What is the tax liability that is showing on my account?

This is highlighting your estimated PIE tax liability if you were to sell all your multi-rate PIE holdings today. P

IE tax is paid in two instances – when you sell units during the year, or at the end of the tax year (March 31st).

Each PIE Fund attributes its income/loss from its investments, expenses and tax credits across each day in the year. The net taxable income and tax credits are divided up among all of the units of the fund, […]

How can I access a tax report?

The report is available in PDF format, and can be found on the “Documents” page when you are logged into your account.

To view the report:

1. Click the “Documents” page
2. Select the “Documents” tab
3. Under the “View By” on the left-hand side, select “Tax Reports“.

How can I review my PIE tax calculation?

You can download a General Ledger report under the “Documents” page when you are logged into your InvestNow account. You can find a video on how to use the “Documents” page here. The key information will be under the “PIE Attributed” tab of the report. This will show the taxable income, expenses, imputation and foreign tax credits.

The calculation for PIE tax is: (taxable income – expenses) * your PIR – (imputation credits + […]

How do I create my password for the first time?

Go to the  InvestNow log in page and click “Forgot Password”, and an invitation will be sent you to create your password.  You can also repeat this step when you reset/update your password.

How do I add an additional member to my InvestNow account?

To add a member to your account please email us (contact@investnow.co.nz) providing their:

1. Full name
2. Email address
3. IRD number
4. Are they a tax resident of any country other than New Zealand?
5. The name of the Account you wish to add them to.

Please note:  You can not have multiple members linked to an InvestNow KiwiSaver account.

I didn’t action the invitation to join/activate my InvestNow account, what do I need to do?

Go to the  InvestNow log in page and click “Forgot Password”, and new invitation will be sent you.  You can also repeat this step when you reset/update your password.

I am already an InvestNow customer, but I have opened another account – what happens next?

Once your new account is open, as you are already an InvestNow customer, you can access your new account by logging into your InvestNow portal. You can accept the invitation to join the new account by clicking your email address in the top right hand corner.

Once you have accepted the invitation, your account access will be created.

Now that you have multiple accounts, you will be able […]

What happens when my child turns 18?

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.

Can I open an account for a child or youth account?

Yes, go to the “Join” page and follow the simple steps, noting that you will need the following:

• An email address for your child.
• A copy of their current New Zealand birth certificate or New Zealand passport.
• An IRD number for your child.
• A bank statement for the nominated bank account. This can be in your name or your child’s name.

Once you click […]