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We'll fast track your application using your existing ANZ Smart Choice Super details.
I don't have an ANZ Smart Choice Super account but I do have an ANZ Customer Registration Number (CRN).
I don't have any banking products or accounts with ANZ.
This is the number you use to access ANZ Internet or Telephone Banking. Please note, you may experience delays linking your new Super account with other ANZ bank accounts if you are unable to provide your CRN now.
We may contact you via the supplied contact details to discuss your application or account.
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.
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.
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.
Let's get everything organised before we move you to an ANZ Smart Choice Pension account.
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.
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.
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.
Please visit ATO for more information on minimum payments.
Please visit the ATO for more information on minimum payments.
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.
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).
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.
Retirement is not far away, so your money is balanced across defensive and growth assets. Defensive assets such as cash and fixed interest provide you greater stability, and growth assets such as shares and property allow you to receive the potential higher returns into retirement. As you approach retirement, your investment mix will automatically increase its weighting of defensive assets to provide greater stability with your savings.
Please select your own investment mix from the range of carefully selected options below. Total allocation must equal 100%.
Conservative
This investment option is designed for investors who want to invest over the short to medium term with a low to medium level of risk. This investment option invests in a mix of defensive and growth assets with a dominant bias to defensive assets.
Moderate
This investment option is designed for investors who want to invest over the medium term with a medium level of risk. It invests in a mix of defensive and growth assets..
Growth
This investment option is designed for investors who want to invest over the longer term with a medium to high level of risk. This investment option invests in a mix of defensive and growth assets with a dominant bias to growth assets.
Cash
This investment option is designed for conservative investors who want very low levels of risk and to preserve their capital.
Australian Fixed Interest
This investment option is designed for investors who want to invest over the medium term with a medium level of risk. This investment option invests in the domestic bond market.
Global Fixed Interest
This investment option is designed for investors who want to invest over the medium term with a medium level of risk. This investment option invests in global bond markets.
Global Property
This investment option is designed for investors who want to invest over the longer term with a high level of risk. This investment option invests in global listed property securities.
Australian Equities
This investment option is designed for investors who want to invest with a high level of risk. This investment option invests in the Australian share market.
International Equities (Hedged)
This investment option is designed for investors who want to invest with a high level of risk. This investment option invests in international share markets. The foreign currency exposure will generally be hedged back to Australian Dollars.
International Equities (Unhedged)
This investment option is designed for investors who want to invest with a high level of risk. This investment option invests in international share markets.
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 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:
Death cover inside super can be a simple and tax-effective way to protect your loved ones if something were to happen to you.
Why are we asking this question?
Your level of premium is based on your age, gender and smoking status.
Note: Smoking includes cigarettes, cigars, pipes, chewing tobacco and smoking of any illegal substances.
*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.
Monday to Friday 8.30am - 6.30pm (AEST)
You can verify your identity as part of opening an everyday banking account. You need this account to receive your pension payments.
You can open an everyday banking account:
Or
After we've identified you and your ANZ bank account is open, you can take the next step and complete an application to open an ANZ Smart Choice Pension account.