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Account statement and tax certificate guides

Guides to understanding your KiwiSaver and investment funds account statements and tax certificates, including an explanation of the terms used.

Guide to your KiwiSaver account statement

This guide gives information on account statements for:

  • ANZ KiwiSaver Scheme
  • ANZ Default KiwiSaver Scheme
  • OneAnswer KiwiSaver Scheme
Account statement guide for ANZ’s KiwiSaver schemes (PDF 141.6KB)

Guide to your KiwiSaver tax certificate

This guide gives information on tax certificates for:

  • ANZ KiwiSaver Scheme
  • ANZ Default KiwiSaver Scheme
  • OneAnswer KiwiSaver Scheme
Tax certificate guide for ANZ’s KiwiSaver schemes (PDF 122.3KB)

Guide to your investment funds account statement

This guide gives information on account statements for:

  • ANZ Investment Funds
  • OneAnswer Multi-Asset-Class Funds
  • OneAnswer Single-Asset-Class Funds
Account statement guide for ANZ’s investment funds (PDF 137.5KB)

Guide to your investment funds tax certificate

This guide gives information on tax certificates for:

  • ANZ Investment Funds
  • OneAnswer Multi-Asset-Class Funds
  • OneAnswer Single-Asset-Class Funds
Tax certificate guide for ANZ’s investment funds (PDF 142.3KB)