Invest In New Zealand. Trusted Country, Stable Economy.
Put your capital to work in one of the world’s most transparent and well-governed economies*, through loans secured over New Zealand property, earning monthly distributions, in an Invest NZ approved fund under the NZ Investor Visa (Growth Category). Eligible non-resident investors pay 1.44%* tax on NZ-source interest income by investing into a NZ PIE fund.
* New Zealand is ranked in the top 5 globally for transparency. Source: Transparency International Corruption Perceptions Index 2023. New Zealand is widely regarded for stability, transparency and strong governance. Source: World Bank Worldwide Governance Indicators. The 1.44% rate applies to NZ-source interest income for eligible Notified Foreign Investors in a foreign variable-rate PIE; full criteria and IRD source appear in the tax section below.
Approved for the NZ Investor Visa: Growth Category
The Blossum Wholesale Investment Fund is included on Invest New Zealand’s Acceptable Managed Funds list, confirming the Fund qualifies as an acceptable investment under the NZ Investor Visa Growth Category.
An investor migrant can provide the Invest NZ approval confirmation as evidence of an acceptable investment at visa application, no separate fund-level approval required.
Verify approval on nzte.govt.nzNZ SME Private Credit: Simply Explained
Capital is deployed as loans to New Zealand small and medium businesses, supporting real-economy growth, employment and productivity, aligned with the NZ Investor Visa mandate for genuine economic contribution.
Eligible Non-Resident Investors Pay 1.44%* Tax on NZ Interest Income
Through New Zealand’s PIE (Portfolio Investment Entity) fund structure, non-resident investors who register as Notified Foreign Investors (NFI) are taxed at 1.44%* on NZ-source interest income. Eligible non-residents only.
This rate is set under New Zealand law and applies specifically to interest income earned in a qualifying PIE fund. The Blossum Wholesale Investment Fund is structured as a PIE.
View IRD source: Non-residents’ PIE income0%
1.44%*
15%
28%
Non-residents who are not NZ tax residents, not a controlled foreign company, not a non-resident trustee of an NZ trust, and not a foreign investment fund in respect of which a New Zealand resident has an income interest of 10% or more.
Notify the fund that you are a Notified Foreign Investor and provide your full name, date of birth, home country address, and your country’s tax identification number (TIN). Our team assists you through onboarding.
As a simplified example: if you are a Notified Foreign Investor, on a NZD $5M investment, NZ-sourced interest attributable to you is taxed at 1.44%* and paid at the fund level. The distributions to you are not subject to further NZ tax; and no NZ income tax return is required for this income.
Secured Lending Across New Zealand’s Real Economy
100% NZD-denominated private credit financing to productive NZ businesses, no direct overseas market exposure, meeting the NZ Investor Visa Growth Category acceptable investment criteria.
How We Manage Portfolio Risk
Strict portfolio construction rules, monitored by the Investment Committee on a regular basis.
To maintain a disciplined strategy the Fund excludes:
Investment Committee: formal portfolio oversight and regular review
Independent Advisory Board: deep credit and governance expertise
Clearly defined delegated authority framework
Active monitoring: risk metrics, diversification and compliance reviewed regularly
NZ Investor Visa Pathways
The Blossum Wholesale Investment Fund is an acceptable investment under both NZ Investor Visa categories. Choose the pathway that fits your investment level and lifestyle requirements.
The minimum investment in the Blossum Wholesale Investment Fund is NZD $1M. The full NZ Investor Visa Growth Category requirement is NZD $5M; investors can allocate their full $5M to Blossum, or spread across multiple approved funds for diversification. Our team can walk you through the options. Seek independent financial and immigration advice for your circumstances.
Your Path to New Zealand Starts Here.
Request the Information Memorandum, review full fund details, returns, risk factors and subscription terms. Our team will personally guide you through every step of the NZ Investor Visa investment process.
We have Cantonese and Mandarin-speaking Investment Managers available to talk you through the Fund in your language.
Wholesale investors only. Returns are not guaranteed and may vary. Past performance is not a reliable indicator of future performance, and capital is at risk. * The 1.44% rate applies to eligible Notified Foreign Investors only; full criteria and IRD source in the tax section above. T&Cs apply.
