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Documents & forms

The following documents, forms and links will help you manage your ANZ Default KiwiSaver Scheme account.

Documents

The following documents, forms and links will help you manage your ANZ Default KiwiSaver Scheme account.

  • ANZ Default KiwiSaver Scheme guide (PDF 732kB)
    This guide explains how the ANZ Default KiwiSaver Scheme works and what it can offer you. It helps you with some of the decisions you'll need to make and explains how to view and manage your KiwiSaver account.

A product disclosure statement for the ANZ Default KiwiSaver Scheme has been lodged on the scheme's offer register at business.govt.nz/disclose.

Forms

Australian sourced funds only

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.

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, 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 KiwiSaver Scheme.

External websites

Further information about the ANZ Default 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 Default KiwiSaver Scheme’ on both the offer and scheme register.

For more information

Contact details

ANZ New Zealand Investments Limited is the issuer and manager of the ANZ Default KiwiSaver Scheme. Important information is available under terms & conditions. Download the ANZ Default KiwiSaver Scheme product disclosure statement (PDF 844kB) and the ANZ Default KiwiSaver Scheme guide (PDF 732kB), or enquire by calling 0800 736 034.