What does the KiwiSaver Summary provide?

InvestNow KiwiSaver - Summary Widget

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 […]

By |2020-11-26T08:50:12+13:00November 24th, 2020||Comments Off on What does the KiwiSaver Summary provide?

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

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 […]

By |2020-11-04T09:55:51+13:00October 21st, 2020||Comments Off on What if I want to take a break from contributing to KiwiSaver?

How do I make changes to my KiwiSaver portfolio?

How do I make changes to my KiwiSaver portfolio?

You can change your allocation of funds under the ‘My Portfolio’ tab. This will show your current plan. 

To change your plan, please follow these steps:

  1. Click the ‘Change your portfolio’ title and click’ Update portfolio’. 
  2. Select the funds you would like to change your plan to and click ‘Next’. 
  3. Select the percentage you would like for each fund and click ‘Next’. Please note that this must add to 100%. 
By |2020-11-11T13:26:08+13:00October 12th, 2020||Comments Off on How do I make changes to my KiwiSaver portfolio?

Whose KiwiSaver scheme am I joining?

Whose KiwiSaver scheme am I joining?

The InvestNow KiwiSaver Scheme is managed by InvestNow’s parent company, Implemented Investment Solutions (IIS).

Implemented Investment Solutions Limited, 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 http://iisolutions.co.nz/about-us/

By |2020-11-04T09:53:34+13:00October 12th, 2020||Comments Off on Whose KiwiSaver scheme am I joining?

How do I switch my KiwiSaver to InvestNow?

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.

By |2020-11-04T09:51:29+13:00October 12th, 2020||Comments Off on How do I switch my KiwiSaver to InvestNow?

Is there a minimum or maximum number of funds I must have in my KiwiSaver portfolio?

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 28).

By |2020-11-04T09:51:12+13:00October 12th, 2020||Comments Off on Is there a minimum or maximum number of funds I must have in my KiwiSaver portfolio?

How often can I change the funds in my KiwiSaver portfolio?

How often can I change the funds in my KiwiSaver portfolio?

You can change your investment plan for your KiwiSaver at any point and there is no limit on how many times you can change. Any change will currently only affect future contributions. Please note that a buy/sell margin or swing price adjustment may apply when you buy/sell funds.

By |2020-11-04T09:49:11+13:00October 12th, 2020||Comments Off on How often can I change the funds in my KiwiSaver portfolio?