What does the KiwiSaver Summary provide?

The KiwiSaver Summary provides a high-level overview of your portfolio, including details such as:

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

Government contributions – Contributions the government have made to KiwiSaver, 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 to KiwiSaver, 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.

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.