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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.
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.
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.
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.
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What's next?
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.