Question Category: Tax

April 12th 2023

What is a U.S. Publicly Traded Partnership (PTP) and how are these securities taxed?

A U.S. publicly traded partnership (PTP) is a business organisation owned by two or more co-owners whose shares are regularly traded on an established….

October 13th 2021

Where can I find my dividend statements?

Superhero provides two types of dividend statements: Income Report: Shows your dividends between the dates selected. Attribution Managed Investment Trust Member Annual Statements: detailed….

October 13th 2021

What reports does Superhero provide?

Superhero does not provide taxation advice, but does provide a number of reports free of charge when you sign up for a trading account that….

July 15th 2021

Can I add my IRD number after completing the tax questionnaire?

You sure can. If you would like to add or change the internal revenue department (IRD) number you initially provided Superhero during our tax….

July 15th 2021

How do I provide my tax details?

If you need to provide your tax details, or if you have made a mistake when completing our tax questionnaire, please contact us on….

July 15th 2021

What is a W-8BEN?

A W-8BEN is a form relevant to you if you’re not a US citizen or tax resident and you trade US shares or ETFs….

July 15th 2021

How do I provide my IRD number to Superhero?

You will be asked to provide your IRD number to Superhero during our tax questionnaire when you make your first deposit with Superhero. If….

July 15th 2021

Where does Superhero store the information that I provide?

Superhero stores your information securely in keeping with our Privacy Policy. We operate in accordance with the New Zealand Privacy Act 2020 (the Privacy….

July 15th 2021

Why do I need to complete a tax questionnaire?

In order to meet both tax reporting and withholding obligations, we need to ask you for some information regarding your tax residency status. You….

July 15th 2021

Why does Superhero need my tax information?

For us to meet our tax reporting and withholding obligations, we need more information from you when you make your first deposit with Superhero.….