Can I transfer my Australian Super Scheme monies to my KiwiSaver portfolio?

Can I transfer my Australian Super Scheme monies to my KiwiSaver portfolio?

Yes, you can. 

We are happy to accept Australian Super funds.  Can you confirm the following details and I can draw up a letter to help you with your application with your Super Scheme:

  • Super Scheme Name
    Member number
    Postal address

Please send these details to us (contact@investnow.co.nz).

By |2026-09-04T12:50:06+12:00September 4th, 2026||Comments Off on Can I transfer my Australian Super Scheme monies to my KiwiSaver portfolio?

Why is there a refund payment to the IRD in my KiwiSaver portfolio?

Why is there a refund payment to the IRD in my KiwiSaver portfolio?

The is typically for when the IRD realises the employee/employer/government contributions have been calculated and paid incorrectly. You may wish to contact Inland Revenue regarding the reason for the refund.

By |2026-09-04T12:47:27+12:00September 4th, 2026||Comments Off on Why is there a refund payment to the IRD in my KiwiSaver portfolio?

What is the PIE tax treatment for funds that invest in international securities, shares etc?

What is the PIE tax treatment for funds that invest in international securities, shares etc?

Each PIE fund calculates its taxable income/loss from its investments, expenses and tax credits for each day in the year. The net taxable income and tax credits are divided up among all of the units of the fund, and a share of the income and credits is attributed to everyone investing in the fund. We then calculate the PIE tax based on each investors PIR.

PIE funds generally […]

By |2026-09-04T11:29:15+12:00September 4th, 2026||Comments Off on What is the PIE tax treatment for funds that invest in international securities, shares etc?

How do I make a Hardship Application from my KiwiSaver portfolio?

How do I make a Hardship Application from my KiwiSaver portfolio?

Please send us an email (contact@investnow.co.nz) and we will send you a form to complete.

You will also need to provide supporting documents for the last three months regarding income, debts, and expenses you have (please note that the Statutory Declaration must be completed before the Scheme Supervisor will review the application).

Supporting documents include:

  1. Bank statements and utility bills
  2. Invoices
  3. Debt letters
  4. Credit card statements
  5. Fines or credit notices
  6. Any […]
By |2026-09-04T11:20:07+12:00September 4th, 2026||Comments Off on How do I make a Hardship Application from my KiwiSaver portfolio?

How do I make a Permanent Emigration Withdrawal from my KiwiSaver portfolio?

How do I make a Permanent Emigration Withdrawal from my KiwiSaver portfolio?

Please send us an email (contact@investnow.co.nz) and we will send you a form to complete.

Please return the completed form and return it, and all supporting documents (these can be scanned and emailed to us):

  • Evidence such as copies of passport pages showing date of departure or evidence of necessary visas.
  • Provide utility bills or rental agreements if you have these for the last 12 months.

Please note that the […]

By |2026-09-04T11:12:06+12:00September 4th, 2026||Comments Off on How do I make a Permanent Emigration Withdrawal from my KiwiSaver portfolio?

Now that I am over 65, how do I withdraw money from my KiwiSaver portfolio?

Now that I am over 65, how do I withdraw money from my KiwiSaver portfolio?

Please send us an email (contact@investnow.co.nz) and we will send you a form to complete for the first time you request such a withdrawal – note that you will need to have the statutory declaration witnessed. 

The form, along with the deposit slip confirming your bank account, can be scanned and emailed back to us.

For any any subsequent withdrawals just email us we […]

By |2026-09-04T11:04:52+12:00September 4th, 2026||Comments Off on Now that I am over 65, how do I withdraw money from my KiwiSaver portfolio?