Each year, we send out annual statements to many AMP members. While it may be tempting to simply file it away, reviewing your statement should be a key activity completed once received. These statements contain important information that can help ensure you’re on the right track to achieving your goals.
Below are some quick things to check when reviewing your statement.
The rate of tax you pay is called a Prescribed Investor Rate (PIR).
If it’s too low, you could end up with additional tax to pay to Inland Revenue. If it’s too high, you may be entitled to claim overpaid tax back from the Inland Revenue.
Check out our guide on how to get on to the right tax rate.
The amount you contribute today can potentially have an impact on your future savings. We’ve added a new feature to the MyAMP web portal to help AMP KiwiSaver Scheme and eligible* NZRT members adjust their contributions conveniently.
AMP KiwiSaver Scheme members:
AMP KiwiSaver Scheme or NZRT members:
Any recent changes made to your investment or contact details may not yet be reflected in your statement.
* If your NZRT plan is eligible, you’ll see a new “Top-up” button in The MyAMP web portal.
Just click on one of the buttons below. As soon as you log in to MyAMP, you'll be redirected to the right page with your most recent statement.
While care has been taken to ensure that the information on this page is accurate, no entity or person gives any warranty of reliability or accuracy or accepts any responsibility arising in any way including from any error or omission. The information included on this page is of a general nature and does not constitute financial or other professional advice. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances.