results are impressive; the Heritage Foundation’s 2010 survey ranked New Zealand fourth in the world for economic freedom.The New Zealand government also had a tax surplus from 1994 to 2008.

New Zealand does not have capital gains or inheritance taxes. Interest and dividends are taxed as regular income. For individuals, very few expenses are deductible. For example, you cannot deduct mortgage interest or capital losses. The income tax form is short in comparison to the equivalent forms in the United States; for 2010 it consists of forty one “lines.” Property taxes (called “rates”) are low, and apply only to land, not to improvements or other forms of business property. Local city councils collect and spend rates.

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Example of conservative investing results in New Zealand

Let’s look at what would have happened if you bought New Zealand dollars (using US dollars) 4 years ago, held them in a savings account in a bank, and sold them today. To keep the math easy, let’s assume you’re in a low tax bracket and don’t pay taxes (hey, that’s half the US now, right?).

mid-2007: Buy US$100 worth of NZ dollars. Exchange rate = 0.68 USD/NZD, so net = NZ$147.06
mid-2007 to mid-2008: Interest rate for savings account 7.4%, so NZ$157.94 at the end of the year
2008 to 2009: 7.2% –> NZ$169.31
2009 to 2010: 6.0% –> NZ$179.47
2010 to 2011: 5.0% –> NZ$188.45
mid-2011: Exchange NZ$188.45 back to USD. Current exchange rate = 0.81 USD/NZD, so net = US$152.64

That’s a 52% gain over 4 years, or 11% compounded annually. 19% of the gain came from a weakening USD vs. NZD alone.

For comparison, gold has about doubled in USD terms over the same period, but pure USD deposits are up only a few percent.

Social commentary via TV

I was born and raised in the US, and lived in California for most of my life. In late 2006, I moved with my wife and two kids to New Zealand. Even though I’ve traveled quite a bit, I didn’t completely know what to expect living in another country. One thing that surprised me was how I slowly began to see the US in quite a different way when I could see it from the outside.

I’ve had a difficult time explaining this to my friends and family, but I’ve recently had an experience that I thought I would share, to see if it might help get some small part of it across.

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How the health care system in New Zealand works

Here’s the way the health care system in New Zealand works, in a nutshell:

Emergency care is free; routine doctor’s visits to your GP are heavily subsidized (cost is about US$20 per visit); most drugs are heavily subsidized (US$2 to $10 per course); most lab work is free; most in-hospital care is free. That’s the so-called “public” system. The problem is that because it’s free, the supply is limited, which means rationing. The existence of rationing is readily admitted by everyone. The impact of rationing is long waits. In my area, it can take 3 months to get an MRI scan, or up to 6 months to get in to see the one-and-only neurologist in town.

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What’s your is yours, right?

I had an interesting conversation with a friend here in New Zealand today. He told me about a meeting he had with one of the local city Council members about an emergency generator that he had recently installed. They were talking about emergency preparedness, and he asked what the city would do in the event of an extended, wide-scale power outage. The Councilman said they would go around to local firms and individuals with generators, claim them under an emergency declaration, and take them where they were “needed”.

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Short summary of moving to New Zealand

Here’s a short summary of what it took for us to move to New Zealand:

– It took about 9 months to get the visas. Would go much faster if you had a job first.
– It’s much easier to do when you’re under 55 and your kids are under 18. The rules change after that.
– It was challenging to find a job here while still in the US, but it wasn’t impossible. Pay is well below California averages.
– We hoped living expenses would be lower. Unfortunately, while they turned out to be lower in some areas (housing, insurance, property tax), they were much higher in others (food, clothes, imported goods).
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New Zealand energy and telecom investments

Here’s an update on New Zealand from an energy and telecom-oriented investment perspective:

– Broadband Internet is widely available in NZ. Fiber roll-outs are starting. Speeds of 3 Mbps are common in cities; higher in areas where cable is available. Hotspots aren’t perhaps as widely available yet, and when they are, they tend to be outrageously expensive. NZ ISPs charge for data transfer, which does add to the costs. Vodafone and Telecom are perhaps the two largest, but they are by no means the only ones.
– Electricity is relatively cheap in NZ because most of it comes from hydro power, esp. on the south island
– NZ gets much of their own natural gas from the offshore Maui fields. Much more exploration and development has been going on over the last few years.
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Why I like New Zealand

– Very against the Iraq war (even use of an Air NZ jet to just ferry Australian troops to Saudi Arabia caused a huge flap in parliament)
– Anti-nuclear (they don’t allow US warships to dock anywhere in NZ, since the US Navy refuses to certify that don’t carry nukes)
– Simpler tax system (income tax form is like 4 pages long, no death taxes, no capital gains taxes on the sale of your home, extremely low property taxes)
– A sane legal system that doesn’t grant obscene financial awards
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Motivations for moving to New Zealand

I moved from California (Silicon Valley) to New Zealand in Dec 2006, with my wife and two kids.

NZ is 65% the size of California, but only has 10% of the population. Housing is less expensive, property taxes are 95% lower, there are no death taxes, no capital gains taxes on the sale of your home, and it’s beautiful and relatively unpolluted. I’m new to NZ politics, but so far it seems much more under control than in the US. Special interests don’t seem to dominate things here.

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