Which funds in the InvestNow KiwiSaver Scheme charge a buy and/or sell spread?

You can see which funds charge a buy and/or sell spread click here.

If you also want to see which of our Managed Funds charge a buy/sell spread click here.

Whose KiwiSaver scheme am I joining?

The InvestNow KiwiSaver Scheme is managed by FundRock NZ Limited (FundRock). Both InvestNow and FundRock NZ are members of the Apex Group.

FundRock NZ, based in Wellington, is a specialist investment management company focused on meeting the specific needs and requirements of New Zealand investors and clients. Our objective is to provide our clients with access to world-class investment solutions and opportunities, while ensuring that these are easy to use and understand.

For more information visit https://www.fundrock.com/fundrock-new-zealand

How long does it take my KiwiSaver funds to be transferred to InvestNow?

Once you have completed your account opening, have selected the fund(s) under “My Contributions” and your current KiwiSaver provider has received the switch notification, your funds should be transferred within 10 business days.

How do I switch my KiwiSaver to InvestNow?

You will first need to set up your KiwiSaver account with InvestNow. Please refer to our FAQ here. Once your account is open, you will need to go to the “My Contributions” tab and select the fund or funds you want the KiwiSaver invested in. From there we will organise the transfer of your KiwiSaver to the InvestNow KiwiSaver Scheme, which takes approximately 10 business days.

Is there a minimum or maximum number of funds I must have in my KiwiSaver portfolio?

The minimum is one, however there is no maximum ie you can select any combination of funds available in the InvestNow KiwiSaver Scheme to meet your investing goals and objectives.

Check here for the full range of funds available in the InvestNow KiwiSaver Scheme.

Where can I see which funds are in my portfolio?

You will be able to see the funds you have selected for your KiwiSaver under the ‘Dashboard’ when you are logged in.

How often can I change the funds in my KiwiSaver portfolio?

You can change your KiwiSaver portfolio at any point and there is no limit on how many times you can change. Please note that a buy/sell transaction fee or swing price adjustment may apply when you buy/sell funds, depending upon the funds you have chosen.

How do I make a voluntary contribution?

You can view the Public Trust bank account details for making a voluntary contribution by clicking ‘Deposit’ under the ‘Make a One-Off Contribution’ heading when you are logged into your InvestNow KiwiSaver Scheme account.

From your internet banking, you can simply search for InvestNow KiwiSaver Scheme as the payee in the bill payment register and complete the details. You can then save this for future contributions, or set up an automatic payment.

Payment can also be made directly to Inland Revenue […]

How do I apply for a withdrawal e.g. first home, hardship or serious illness?

Please go to our Forms page, download and complete the relevant form and then send it to us at contact@investnow.co.nz. If you have any questions or require any assistance please call us on 0800 499 466.

How do I join the InvestNow KiwiSaver Scheme?

If you are already an existing member of InvestNow:

• Login into your managed funds account and go to the Dashboard
• Click the InvestNow KiwiSaver option.
  • If you do not see “InvestNow KiwiSaver” you will have started the KiwiSaver account opening process. You can find the KiwiSaver account by clicking on “1 investor and 1 profile” in the top right hand corner.
    • Please check the box for this account and click the “1 investor and 1 profile” heading to switch to the account.

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