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ANZ Cash Plus Fund Additional Investment Form Information Memorandum No. 5 19 September 2005 Section 1 Investor details Investor name(s) ABN/TEN Investor number Section 2 Contact details ANZ Cash
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How to fill out ANZ Cash Plus Fund:

01
Visit the ANZ website or go to a local ANZ branch to access the necessary forms for opening an ANZ Cash Plus Fund.
02
Fill out the personal information section of the form, including your name, contact details, and identification information.
03
Provide your tax file number (TFN) or alternatively, indicate that you have applied for an exemption.
04
Decide how much money you want to invest in the ANZ Cash Plus Fund and indicate the amount on the form.
05
Choose the investment option that suits your needs. ANZ Cash Plus Fund offers different risk profiles and investment strategies, so make sure to select the one that aligns with your financial goals.
06
Review the terms and conditions of the fund and acknowledge your understanding and acceptance by signing the form.
07
Submit the completed form to ANZ either online or in-person at a branch.
08
Once your application is processed and approved, you will receive confirmation of your investment in the ANZ Cash Plus Fund.

Who needs ANZ Cash Plus Fund?

01
Individuals who want a low-risk investment option: ANZ Cash Plus Fund is suitable for individuals with a low-risk appetite, as it primarily invests in cash and cash-like securities. This makes it a suitable choice for those who want to preserve their capital while earning a moderate level of return.
02
Individuals who value liquidity: The ANZ Cash Plus Fund aims to provide investors with daily liquidity, meaning you can access your investment and withdraw funds whenever needed.
03
Individuals seeking a stable income stream: The fund invests in a diversified portfolio of income-generating assets, making it suitable for individuals who want a regular income stream, such as retirees or those looking for a supplemental source of income.
04
Investors looking for a professionally managed fund: ANZ Cash Plus Fund is managed by professional fund managers who make investment decisions on behalf of the investors. This relieves you of the need to actively manage your investments and allows you to benefit from the expertise of experienced professionals.
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The ANZ Cash Plus Fund is a type of investment fund that primarily invests in cash and short-term money market instruments.
Investors or individuals who have invested in the ANZ Cash Plus Fund are required to file the necessary paperwork for tax reporting purposes.
To fill out the ANZ Cash Plus Fund paperwork, investors need to provide details of their investment, including any gains or losses realized.
The purpose of the ANZ Cash Plus Fund is to provide investors with a low-risk investment option that aims to preserve capital and generate stable returns.
Investors need to report any income earned, capital gains or losses, and any fees paid in relation to their investment in the ANZ Cash Plus Fund.
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