Get Anz Portfolio Manager

The ANZ Portfolio Manager is an essential form for providing your tax file number to your superannuation fund, ensuring that you avoid unnecessary tax penalties. This guide will help you navigate the process of completing the form online, ensuring accuracy and compliance.

Follow the steps to complete your form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in a suitable editor.
2. Fill in the plan name and member number. Ensure that the information matches your superannuation account details for seamless processing.
3. Provide your surname and given name(s) clearly. This helps in confirming your identity and aligning your tax file number with your account.
4. Enter your date of birth in the specified format (DD/MM/YYYY). Accurate birth information is crucial for verification purposes.
5. In the section labeled 'My TFN is', input your tax file number precisely. Double-check the number for any typographical errors.
6. Read the information regarding the collection and use of your tax file number. This section explains your rights and the confidentiality of the TFN.
7. Sign clearly within the provided box to validate your submission. This signature confirms that the information is accurate and truthful.
8. Finally, specify the date of your signature in the format (DD/MM/YYYY). This is important for record-keeping.
9. Once you have completed the form, review all inputted details for accuracy and clarity. Make any necessary corrections.
10. After ensuring everything is correct, you may save changes, download, print, or share the form as necessary.

Complete your ANZ Portfolio Manager form online today to manage your contributions efficiently and avoid extra tax.