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Company Tax vs Sole Trader: Choosing the Right Business Structure in NZ

Compare the tax implications of operating as a sole trader versus a company in New Zealand for 2025-26, including rates, admin costs, and when each structure wins.

Published 10 April 2026 · Reviewed by NZ Tax Tools Editorial Desk

The Two Main Options

When you start a business in New Zealand, the structure you choose determines how your profits are taxed, what paperwork you file, and your personal liability.

The two most common structures are:

FeatureSole TraderCompany (NZ Ltd)
Tax ratePersonal rates (10.5% – 39%)Flat 28% on company profits
Legal entityYou = the businessSeparate legal person
LiabilityUnlimited personal liabilityLimited to company assets
Setup costFree (just start trading)$115 Companies Office registration
Annual filingIR3 tax returnCompany IR4 return + annual return ($53)
ACCEarners’ + working safer leviesSame, but on shareholder-salary
GSTRequired if turnover > $60,000Same threshold

How Each Structure Is Taxed

Sole trader

All business profit flows directly to your personal tax return. You pay tax at your marginal rate:

Taxable incomeRate
$0 – $15,60010.5%
$15,601 – $53,50017.5%
$53,501 – $78,10030%
$78,101 – $180,00033%
$180,001+39%

Company

The company pays a flat 28% tax on all profits. You then have three main ways to extract money:

  1. Shareholder salary: Deductible for the company, taxed at your personal rates
  2. Dividends: Paid from after-tax profits, with imputation credits attached
  3. Drawings against a current account: Must be managed carefully to avoid deemed dividends

Most owner-operators use a combination of salary and dividends to optimise their overall tax position.

When the Company Structure Wins

The 28% company rate becomes advantageous when your personal marginal rate exceeds 28%. That happens at $53,501 (where the 30% rate begins). But the real savings come when you can retain profits in the company rather than drawing them all out.

Scenario: $120,000 business profit

Sole TraderCompany
Business profit$120,000$120,000
Company tax (28%)
Shareholder salary$70,000
Company taxable profit$50,000
Company tax on $50,000$14,000
Personal tax on $120,000$27,460
Personal tax on $70,000 salary$14,020
Total tax$27,460$28,020

Wait — the company option is slightly more expensive? That’s because we’re extracting most of the profit. The company wins when you retain earnings:

Company (retain $50k)Company (dividend $50k)
Company tax$14,000$14,000
Personal tax (salary)$14,020$14,020
Dividend tax (top-up to 33%)$2,500
Total tax$28,020$30,520
Cash retained in company$36,000$0

If you retain the $50,000 in the company for future investment or business growth, you’ve deferred $2,500 in personal tax. Over multiple years, this deferral compounds.

When the Sole Trader Wins

For most Kiwis earning under $70,000 from their business, staying as a sole trader is simpler and often cheaper:

  • Your effective tax rate on $70,000 is about 20% — well below the 28% company rate
  • No company registration, annual return fees, or separate accounting
  • No complexity around shareholder salaries and dividends
  • Losses flow directly to your personal return (useful in early years)

Look-Through Companies (LTCs)

An LTC is a hybrid: it has the limited liability of a company, but profits and losses flow through to shareholders’ personal returns — like a sole trader for tax purposes.

LTCs suit businesses that:

  • Want limited liability but have owners in the 28% or lower bracket
  • Expect early-year losses they want to offset against personal income
  • Have five or fewer shareholders (all natural persons or other LTCs)

Note: LTCs can’t retain profits at 28% — all income is taxed at personal rates.

Key Takeaways

  • Under $70,000 profit: Sole trader is usually simpler and cheaper
  • $70,000 – $120,000: Company may help, but mainly if you can retain profits
  • Above $120,000: Company structure increasingly valuable for tax deferral
  • The company rate is 28% — you save when your marginal rate exceeds this and you retain earnings
  • Don’t forget the admin costs: company returns, accounting fees, and annual filing add $1,000–$3,000/year
  • LTCs offer a middle ground with limited liability and personal tax rates

Use the company tax calculator and sole trader tax calculator to compare your specific situation.

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Last updated 1 May 2026Tax year 2025-26

Data sources: Inland Revenue (ird.govt.nz)

This tool is general information only, not financial advice.

Reviewed by NZ Tax Tools Editorial Desk

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