Can I transfer my Australian Super Scheme monies to my KiwiSaver portfolio?

Yes, you can. 

We are happy to accept Australian Super funds.  Can you confirm the following details and I can draw up a letter to help you with your application with your Super Scheme:

• Super Scheme Name
  Member number
  Postal address

Please send these details to us (contact@investnow.co.nz).

Why is there a refund payment to the IRD in my KiwiSaver portfolio?

The is typically for when the IRD realises the employee/employer/government contributions have been calculated and paid incorrectly. You may wish to contact Inland Revenue regarding the reason for the refund.

How do I find out if I am a member of the InvestNow KiwiSaver Scheme?

You can find out who your KiwiSaver provider is by contacting the Inland Revenue Department (IRD), or by logging in to your MyIR account.

How do I make a Hardship Application from my KiwiSaver portfolio?

Please send us an email (contact@investnow.co.nz) and we will send you a form to complete.

You will also need to provide supporting documents for the last three months regarding income, debts, and expenses you have (please note that the Statutory Declaration must be completed before the Scheme Supervisor will review the application).

Supporting documents include:

1. Bank statements and utility bills
2. Invoices
3. Debt letters
4. Credit card statements
5. Fines or credit notices
6. Any […]
   

How do I make a Permanent Emigration Withdrawal from my KiwiSaver portfolio?

Please send us an email (contact@investnow.co.nz) and we will send you a form to complete.

Please return the completed form and return it, and all supporting documents (these can be scanned and emailed to us):

• Evidence such as copies of passport pages showing date of departure or evidence of necessary visas.
• Provide utility bills or rental agreements if you have these for the last 12 months.

Please note that the […]

Now that I am over 65, how do I withdraw money from my KiwiSaver portfolio?

Please send us an email (contact@investnow.co.nz) and we will send you a form to complete for the first time you request such a withdrawal – note that you will need to have the statutory declaration witnessed. 

The form, along with the deposit slip confirming your bank account, can be scanned and emailed back to us.

For any any subsequent withdrawals just email us we […]

Can I transfer my KiwiSaver investment to my Australian Super Scheme?

Yes, you can.  Please send us an email (contact@investnow.co.nz) and we will send you a form to complete, along with supplying the following supporting documents:

• Proof of your Australian Superannuation Fund’s bank account. It must show the bank account name, bank account number, swift code, and logo of the bank.
• A letter from your Australian Superannuation Fund confirming that they accept KiwiSaver transfers.
• Evidence of your […]
  

How can I update my Multi-Factor Authentication (MFA) preference?

There are now three options available to you, for receiving your unique passcode each time you login:

• Email
• SMS/Text
• Authentication App (NEW).

To change your MFA preference and/or switch to the Authentication App, follow these simple steps:

1) Log into your account

2) Click on the email address that appears in the top righthand side of the page:

3) Select “Security Settings“:

4) […]

Producing reports for your Managed Funds & TDs portfolio

Once logged in there are three types of reports you can produce, for whatever period you choose:

• General Ledger Report – provides information about your portfolio returns, contributions, tax information, and more (Excel format)
• Investment Report – provides information about your portfolio returns, contributions, tax information, and more (PDF format)
• Tax Summary Report – provides […]