The Product Disclosure Statement for the Kiwi Wealth KiwiSaver Scheme was registered on 29 March 2019. For a copy of the Product Disclosure Statement please click on the link below. It may also be viewed on the Disclose Register at www.companiesoffice.govt.nz/disclose under ‘Kiwi Wealth KiwiSaver Scheme’.
Other Material Information - Who is Involved
Other Material Information - Membership
Other Material Information - Contributions and Transfers
Other Material Information - Withdrawals
Other Material Information - Fees
Other Material Information - Risks
Other Material Information - Tax
Other Material Information - Powers in Trust Deed
Statement of Investment Policy and Objectives (SIPO)
Investment management guidelines
Annual Report - 1 April 2018 to 31 March 2019
Annual Report - 1 April 2017 to 31 March 2018
Annual Report - 1 April 2016 to 31 March 2017
Annual Report - 1 April 2015 to 31 March 2016
Annual Report - 1 April 2014 to 31 March 2015
Annual Report - 1 April 2013 to 31 March 2014
Annual Report - 1 April 2012 to 31 March 2013
Annual Report - 1 April 2011 to 31 March 2012
Annual Report - 1 April 2010 to 31 March 2011
Annual Report - 1 April 2009 to 31 March 2010
Annual Report - 1 April 2008 to 31 March 2009
Annual Report - 1 April 2007 to 31 March 2008
Prior to 1 April 2010 the full financial statements for the Scheme were included in the annual report.
Full Financial Statements - 31 March 2017
Full Financial Statements - 31 March 2016
Full Financial Statements - 31 March 2015
Full Financial Statements - 31 March 2014
Full Financial Statements - 31 March 2013
Full Financial Statements - 31 March 2012
The Kiwi Wealth Master Trust was established on 27 June 2014. Currently, the funds under the Kiwi Wealth Master Trust are available to investors in the Private Portfolio Service, but are not available to the public for direct investment.
Fund Update - 30 September 2018
Fund Update - 31 December 2017
Fund Update - 30 September 2017
Fund Update - 31 December 2016
Fund Update - 30 September 2018
Fund Update - 31 December 2017
Fund Update - 30 September 2017
Fund Update - 31 December 2016
Annual Report - 1 April 2017 to 31 March 2018
Annual Report - 1 April 2016 to 31 March 2017
Full Financial Statements - 31 March 2017
Full Financial Statements - 31 March 2016
Full Financial Statements - 31 March 2015
Full Financial Statements - 31 March 2017
Full Financial Statements - 31 March 2016
The Product Disclosure Statement for the Kiwi Wealth Super Scheme was registered on 23 March 2018. For a copy of the Product Disclosure Statement please click on the link below. It may also be viewed on the Disclose Register at www.companiesoffice.govt.nz/disclose under ‘Kiwi Wealth Superannuation Scheme'.
Other Material Information - Who is involved
Other Material Information - Membership
Other Material Information - Contributions and transfers
Other Material Information - Withdrawals
Other Material Information - Fees
Other Material Information - Risks
Other Material Information - Tax
Other Material Information - Powers in Trust Deed
Other Material Information - UK transfers
Annual Report - 1 April 2018 to 31 March 2019
Annual Report - 1 April 2017 to 31 March 2018
Annual Report - 1 April 2016 to 31 March 2017
Annual Report - 1 April 2015 to 31 March 2016
Annual Report - 1 April 2014 to 31 March 2015
Annual Report - 1 April 2013 to 31 March 2014
Annual Report - 1 April 2012 to 31 March 2013
Annual Report - 1 April 2011 to 31 March 2012
Annual Report - 1 April 2010 to 31 March 2011
Annual Report - 1 April 2009 to 31 March 2010
Prior to 1 April 2010 the full financial statements for the Scheme were included in the annual report.
Full Financial Statements - 31 March 2017
Full Financial Statements - 31 March 2016
Full Financial Statements - 31 March 2015
Full Financial Statements - 31 March 2014
Full Financial Statements - 31 March 2013
Full Financial Statements - 31 March 2012
We pride ourselves on the quality of our customer communications and service and recent survey results reflect this.
