Enjoy the benefits of investing in the ANZ PIE FUND
The ANZ PIE Fund could be a smart way to boost your after-tax returns. It operates under special tax rules, so depending on your income tax rate you may benefit from a boost to your after-tax return from 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%.
Investing in the ANZ PIE Fund is easy. When you invest you are issued units in the ANZ PIE Fund. Each unit in the Fund costs $1, so if you invest $500 you receive 500 units.
The ANZ PIE Fund offers competitive returns and invests only in New Zealand dollar deposits with ANZ. This means that through the ANZ PIE Fund you are indirectly investing with New Zealand’s largest bank. Plus you don’t pay any joining, management or monthly fees..
When you invest in the ANZ PIE Fund you can choose different options to suit your needs. We have two different investment options:
If you want the certainty of a fixed term with a fixed return, our Term Option is ideal.
If you want the ability to dip into your savings, our Call Option gives you ready access to your money whenever you need it.
You can invest in either our Call or Term options – or a mixture of both.
How to apply
Read the ANZ PIE Fund Information Brochure below and come into any ANZ branch.
A copy of the ANZ PIE Fund Information Brochure, Terms and Conditions and Financial Statements can be obtained below, from any ANZ Branch, or by calling 0800 269 296.
- ANZ PIE Fund Information Brochure (PDF 327kB)
- ANZ PIE Fund Terms and Conditions (PDF 217kB)
- ANZ PIE Fund Financial Statements (PDF 580kB)
ANZ Investment Services (New Zealand) Limited, the issuer of the ANZ PIE Fund, has elected that the Financial Markets Conduct Act 2013 (FMCA) will apply to all offers of securities in the ANZ PIE Fund made from 1 December 2014. See the notice to the Financial Markets Authority under Part 1 of Schedule 4 of the FMCA confirming that election below.
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 Limited (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 nor 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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