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How do I request a withholding tax refund?

How do I request a withholding tax refund?

If you haven't added your Tax File Number (TFN) or TFN exemption in the ANZ Plus app, withholding tax will be deducted from any interest you earn.

Withholding tax is deducted at the highest marginal tax rate (plus any applicable government levies) in accordance with tax law.

It’s not compulsory to provide your TFN or TFN exemption, but if you’d like to:

  1. Go to the Profile icon.
  2. Tap on Profile.
  3. Tap on Tax File Number and follow the prompts.

Once you've added your TFN or TFN exemption, you can send us a message to request a refund on any withholding tax that we've deducted during the current financial year.

Have other ANZ accounts?

Even if you’ve previously provided your TFN or TFN exemption to ANZ, you may still need to add it in the ANZ Plus app for it to be applicable to your ANZ Plus profile.

When you add your TFN or TFN exemption in the ANZ Plus app, we may apply it to other interest-bearing accounts you hold with ANZ.