ANZ Smart Choice Pension

All ANZ forms are secure

  • This application will take about 10 minutes.
    You can complete it today.
  • In addition to your application before we commence your pension payments you'll need to complete the below items. It may sound a little confusing, but don't worry a Customer Service consultant will phone you to help you through them after your application is received. You'll need to have...
I am ... Edit
Please select your customer type
Please select a customer type
My details Edit
Personal

This is the number you use to access ANZ Internet or Telephone Banking. You may also provide us any 9 digit ANZ bank account number if your CRN is not handy.

Gender
Date of birth
Contact details

If you have previously nominated beneficiaries in your ANZ Smart Choice Super account these instructions will be transferred over to your ANZ Smart Choice Pension account.

You can update your beneficiaries at any time before or after your transfer.

Residential address
Mailing address
Same as residential address?
Same as current residential address?
Commencing your pension

Before starting your pension, we collect the money you'd like to use for your pension (rollovers or other contributions) in an ANZ Smart Choice Super account.

We'll use the information in this application to open your ANZ Smart Choice Super account, along with your ANZ Smart Choice Pension account.

As soon as your pension is up and running we'll close your super account - if you elect a full balance transfer. During this period you will only pay one set of fees.

My Super Edit

When you open a pension account a single transfer from your super account is made in to your new pension account. You cannot add to a pension once it has commenced.

Let's check that everything is organised in your ANZ Smart Choice Super before we move your funds to a pension account.

Please enter a valid 15 digit ANZ Smart Choice Super member number. This is a combination of your ANZ Smart Choice Super BSB and account number.

When you open a pension account a single transfer from your super account is made in to your new pension account. You cannot add to a pension once it has commenced.

Let's get everything organised before we move you to an ANZ Smart Choice Pension account.

Firstly we need to open an ANZ Smart Choice Super account for you.
Do you want to consolidate any other super funds?

When you open a pension account a single transfer from your super account is made in to your new pension account. You cannot add to a pension once it has commenced.

Transfer any other super accounts into your ANZ Smart Choice Super by logging into your ANZ Internet Banking, selecting your super account and following the prompts to consolidate.

We will contact you to assist with consolidating your other super accounts. Before you consolidate into ANZ Smart Choice Super, please consider whether there are any adverse consequences for you, including fees, other loss of benefits (e.g. insurance cover) and increase in investment risks.

Any other contributions to add?

Once we start an ANZ Smart Choice Pension for you, it's difficult to add to it. It requires the closure of your current pension and the commencement of a new pension account — so it's important to contribute all the money you want into your super account before we commence your new pension. Please contact Customer Service on 13 12 87 if you need assistance making a contribution.

Do you intend to claim a tax deduction on eligible contributions?

Subject to meeting the eligibility requirements, member voluntary contributions made with after tax money (take home pay), can be claimed as a tax deduction. You must notify us of your intention to claim these contributions as a tax deduction before you commence a pension.

We will help you to complete "Notice of intent to claim a tax deduction" form if you have eligible contributions and would like to lodge a claim. Please contact Customer Service on 13 12 87 if you need assistance making a contribution.

Moving from super to pension
My pension payment detailsEdit
Pension payment details
Payment Amount
Pension commencement date

Please indicate when you would like to commence your pension payments. Please select a date that gives you time to complete any consolidation or other activities. In general we suggest a date 20-30 days in the future. You can modify this date at any time.

My ANZ Bank Account for pension payments

Please enter the details of the ANZ bank account where we are to pay your pension payments. If you don't have an ANZ bank account you can open one online or by calling 1800 008 177 (Mon-Fri, 8am to 8pm AEST).

My investments Edit
Investment mix

You can choose either the ANZ Smart Choice Super 1950s fund (which is based on your age) or you can make your own investment decision.

Please select your own investment mix from the range of carefully selected options below.

Investment options
Allocation
Diversified options
 
Drag
 
Drag
 
Drag
Sector specific options
 
Drag
 
Drag
Total
0%
Please enter a valid total investment allocation equal to 100% Skip to form
My insurance Edit
Insurance

Insurance in your pension

Any Death insurance cover you hold in your ANZ Smart Choice Super account will be transferred to your pension account when you do a full balance transfer to your new pension account.

When you do a full balance transfer your ANZ Smart Choice Super account will be closed and any Total and Permanent Disability (TPD) or Income Protection cover in this account will cease.

If you do a partial balance transfer, any existing insurance cover will be retained in your ANZ Smart Choice Super account.

You can change your insurance cover anytime via ANZ Internet Banking or by calling 13 12 87.

Insurance

Insurance in your super

Before starting your pension, we maintain money you'd like to use for your pension (rollovers or other contributions) in an ANZ Smart Choice Super account.

In your ANZ Smart Choice Super account you can add Lifestage Death cover*, with no paperwork or medical checks.

If you add insurance cover, insurance fees will be deducted from your super account.

Let us know what you'd like to do:

Have you smoked tobacco or any other substance in the last 12 months, or used nicotine replacement treatment within the past 3 months?
Have you smoked tobacco or any other substance in the last 12 months, or used nicotine replacement treatment within the past 3 months?
Please make a selection

*Your Lifestage Death cover will automatically adjust with your age, is subject to eligibility and excludes Pre-Existing Medical Conditions, as explained in the Additional Information Guide. Insurance cover will not commence until we receive the first contribution into your account account and will only remain in place if you retain a sufficient balance to fund the cost of the insurance cover. Insurance cover is only available to Australian Residents or visa holders who reside in Australia. Once your account is open, you can remove your insurance cover or apply for Choose Your Own Death cover via ANZ Internet Banking or by calling 13 12 87.

My financial planner detailsEdit

By nominating a financial planner you can request to pay any fees for advice relating to your account by a withdrawal from your ANZ Smart Choice Super account.

Financial planner
Advice payment (optional - complete only if making an advice payment) If you have agreed to pay your financial planner a Member Advice Fee (MAF) from your account by redeeming units please provide the details below. This will be deducted from your ANZ Smart Choice Super account. This amount is paid by OnePath Life under a separate agreement OnePath Life has with your financial planner's licensee.

Planner remuneration declaration (complete only if making an advice payment)

Planner reference (complete only if making an advice payment, this information will be provided by your planner)

Important information for planners

To receive payments from OnePath Life please ensure your dealer group has a Provider Issuer Agreement in place.
Declaration and acknowledgements Edit
Declaration and disclaimer

Pension eligibility declaration

Select one of the following:

Contact us

Monday to Friday 8.30am - 6.30pm (AEST)