Product Disclosure Statement
KiwiSaver Plan Product Disclosure Statement
Quarterly Fund Updates
December 2023
KiwiSaver Plan Cash Fund Update December 2023
KiwiSaver Plan CashPlus Fund Update December 2023
KiwiSaver Plan Default Conservative Fund Update December 2023
KiwiSaver Plan Conservative Fund Update December 2023
KiwiSaver Plan Default Fund Update December 2023
KiwiSaver Plan Balanced Fund Update December 2023
KiwiSaver Plan Growth Fund Update December 2023
Forms
KiwiSaver Plan Retirement Withdrawal Form
KiwiSaver Plan First Home or Qualifying Previous Home Owner Withdrawal Form
KiwiSaver Plan Significant Hardship Withdrawal Form
KiwiSaver Plan Serious Illness Withdrawal Form
KiwiSaver Plan Life-Shortening Congenital Condition Withdrawal Form
KiwiSaver Plan Deceased Member Withdrawal Form
KiwiSaver Plan Australian Superannuation Retirement Withdrawal Form
KiwiSaver Plan Foreign Superannuation Taxation Withdrawal Form
KiwiSaver Plan Direct Debit Form
KiwiSaver Plan Statutory Declaration Form
KiwiSaver Plan Third Party Access Request
KiwiSaver Plan NZ Superannuation Scheme Transfer (non-KiwiSaver)
KiwiSaver Plan Permanent Emigration Excluding to Australia Withdrawal Form
KiwiSaver Plan Trans Tasman Transfer Application
Annual Reports
Other Material Information
Fisher Funds KiwiSaver Plan Other Material Information
SIPO
Fisher Funds KiwiSaver Plan SIPO
Governing Documents & Deeds
KiwiSaver Plan Trust Deed
Holdings
KiwiSaver Plan Cash Fund Full Portfolio Holdings
KiwiSaver Plan CashPlus Fund Full Portfolio Holdings
KiwiSaver Plan Default Conservative Fund Full Portfolio Holdings
KiwiSaver Plan Conservative Fund Full Portfolio Holdings
KiwiSaver Plan Default Fund Full Portfolio Holdings
KiwiSaver Plan Balanced Fund Full Portfolio Holdings
KiwiSaver Plan Growth Fund Full Portfolio Holdings
