Changing my details

1.How do I keep my personal detail up to date on the share registry?
2.How do I log into my shareholding?
3.How can I find my holder number (SRN/HIN)?

Managing my shares

4.How do I find my share balance?
5.I have two, or more, AMP shareholdings – how can I consolidate them?
6.How do I transfer my shares to the NZ Stock Exchange (NZX)?
7.Can I transfer my AMP shares to another person?
8.I updated my details, why does my dividend statement show my old information?

Dividends

9.How does AMP pay dividends?
10.What happens if I am an Australian resident and I don’t provide my tax file number (TFN) or Australian business number (ABN)?
11.Does AMP send an end of year tax statement?
12.I don’t live in Australia. Do you tax my dividend?
13.What is the franking on my dividend?

Selling Shares

14.How do I buy or sell AMP shares?
15.What happens to the money left in my dividend reinvestment plan (DRP) account after I sell my shares or choose to receive cash dividends?
16.I sold my shares but have just received a statement showing I still hold some – how has this happened?
17.Will AMP buy my shares?

Cost base of shares

18.I am an Australian tax resident and sold my AMP shares after 23 December 2003. How do I calculate the cost base of the shares I held as at 23 December 2003?
19.How do I calculate the cost base of the shares I purchased after 23 December 2003?
20.What is the cost base of the Henderson Group (HHG) shares I received in the AMP demerger?
21.What is the cost base of AXA shares?

Changing my details

1.How do I keep my personal detail up to date on the share registry?
 

Keeping your details, such as postal and email address and dividend payment instructions up to date is easily done online. Follow the instructions below to check and update your details.

  • Click on the log in to button at the top right of the screen and select my AMP shareholding.
  • You will be taken to the Computershare Investor Centre where you can follow the prompts to log in as either an existing or new user.
  • Once you are logged in, click on my profile on the right hand side under your name and select the information you wish to update.

Alternatively, you can call the AMP share registry on 1300 654 442 from Australia, 0800 448 062 from New Zealand or + 61 3 9415 4051 from all other countries.


2.How do I log into my shareholding?
 

You can log into your shareholding by following the instructions below.

  • Click on the log in to button at the top right of the screen and select my AMP shareholding .
  • You will be taken to the Computershare Investor Centre where you can follow the prompts to log in as either an existing or new user.
  • Once you are logged in, click on my profile on the right hand side under your name and select the information you wish to update
The first time you log into your shareholding you will need your AMP holder number. You can find this in the top right corner of your AMP dividend statement. If you can't find your holder number, the AMP Investor Relations team can help. You can send us an email at shares@amp.com.au or call on 1800 245 500. You will need to provide your name, date of birth, phone number and the address on your shareholding.


3.How can I find my holder number (SRN/HIN)?
 

You can find your holder number, otherwise known as a shareholder reference number (SRN) or holder identification number (HIN), on any of your shareholder statements. Your number typically appears under the ‘contact details’ box and starts with the letter i, n, L or X followed by 10 numbers.

If you can't find your holder number, the AMP Investor Relations team can help. You can send us an email at shares@amp.com.au or call on 1800 245 500. You will need to provide your name, date of birth, phone number and the address on your shareholding.


Managing my shares

4.How do I find my share balance?
 

The easiest way to check your share balance is to log into your shares online

  • Click on the log in to button at the top right of the screen and select my AMP shareholding.
  • You will be taken to the Computershare Investor Centre where you can follow the prompts to log in as either an existing or new user.
  • Once you are logged in you will see your share balance on the screen.


5.I have two, or more, AMP shareholdings – how can I consolidate them?
 Information on consolidating your shareholdings can be found through the following link combine your holdings

6.How do I transfer my shares to the NZ Stock Exchange (NZX)?
 

AMP shares are tradable on the ASX and the NZX. If your AMP shareholding starts with the letter i, you will need to complete a register removal request and return it to the NZ AMP share registry. Your register removal request will be processed within five business days of the form being received.


7.Can I transfer my AMP shares to another person?
 

Yes, you can transfer your shares to another person by an off-market transfer. Simply download , and complete the off-market transfer form and return it to Computershare. Computershare may charge a fee for the transfer.


8.I updated my details, why does my dividend statement show my old information?
 Prior to the dividend payment, a dividend record date is set. The record date is the date at which your shareholding details are captured and your entitlement to the dividend is determined. Any changes made after the record date will not appear on your dividend statement. Changes made to your banking details after record date will apply for future dividends and, if the payment fails, your payment will be reissued to your new account within 21 days.

Dividends

9.How does AMP pay dividends?
 

AMP pays dividends by direct credit. You can also reinvest dividends through the dividend reinvestment plan (DRP). Access the DRP booklet and apply online by clicking on the ‘my shareholding’ tab. Login then select ‘update your details’ and ‘dividend reinvestment plan’. If necessary, consult your financial adviser before joining. Dividends are paid in April and October each year.


10.What happens if I am an Australian resident and I don’t provide my tax file number (TFN) or Australian business number (ABN)?
 If you don't provide your TFN or ABN (or exemption type), we are required to deduct tax from any unfranked portion of your AMP dividend at the highest marginal tax rate. AMP cannot refund tax deducted. You have to claim this tax from the Australian Tax Office when completing your tax return.

11.Does AMP send an end of year tax statement?
 No, AMP sends two dividend statements each year (one in April and one in October). These dividend statements are your tax statements.

12.I don’t live in Australia. Do you tax my dividend?
 No, the whole of the unfranked amount of the dividend is declared conduit foreign income. No Australian withholding tax is deducted from dividends paid to non-residents to the extent that the dividend is fully franked or conduit foreign income. You will need advice from your local tax agent on how to declare any dividends in your tax return.

Selling Shares

13.What is the franking on my dividend?
 The 2014 interim dividend will be franked in Australia at a rate of 70 per cent and the corporate tax rate used to determine the franking credit is 30 per cent. The whole of the unfranked amount of this dividend has been declared to be conduit foreign income. No Australian withholding tax is deducted from dividends paid to non-residents to the extent that the dividend is fully franked or conduit foreign income. For New Zealand investors, you should include the gross New Zealand dollar dividend amount in your income tax return. Franking credits cannot be claimed in New Zealand tax returns. We recommend you contact your taxation adviser if you have any questions on how your dividend is taxed.

14.How do I buy or sell AMP shares?
 

Information about buying or selling AMP shares can be found through the following link buying/selling . To trade your shares on the New Zealand Securities Exchange you will need to complete this register removal form if your holding starts with the letter i.


15.What happens to the money left in my dividend reinvestment plan (DRP) account after I sell my shares or choose to receive cash dividends?
 

As outlined in the DRP plan rules, any money left in your DRP account after you sell your shares is donated to a charity, determined by AMP.


16.I sold my shares but have just received a statement showing I still hold some – how has this happened?
 If you sold your shares between the dividend record date and the dividend payment date, and you were participating in the dividend reinvestment plan, you have received the shares from the dividend as determined on the record date. Please contact your broker about selling these remaining shares.

17.Will AMP buy my shares?
 

No. You need a broker to sell shares. Please see our buying and selling shares section.

Cost base of shares
The information set out below is not tax advice in relation to the specific circumstances of AMP shareholders. The information is intended as a general guide only and does not represent a complete analysis of all potential tax implications. You should consult your tax adviser as to the consequences for you and your personal situation.


18.I am an Australian tax resident and sold my AMP shares after 23 December 2003. How do I calculate the cost base of the shares I held as at 23 December 2003?
 

If the ONLY shares you owned at 23 December 2003 were the shares issued in the demutualisation, the cost base is calculated as follows:

  • The original cost base was A$10.43.
  • Post the AMP demerger (23 December 2003) the cost base was reduced to approximately A$7.39
  • Following the A$0.40 per share capital return in June 2005, the cost base was reduced to approximately A$6.99
  • Following the A$0.40 per share capital return June 2006, the cost base was, reduced to approximately A$6.59
  • Following the A$0.40 per share capital return June 2007, the cost base was reduced to approximately A$6.19.

If you purchased AMP shares, prior to 23 December 2003, through the prelisting facility in June 1998, share purchase plans, dividend reinvestment plan, off market transfers or on market purchases, you will need to refer to your 2004 income tax return or speak to your tax adviser who prepared your 2004 income tax return.

This is because the AMP demerger in December 2003 involved cancelling in total 29.1947766% of your AMP shares. The Tax Office considers each purchase of shares as an individual parcel and it was left to the taxpayer to decide which parcel(s) of shares were cancelled to arrive at the 29.1947766% total.

Further information can be found at the ATO website using this link:
http://calculators.ato.gov.au/scripts/axos/help/AMP_demerger1.htm#cancel


19.How do I calculate the cost base of the shares I purchased after 23 December 2003?
 

Shares purchased on market: The purchase price of your shares will be on your contract note. This price is then adjusted as necessary by the capital returns.

Shares issued under the dividend reinvestment plan: you will find the issue price on the dividend reinvestment plan page. This price is then adjusted as necessary by the capital returns.

Shares issued under the AMP rights offer: The cost base is the price you paid for those shares A$3.87 plus any incidental costs you incurred. This price is then adjusted as necessary by the capital returns.


20.What is the cost base of the Henderson Group (HHG) shares I received in the AMP demerger?
 

For information about the cost base of your HHG shares, now HGG, you need to contact Henderson Group plc at henderson@computershare.com.au


21.What is the cost base of AXA shares?
 When National Mutual demutualised, the cost base of their shares was $1.14 on 3 October 1996. When AMP and AXA merged on 30 March 2011, the market value of an AMP share was $5.32. Please refer to the ATO fact sheet for more information.