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You may also benefit if you have a PIR of 10.5% or 17.5%. For more information and examples, see the ANZ PIE Fund Information Brochure.
Working out your PIR
If you're an individual, you can use the table below to help you work out your PIR. This table is intended as a guide only. If you're not an individual, e.g. a business or a trust (including trustees), or you want tax advice for your individual circumstances you should contact Inland Revenue or your tax professional to determine your PIR.
If, after considering the two previous income years you qualify for two rates, your PIR is the lowest rate.
*Your attributed PIE income or loss for an income year is the amount of income or loss attributed to you by PIEs in that income year. This is recorded in the tax certificate issued by PIEs to you at the end of each income year. An income year generally runs from 1 April of the previous year to 31 March of the current year.
Working out your PIR if you're investing with another person
If you are investing jointly with another person and your PIRs are the same, tell us which investor to attribue the income to and the PIR that should apply. If your PIRs are not the same, we must give the income to the investor with the highest PIR. If you don't make a selection, we give the income to the first named investor at the default rate of 28%.
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.
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 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.
A copy of the General Terms and Conditions is available from any ANZ branch.