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Retirement Withdrawal Application Form (Australian sourced funds only) Post this form to ANZ New Zealand Investments Limited, Free post 324, PO Box 7149, Wellesley Street, Auckland 1141. 1. Your information
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How to fill out Australian sourced funds only:

01
Begin by gathering all the necessary financial documents that pertain to your funds. This may include bank statements, investment records, and any other relevant proof of income or assets.
02
Determine the specific form or application that needs to be filled out in order to declare Australian sourced funds only. This information can usually be found on the official government website or by contacting the appropriate financial institution or regulatory body.
03
Read and understand the instructions carefully before starting the filling process. This will help ensure that all the required information is provided accurately and that any additional documents or supporting evidence are included as needed.
04
Start by providing your personal information such as your full name, contact details, and any identification numbers or codes that may be required.
05
Proceed to the section where you can declare your funds as Australian sourced only. This typically involves providing details about the sources of your funds, such as the names of the institutions, account numbers, and the amounts involved.
06
Be prepared to provide any additional information or supporting documents that may be requested to validate your claims. This could include explanations, receipts, or any other evidence that proves the Australian origin of your funds.

Who needs Australian sourced funds only:

The requirement of Australian sourced funds only may vary depending on the specific situation or context. Here are some scenarios where this requirement may apply:
01
Visa applicants: Individuals applying for certain types of visas in Australia, such as those related to investment or business migration, may be required to demonstrate that their funds are sourced solely from Australia.
02
Financial institutions: Banks and other financial institutions may have certain regulations or policies in place that require individuals or entities to declare that their funds deposited or used within Australia are sourced only from Australian sources.
03
Government grants or funding: Individuals or organizations applying for government grants or funding may need to provide evidence that the funds they are requesting or receiving are sourced exclusively from Australia.
04
Investment purposes: Some investment opportunities or programs may have specific criteria that require funds to be sourced only from Australia, ensuring that the money is used for local economic development or other purposes.
It is important to consult the relevant authorities, institutions, or legal advisors to determine whether the Australian sourced funds only requirement applies to your specific situation.
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Australian sourced funds only refer to funds that originate from within Australia.
Any individual or organization that receives or holds Australian sourced funds is required to file Australian sourced funds only.
To fill out Australian sourced funds only, one must provide details of the funds received or held from Australia, including the source, amount, and purpose.
The purpose of Australian sourced funds only is to track and monitor the flow of funds originating from within Australia.
The information that must be reported on Australian sourced funds only includes the source of funds, amount received, date received, and intended purpose of the funds.
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