What does the KiwiSaver Summary provide?

It provides a high-level overview of your portfolio, including details such as:

Your contributions – Contributions you have made, from the time you first joined KiwiSaver (includes if you joined KiwiSaver before switching to InvestNow).

Employer’s contributions – Contributions your employer(s) have made, from the time you first joined KiwiSaver (includes if you joined KiwiSaver before switching to InvestNow).

Government contributions – Contributions the government have made, from the time you first joined KiwiSaver (includes if you joined KiwiSaver before switching to InvestNow).

Other contributions – Any other contributions your employer(s) have made, from the time you first joined KiwiSaver (includes if you joined KiwiSaver before switching to InvestNow).

Gains/(losses) after fees – any gains or losses, after management fees, you have made in your KiwiSaver portfolio since joining the InvestNow KiwiSaver Scheme.

Withdrawals – any withdrawals from your KiwiSaver portfolio – for example it would include any refunds to Inland Revenue to correct contributions made via Inland Revenue, since joining the InvestNow KiwiSaver Scheme.

Tax refund/(paid) – any taxes paid/refunded since joining the InvestNow KiwiSaver Scheme. Note that this excludes any Portfolio Investment Entity (PIE) tax that is accrued but not yet paid or refunded.

You can change the period, for data supplied, by clicking the down-arrow in the top righthand corner of the Summary.