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SMARTER PIE FUND INVESTMENT GUIDE0800 870 326 www.investmidlands.co.nzREADY TO INVEST SMARTER?Smarter Investments, for All New Zealanders Looking for a low risk investment secured by real property
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Gather necessary personal information, including your identification and contact details.
02
Review the eligibility criteria for the Smarter Pie Fund to ensure you qualify.
03
Obtain the application form for the Smarter Pie Fund, either online or in person.
04
Fill out the application form accurately, making sure to provide all requested information.
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Attach any required documentation, such as proof of income or other supporting materials.
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Double-check your application for completeness and accuracy before submitting.
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Submit the completed application form and documents to the appropriate authority or online portal.

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Individuals seeking financial assistance for education-related expenses.
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The Smarter Pie Fund Individual is a financial vehicle designed for individual investors to manage their investments in a tax-efficient manner, offering benefits such as potential tax deductions and simplified reporting.
Individuals who have invested in the Smarter Pie Fund or those who have received distributions or income from the fund are generally required to file the Smarter Pie Fund Individual.
To fill out the Smarter Pie Fund Individual form, individuals need to gather their financial information, including investment amounts, distributions received, and any applicable deductions. Then, follow the form's instructions carefully to report all necessary data.
The purpose of the Smarter Pie Fund Individual is to provide a framework for individuals to invest effectively while optimizing tax benefits and simplifying the filing process for their investment income.
Information that must be reported includes total contributions to the fund, distributions or withdrawals made, any capital gains or losses, and any relevant deductions that apply.
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