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Managing your investment

With ANZ Investments, you’re in control with easy ways to manage your investment.

This year’s tax certificates and account statements will be mailed from 28 April 2021. Copies will also be available in ANZ Internet Banking and goMoney shortly after this.

Manage your investment online

View and manage your ANZ Investment Funds 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)

Not registered for ANZ Internet Banking or goMoney? Find out how to register here.

Making additional investments

You can make additional investments in ANZ Investment 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.

To make additional lump sum or regular investments, you can:

To make additional lump sum or regular investments, you can:

  • Transfer funds online to your investment account via ANZ Internet Banking or goMoney

  • Set up a bill payment or automatic payment
    Select ‘ANZ Investment Funds’ from the Bill Payee list on your internet banking, or make your payment to:

        ANZ Investment Funds Application Account
        ANZ
        01-1839-0154747-00

  • Set up a direct debit
  • Send us a cheque
    Make it out to ‘ANZ Investment Funds Application Account’ along with a completed Transaction Form (at the back of the ANZ Investment Funds product disclosure statement), and send it to:

    ANZ New Zealand Investments Limited
    Freepost 324, PO Box 7149, Wellesley Street
    Auckland 1141

ANZ will soon be phasing out cheques as a form of payment. We’ve put together some tips about how to prepare for this change .

What you need to know:

  • It will usually take up to three business days for your investment to reach your ANZ Investment Funds 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 ANZ Investment Funds product disclosure statement) before making your next investment.

Making withdrawals

Because ANZ Investment 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.

 

Download a Withdrawal Form

What you need to know:

  • 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.
  • You'll find more information on the unit price that you'll receive on the Withdrawal Form. 
  • Once your balance reaches $0, your investment account will be closed. 
  • If you haven't provided proof of your identity and address, you'll need to do so along with your first withdrawal request - see the Withdrawal Form for details. 

Choose the right tax rate

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.

Why is this important?

  • 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.

Useful tools

Find more useful tips, tools and useful information to help you get the most from your investment

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What's next?

Call us

0800 736 034

Weekdays, 8am - 6pm

   

Download the guide and product disclosure statement.

Talk to an ANZ financial adviser

0800 269 238

(0800 ANZ ADVICE)

Weekdays, 8:30am - 5pm

   

Important information

ANZ New Zealand Investments Limited ('ANZ Investments') is the issuer and manager of the ANZ Investment Funds. Important information is available under terms & conditions. Download the guide and product disclosure statement. 

Our financial advice provider statement has some important information you should know about ANZ Investments and our financial advice services. Please take the time to read it.

   

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