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:
To complete […]
What are the fees for the InvestNow KiwiSaver Scheme?
InvestNow doesn’t charge any fees for you to invest in the InvestNow KiwiSaver Scheme. Fees that are charged vary by the underlying fund manager and can be found here. Fees have been estimated using the information provided by underlying fund managers and by reference to the underlying fund’s disclosure documents.
How do I select the funds for my portfolio?
You can select the funds when you set up your InvestNow KiwiSaver Scheme account. You will need to select your funds and the weighting for each investment.
To change your plan, please follow these steps:
What is swing pricing?
Swing pricing only applies to the InvestNow Milford Conservative Fund and InvestNow Milford Balanced Fund.
A swing price is applied to mitigate dilution in investment value due to transaction costs attributable to other investors buying or selling funds interests. On each valuation day the Underlying Milford Funds apply a swing factor adjustment to the price for investor applications and withdrawals. Subject to a threshold being met, the price is adjusted up or down based on the direction of the net investor flows. […]
Why am I not receiving my Passcode as a text message?
If you have elected to receive your Passcode via text, but they are not coming through, please check our Service Status page to see if there is an issue at our end. When we do experience issues with the Passcode text service we will switch everyone to email until the issue is resolved.
If there is no known issues at our end, please check that you are able to receive text messages from other numbers/services – if […]
How do I add a Member to my InvestNow account?
This is something we will need to do for you. Send us an email (contact@investnow.co.nz) and we will send you details of what we need.
How do I make changes to my KiwiSaver portfolio?
You can change the make up of the funds in your KiwiSaver portfolio at any time, by following these steps: