Product Information and Forms
All our product information and forms are free to access and download at any time. Simply click on the name of the form you need to view the information.
If you can't find what you're looking for or you need help with downloading, just give us a call on 0800 808 267.
NZRT Product Information
NZRT Investment Statement | 21 May 2013 | PDF brochure | 1.28 MB
NZRT Annual Report 2012 | PDF brochure | 629 KB
NZRT Prospectus | PDF brochure | 4,640 KB
NZRT Financial Statements | PDF brochure | 749 KB
Link to Fund Fact Sheets
Automatic Payment Form | PDF form | 45 KB
Change of Membership Details Form | PDF form | 31.6 KB
Changing Your Investments Form | PDF form | 452 KB
Withdrawing Funds Form | PDF form | 451 KB
Leaving Employment Form | PDF form | 428 KB
Important Information
The New Zealand Retirement Trust Prospectus dated 21 December 2012 (and Instruments to Amend the Prospectus dated 2 April 2013 and 21 May 2013) have been registered with the Registrar of Financial Service Providers.
A copy of the prospectus and the investment statement are available from this website or can be obtained by calling our Customer Services Team on 0800 808 267, emailing us at service@amp.co.nz or by writing to us at AMP Services (NZ) Limited PO Box 55, Shortland Street, Auckland 1140, New Zealand.
The prospectus and instruments to amend the prospectus (if any) can be found at www.business.govt.nz/companies under "Search Other Registers".
AMP Services (NZ) Limited (AMP Services) is the Trustee of the New Zealand Retirement Trust (NZRT). While care has been taken to supply information on this website that is accurate, none of AMP Services, the underlying fund managers, any of their related companies, their directors, or any other person guarantees the NZRT, any investment in the NZRT, or any returns on an investment in the NZRT, or gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way from any error or omission. Past performance is not indicative of future performance and is not guaranteed by any party. Returns over different periods may differ.
AMP Retail Superannuation (ARS) product information
ARS Fund Fact Sheet | PDF Form | 179KB
ARS Direct Debit Form | PDF Form | 95KB
Changing a Direct Debit form | PDF Form | 57KB
Switching Investment Portfolios | PDF Form | 87KB
ARS Withdrawal Form | PDF Form | 105KB
ARS Third Party Authorisation Form | PDF Form | 20KB
ARS Death of Saver Form| PDF Form | 85KB
ARS Permanent Emigration Form | PDF 75KB
AMP Business Superannuation (ABS) product information
AMP Business Superannuation Investment Statement, including application form | PDF Form | 375KB
ABS Fund Fact Sheet | PDF Form | 175KB
Contribution Change | PDF Form | 234KB
Switching Investment Portfolios | PDF Form | 331KB
ABS Death of Saver Form | PDF Form | 95KB
Vesting and Insurance | PDF Form | 236KB
ABS Request for Benefit Payment | PDF Form | 535KBEmployer forms
Participation Agreement | PDF Form | 68KB
Variation Participation Agreement | PDF Form | 72KB
Important Information
The AMP Business Superannuation Prospectus dated 28 March 2013 has been registered with the Registrar of Financial Service Providers. Following a review of our product offering, AMP Retail Superannuation (ARS) was closed to new members from 14 March 2013.
Copies of the registered prospectus, instruments to amend the prospectus (if any) and the investment statement for AMP Business Superannuation can be obtained by calling our Customer Services Team on 0800 808 801, emailing us at askus@amp.co.nz or by writing to us at AMP Wealth Management New Zealand Limited, PO Box 1692, Wellington 6140, New Zealand.
The registered prospectuses and instruments to amend the prospectus (if any) can also be found at www.business.govt.nz/companies under "Search Other Registers".
AMP Business Superannuation and AMP Retail Superannuation are each a division of the Superannuation Master Trust, a registered superannuation scheme (the 'Scheme'). AMP Wealth Management New Zealand Limited ('AMP Wealth') is a promoter and the administration manager of the Scheme. The Trustee of the Scheme is New Zealand Permanent Trustees Limited (the 'Trustee'). While care has been taken to supply information on this website that is accurate, none of AMP Wealth, the Trustee, the underlying fund managers, any of their related companies, their directors or any other person guarantees the Scheme, any investment in the Scheme, or any returns on an investment in the Scheme, or gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission. Past performance is not indicative of future performance and is not guaranteed by any party. Returns over different periods may differ.
AMP SSRSS product information
SSRSS Benefits Schedule| PDF brochure | 1,078 KB
Change of Membership Details form | PDF form | 66 KB
Member Withdrawal After Age 50 Form | PDF form | 463 KB
Member Withdrawal Voluntary Account Form| PDF form | 71 KB
Application to Transfer to a New State Sector Employer Form | PDF form | 32 KB
Leaving Employment Notification Form | PDF form | 64 KB
ASPIRE SSRSS forms product information
ASPIRE SSRSS Fund Fact Sheet | PDF Form | 103KB
ASPIRE State Sector Retirement Savings Scheme Authority for Automatic Payments| PDF Form | 76KB
ASPIRE State Sector Retirement Savings Scheme Permanent Emigration Withdrawal Form | PDF Form | 75KB
ASPIRE SSRSS Change my Investment Portfolio | PDF Form | 44KB
ASPIRE SSRSS Change my Personal Details | PDF Form | 73KB
ASPIRE SSRSS Change my Contribution Details | PDF Form | 27KB
ASPIRE SSRSS Changes to Employment (one participating in SSRSS) | PDF Form | 29KB
ASPIRE I want to make a withdrawal | PDF Form | 85KB
ASPIRE SSRSS First Home Withdrawal | 95KB
ASPIRE SSRSS Death of Saver Form | PDF Form | 100KB
General forms
Superannuation Master Trust - Trust Deed | PDF Form | 7MB
This Trust Deed is applicable to the AMP Retail Superannuation, AMP Business Superannuation and ASPIRE SSRSS
Change of Name Declaration | PDF Form | 26KB
Verification of Identity | PDF Form | 59KB
