Managing your investment

View and manage your investments anywhere, anytime via ANZ Internet Banking and goMoney. 

• Check your balance
• View past transactions
• Find out how your investment has performed
• Make additional investments by transferring money directly from your ANZ transaction account
• Check which fund(s) you're invested in
• Check your prescribed Investor Rate (PIR)

How to register:

• Internet Banking
• goMoney app

You can make additional investments in OneAnswer Multi-Asset-Class and Single-Asset-Class Funds anytime, either as one-off lump sums or regular direct debits. There's no minimum investment amount, and you won't be charged a fee for adding to your investment.

• It will usually take up to three business days for your investment to reach your investment account, and up to five business days to show in ANZ Internet Banking and goMoney.
• Include the following information with your payment, otherwise we won’t be able to credit your payment to the correct account:
  Your surname
  Your date of birth (DDMMYYY)
  Your investor number or ANZ customer number or IRD number
• If you’re invested in more than one fund, any additional investments you make will be allocated at the same percentage as last time. If you wish to change how your future investments are allocated, you’ll need to complete a Transaction Form (at the back of the OneAnswer Multi-Asset-Class Fund or OneAnswer Single-Asset-Class Fund product disclosure statement) before making your next investment.
• The unit price you'll receive is as at the time your additional investment is processed. The unit price may have changed from when you made your investment request.
  
  

Because the OneAnswer Multi-Asset-Class Funds and the OneAnswer Single-Asset-Class Funds are flexible, you can withdraw one-off lump sums anytime or make regular withdrawals to supplement your income – the choice is yours.

To make a lump sum withdrawal, or to set up regular withdrawals, simply complete and return a withdrawal form.

• The minimum withdrawal amount (unless you're making a full withdrawal) is:

               ○  $500 per fund for lump sum withdrawals

               ○  $100 per fund for regular withdrawals.

• Once we receive your request, it will usually take up to five business days for your withdrawal to be processed and paid to your bank account.
• The unit price you’ll receive is as at the time your withdrawal is processed. The unit price may have changed from when you made your withdrawal request.
• Once your balance reaches $0, your investment account will be closed. 
• If you haven't provided proof of your identity and address (PDF 324KB), you'll need to do so along with your first withdrawal request - see the withdrawal form for details. 
  
  

You can change the fund your money is invested in. There are a number of ways to do this:

• Download, complete and return a Transaction form (PDF 179KB) (at the back of the product disclosure statement)
• Call us on 0800 739 034

• Your financial adviser can provide you with advice should you want to switch funds.
• We usually process switches within five business days of receiving your request.
• The unit price you’ll receive for your switch request is as at the time your switch is processed. The unit price may have changed from when you made your switch request.

It’s important to check your Prescribed Investor Rate (PIR) annually to make sure you’re paying the right amount of tax on your investment account.

• If your PIR is too high, any tax over-withheld will be used to reduce any income tax liability you may have for the tax year and any remaining amount will be refunded to you. Inland Revenue will notify you if you're due a refund.
• If your PIR is too low, you’ll be required to pay any tax shortfall as part of the income tax year-end process.

We may be notified by Inland Revenue to update your PIR if they believe it is incorrect. We are required to apply this updated PIR. However, you can provide us with a different PIR if you believe it is incorrect.