The following documents, forms and links will help you manage your ANZ KiwiSaver Scheme account.
A product disclosure statement for the ANZ KiwiSaver Scheme has been lodged on the scheme's offer register at business.govt.nz/disclose.
|Early withdrawal forms|
|Retirement withdrawal forms|
Australian sourced funds only
|Inland Revenue forms|
|Trans-Tasman transfer forms|
Transfers from Australia to New Zealand
If your Australian provider does not have their own transfer form, please use the following form to transfer your Australian superannuation to your KiwiSaver account.
Our Trans-Tasman Transfers Guide (PDF 28kB) provides information to help you through the transfer process.
Regulations that govern Trans-Tasman Portability statutory declarations have changed to make it easier for you to transfer your Australian super to New Zealand. Now you are allowed to complete a New Zealand statutory declaration, and have it witnessed by a New Zealand witness.
If your Australian provider has their own application form, but does not have their own New Zealand statutory declaration, please use the following statutory declaration to transfer your Australian superannuation to your KiwiSaver account.
Transfers from New Zealand to Australia
Before applying to transfer your KiwiSaver savings, we recommend that you contact the trustee of your Australian complying superannuation scheme to check if they are accepting transfers of KiwiSaver savings and what their specific requirements are. We are currently only aware of a limited number of Australian providers who will accept KiwiSaver transfers. Please call us on 0800 736 034 for more information.
See documents and forms for the ANZ Default KiwiSaver Scheme.
- KiwiSaver calculator and tools
- Prescribed investor rate (PIR) update form (online)
- Acceptable forms of identification and address verification
- ANZ FutureWise website
- ANZ Investments website
- Inland Revenue (Government website)
- Housing New Zealand (Government website)
- KiwiSaver (Government website)
- Sorted (Government website)
Further information about the ANZ KiwiSaver Scheme is available on Disclose. Disclose is a website that contains two registers – an offer register and a scheme register. These include current information on the scheme including the governing document, financial statements, statement of investment policy and objectives (SIPO), and product disclosure statement (PDS). Search ‘ANZ KiwiSaver Scheme’ on both the offer and scheme register.
ANZ New Zealand Investments Limited is the issuer and manager of the ANZ KiwiSaver Scheme. Important information is available under terms & conditions. Download a copy of the ANZ KiwiSaver Scheme guide and product disclosure statement (PDF 1.36MB), or ask for a copy in any ANZ branch.
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