Your Prescribed Investor Rate (PIR)
The form below can be used to update your PIR if you invest in a fund administered by ANZ Investments (such as in the ANZ's KiwiSaver schemes, the ANZ Investment Funds, SIL Mutual Scheme, SIL Employer Scheme or MFL Mutual Fund).
If you are an ANZ PIE Fund Investor, please call 0800 269 296 to update your PIR.
How to work out your PIR
How to update your PIR
What is a Prescribed Investor Rate (PIR)?
Why is it important?
Working out your PIR
What your PIR is depends on whether you’re an individual investor, or a non-individual investor (e.g. a company, partnership or trust, including trustees of trusts). Below you’ll find information to help based on your specific circumstances.
If you're an individual
Use the flowchart below to help you work out your PIR.

If you're not an individual
Are you a New Zealand tax resident company, unit trust, charity, superannuation scheme, PIE or PIE investor proxy? |
Your PIR is 0%. You will need to pay any tax on your attributed PIE income yourself. |
Are you a New Zealand resident trustee (other than of a charitable trust) or a trustee of a superannuation fund? |
Seek advice from a tax professional to help you choose the PIR that best suits your beneficiaries. |
If you're investing with another person
If you are investing jointly with another person and your PIRs are the same, we will attribute income to the investor you tell us to. If your PIRs are not the same, we must attribute the income to the investor with the highest PIR. If you do not nominate an investor, we will attribute income to the first-named investor.
Updating your PIR
- If you’re an individual, complete and submit the online form below.
- If you’re a joint investor download, complete and return this form.
- If you’re a company, trust or partnership download, complete and return this form.