You can find out who your KiwiSaver provider is by contacting the Inland Revenue Department (IRD), or by logging in to your MyIR account.
Each PIE fund calculates its taxable income/loss from its investments, expenses and tax credits for each day in the year. The net taxable income and tax credits are divided up among all of the units of the fund, and a share of the income and credits is attributed to everyone investing in the fund. We then calculate the PIE tax based on each investors PIR.
PIE funds generally […]
Once your child is over the age of 18 we need to allow them access to their InvestNow account.
As a starting point, you will need to confirm their email address (send us an email to contact@investnow.co.nz) ? Once we have this we will send an email to both of you with the steps that we need to complete to allow them access to their account.
Please send us an email (contact@investnow.co.nz) and we will send you a form to complete.
You will also need to provide supporting documents for the last three months regarding income, debts, and expenses you have (please note that the Statutory Declaration must be completed before the Scheme Supervisor will review the application).
Supporting documents include:
Please send us an email (contact@investnow.co.nz) and we will send you a form to complete.
Please return the completed form and return it, and all supporting documents (these can be scanned and emailed to us):
Please note that the […]
Please send us an email (contact@investnow.co.nz) and we will send you a form to complete for the first time you request such a withdrawal – note that you will need to have the statutory declaration witnessed.
The form, along with the deposit slip confirming your bank account, can be scanned and emailed back to us.
For any any subsequent withdrawals just email us we […]
Yes, you can. Please send us an email (contact@investnow.co.nz) and we will send you a form to complete, along with supplying the following supporting documents:
Yes, go to the “Join” page and follow the simple steps, noting that you will need the following:
Once you click […]
A PIE (Portfolio Investment Entity) fund is a type of New Zealand managed fund with its own tax rules. Many PIE funds calculate and pay tax on investment income using each investor’s prescribed investor rate (PIR), while some listed PIEs are taxed at a fixed rate. In many cases, income from a PIE fund does not need to be included in […]
To update or change your RWT and/or PIR rate, please email us with the relevant details, at contact@investnow.co.nz, and we will make any changes for you (includes us emailing you to confirm that this has been successfully actioned).