How do I make a deposit?

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• How do I set up an Investment Fund?

  Applying for an Investment Fund account only takes a few minutes online here. You'll need to provide your IRD number and NZ photo ID, like a passport and driver's licence. Once we've completed our verification checks, we'll send you information about ...

• How do I make a withdrawal?

  To initiate a withdrawal from your investment account: 1. Log in to the member app and select your Investment Account 2. Scroll down to Your funds and select the fund you would like to withdraw from. 3. Click on Withdrawals under Manage your fund 3. ...

• Is there a minimum investment amount?

  There is no minimum initial investment amount for individual or joint accounts. For other entities, such as trusts or companies, the minimum initial investment is $100,000. After your account is open, there is no limit on the value of subsequent ...

• What fund should I choose?

  The fund type you invest in will depend on your reasons for investing, your age and stage of life and also your risk appetite. To find out what kind of investor you are and for other useful information check out some of the tools on sorted.org.nz ...

• How am I taxed?

  Simplicity Investment Funds are structured as PIEs. PIE stands for Portfolio Investment Entity. A PIE invests contributions from investors in different types of investments. The tax rate for your investment earnings from a PIE is referred to as your ...