To initiate a withdrawal from your Investment Fund please login to your online account and click Withdrawal on the left-hand menu.
Here you can follow the steps to verify your bank account and select the amount you’d like to withdraw.
For trusts and companies, please complete the consent form with signatures of all the trustees/directors and upload as part of your withdrawal request.
It takes 3-4 working days for the funds to arrive in your nominated bank account once we’ve received the request.
Simplicity investment funds are structured as PIEs. PIE stands for Portfolio Investment Entity. A PIE invests the contributions from its investors in different types of investment. The tax rate for your investment earnings from a PIE is referred to ...
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 ...
Investing in someone else's Investment account is a great thing to do, contributing to the recipient's financial future. Follow these simple instructions: 1. Confirm that the person you are gifting to is a Simplicity Investment Fund member. 2. In ...
Applying for an Investment Fund account only takes a few minutes online here. You'll need to provide your IRD number and photo ID like a passport and driver's licence. Once we've completed our verification checks, we'll send you information about how ...