I've been sent a Tax Certificate for my ASB KiwiSaver Scheme account, what is it for?
Last Updated: 24 Sep 2021
Your tax certificate is sent to you every year, usually in May, and details the tax payable (or refundable) on your ASB KiwiSaver Scheme investment for the year to 31 March (tax year). It also includes the Prescribed Investor Rate (PIR) we held for you for the tax year. Find out more information about what PIR you should use and inform us of any change.
As long as the PIR you nominated for the tax year was correct, you won't need to pay any additional tax in respect of your interest in the ASB KiwiSaver Scheme. For more details see the ASB KiwiSaver Scheme Tax Certificate guide.
For more information about how your investment is taxed see section 6 (What taxes will you pay?) of the Other Material Information document.
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