Documents and Forms

Understanding your account statement
A guide and explanation of the terms used in your account statement

Understanding your tax certificate
A guide and explanation of the terms used in your tax certificate

Identity Guide
From time to time, ANZ Investments may require you to provide certified copies of the following documents:
•  Valid proof of identity
•  Proof of residential address (issued within the last three months).

Additional Lump Sum Contribution Form
Make additional lump sum contributions to your investment.

Direct Debit Form
Start a new direct debit or amend an existing direct debit.

Switch Request Form
Change your investment fund choice.

Retirement Withdrawal Form
Request a regular or lump sum withdrawal from your investment.

PIR Update Form
Update your prescribed investor rate.