How can I produce reports with information about my InvestNow KiwiSaver Scheme portfolio?

InvestNow is an online service. You can download statements when you are logged into your InvestNow KiwiSaver Scheme account.

There are three types of reports:

• Investment Report – provides information about your portfolio returns, contributions, tax information, and more (PDF format)
• Management Accounts Report – provides more detailed information that may […]
  

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 […]

What if I want to take a break from contributing to KiwiSaver?

If you want to take a break from contributing to KiwiSaver, you can apply for a savings suspension (previously known as a contributions holiday) by contacting the IRD.

If you’ve been in KiwiSaver for less than a year, you will need to provide them with evidence of financial hardship. Otherwise, you can apply for a savings suspension for up to a year without providing a reason, and there is no limit to how many times you can do this.

For more […]

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 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, 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 number of funds is one and the maximum number of funds you can have in your InvestNow KiwiSaver Scheme portfolio is limited only by the number of funds we offer (currently 38).

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.