Kiwi Wealth Super Scheme

    The Kiwi Wealth Super Scheme was closed to new members on 4 October 2023 and wound-up effective 31 December 2023.

    Scheme Wind-up

    With the introduction of KiwiSaver in 2007, demand for non-KiwiSaver retirement schemes such as the Kiwi Wealth Super Scheme (Scheme) declined. The decision was made to stop accepting new members to the Scheme as of 4 October 2023, and ultimately wind up the Scheme, effective 31 December 2023. The wind-up of the Scheme was completed in March 2024, with all members receiving final wind-up payments on 27 March 2024.

    Should you have any questions regarding the wind-up of the Scheme, please contact us on 0508 347437 or email [email protected].

    Key documents

    There is no current Product Disclosure Statement on issue as the Scheme has been wound up.

    Copies of historic Product Disclosure Statements for the Scheme can be found on the Disclose Register under 'Kiwi Wealth Super Scheme'.

    Kiwi Wealth Super Scheme Trust Deed
    Kiwi Wealth Super Scheme SIPO

    Annual reports

    Kiwi Wealth Super Scheme Annual Report 2023
    Kiwi Wealth Super Scheme Annual Report 2022
    Kiwi Wealth Super Scheme Annual Report 2021
    Kiwi Wealth Super Scheme Annual Report 2020
    Kiwi Wealth Super Scheme Annual Report 2019
    Kiwi Wealth Super Scheme Annual Report 2018

    Financial statements

    Kiwi Wealth Super Scheme Final Financial Statements December 2023
    Kiwi Wealth Super Scheme Financial Statements 2023
    Kiwi Wealth Super Scheme Financial Statements 2022
    Kiwi Wealth Super Scheme Financial Statements 2021
    Kiwi Wealth Super Scheme Financial Statements 2020
    Kiwi Wealth Super Scheme Financial Statements 2019