What you will need the market value of your investments at the beginning of your income year - see Note below for the comparative value method the exchange rate of your investments at the end of your last income year company names and share classes you have invested in the number of shares owned at the beginning of your income year shares acquired and or disposed of during your income year the monetary value of any gross dividends received the date of the transactions the currency in which the transactions were conducted the foreign currency exchange rate to New Zealand dollars the market value of your investments at the end of your income year if you wish to use the CV method. Note: For the comparative value method this is at the beginning and end of your income year. Note the market value at the beginning of the income year is the market value at the end of your last income year You are permitted to use either the exchange rate on the day of the transaction, or the average of the close of trading spot exchange for the 15th day of each month. If you are using the exchange rate for the 15th of the month, this can be obtained from our mid month overseas currency rates tables . If you are using the exchange rate of the day of transaction, you will have to enter the correct rate according to your own records. an independent valuation/revaluation of your