Investor Types

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…

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

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…

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.

To add a member to your account please email us (contact@investnow.co.nz) providing their: Full name Email address IRD number Are they a tax resident of any country other than New Zealand? The name of the Account you wish to add them to. Please note:  You can not have multiple members linked to an InvestNow KiwiSaver…

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.

As you are already an existing member of InvestNow, you just need to log into your InvestNow Managed Funds account, scroll down the “Dashboard“, you can join the InvestNow KiwiSaver Scheme under the “InvestNow KiwiSaver” option and follow the simple steps. If you do not see “InvestNow KiwiSaver” you will have started the KiwiSaver account…

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…

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…

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…

An aggressive investor: Accepts extreme ups and downs in the value of their investments Can achieve higher returns over the long term Does not need regular income from their investments What mix of investments suits a growth investor? To achieve the results you are looking for as an aggressive investor (the amount of money you…

A growth investor: Accepts significant ups and downs in the value of their investments Can achieve high returns over the long term Needs minimal income from their investments What mix of investments suits a growth investor? To achieve the results you are looking for as a growth investor (the amount of money you get back…