The ANZ PIE Fund offers competitive rates of return and the opportunity to enhance the after tax return on your investment.
The ANZ PIE Fund is a unit trust with Portfolio Investment Entity (PIE) status, so tax is paid at your elected Prescribed Investor Rate (PIR) to a maximum of 28%.
The ANZ PIE Fund only invests in New Zealand dollar deposits with ANZ. This means you are indirectly investing (through the ANZ PIE Fund) in deposits in New Zealand's largest bank, and one of New Zealand's largest companies based on profit and assets.
The ANZ PIE Fund - Term Option has been designed for customers who want tax effective, competitive returns with the assurance of receiving a fixed rate of return for a fixed term.
The ANZ PIE Fund - Call Option has been designed for customers who want tax effective, competitive returns with the flexibility of ready access to your money.
A Prospectus for the ANZ PIE Fund has been registered with the Registrar of Financial Services Providers. A copy of the Prospectus can be obtained below, or you can request a copy to be sent to you by calling 0800 269 296.
Investments in the ANZ PIE Fund issued by ANZ Investment Services (New Zealand) Limited do not represent deposits or liabilities of ANZ Bank New Zealand Limited or Australia and New Zealand Banking Group Limited (together “ANZ Group”). Neither ANZ Group or The New Zealand Guardian Trust Company (the "Trustee") stand behind or guarantee ANZ Investment Services (New Zealand) Limited. Investments are subject to investment risk, including possible delays in repayment, and loss of income and principal invested. Neither ANZ Group or the Trustee will be liable to you for the capital value or performance of your investment.
A copy of the Bank's General Disclosure Statement under the Reserve Bank of New Zealand Act 1989 is available on this website or on request from any ANZ branch, free of charge.
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