ANZ PIE Fund - Call Option

A tax-efficient investment savings option with easy access to your investments anytime (minimum investment $500).

Benefits

Call Option rates

Rate of return

Rate is unavailable

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Rate of return

Rate is unavailable

%P.A

Effective return on income tax at 30%

Rate of return

Rate is unavailable

%P.A

Effective return on income tax at 33%

Rate of return

Rate is unavailable

%P.A

Effective return on income tax at 39%


Rates are subject to change. Minimum investment $500.

Effective rate: For 30% and higher taxpayers, the ANZ PIE Fund returns are taxed at 28%. The effective rate is the annualised rate you would need to earn if taxed at your income tax rate, to achieve the same after tax return as investing in the ANZ PIE Fund with a PIR of 28%.

How to apply

From overseas: +64 4 470 3142

Tools and tips


Other savings accounts

Important information

A copy of the General Terms and Conditions is available from any ANZ branch.

ANZ Investment Services (New Zealand) Limited is the issuer and manager of the ANZ PIE Fund. A copy of the ANZ PIE Fund terms and conditions (PDF 218KB) is available from any ANZ branch. Investments in the ANZ PIE Fund are not deposits in or liabilities of ANZ Bank New Zealand Limited, Australia and New Zealand Banking Group Limited or their subsidiaries (together “ANZ Group”). Neither ANZ Group nor 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.

This material is for information purposes only. We recommend seeking financial advice about your situation and goals before getting a financial product. To talk to one of our team at ANZ, please call 0800 269 296, or for more information about ANZ’s financial advice service or to view our financial advice provider disclosure statement see anz.co.nz/fapdisclosure