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Free FBT Shareholder Loan Calculator for New Zealanders

When a NZ company lends to a shareholder-employee at less than the IRD prescribed rate, the shortfall is a fringe benefit. The taxable value is loan principal multiplied by the rate gap.

Your loan

$100,000
$
$1k$1M
0.00%
%
0%15%
8.41%
%
0%15%
FBT payable
$5,377
per year (single rate)

A $100,000 loan at 0.00% against a prescribed 8.41% creates an annual fringe benefit.

Rate shortfall8.41%
Annual benefit value$8,410
FBT @ 63.93%$5,377

About our FBT Shareholder Loan Calculator

Disclaimer: This calculator is for information only and does not constitute financial advice. Real-world figures may differ due to fees, rounding, rate changes, and policy specifics. Always confirm figures with the relevant provider before signing anything.