How do I make a voluntary contribution?

You can view the Public Trust bank account details for making a voluntary contribution by clicking ‘Deposit’ under the ‘Make a One-Off Contribution’ heading when you are logged into your InvestNow KiwiSaver Scheme account.

From your internet banking, you can simply search for InvestNow KiwiSaver Scheme as the payee in the bill payment register and complete the details. You can then save this for future contributions, or set up an automatic payment.

Payment can also be made directly to Inland Revenue […]

How do I apply for a withdrawal e.g. first home, hardship or serious illness?

Please go to our Forms page, download and complete the relevant form and then send it to us at contact@investnow.co.nz. If you have any questions or require any assistance please call us on 0800 499 466.

How do I join the InvestNow KiwiSaver Scheme?

If you are already an existing member of InvestNow:

• Login into your managed funds account and go to the Dashboard
• Click the InvestNow KiwiSaver option.
  • If you do not see “InvestNow KiwiSaver” you will have started the KiwiSaver account opening process. You can find the KiwiSaver account by clicking on “1 investor and 1 profile” in the top right hand corner.
    • Please check the box for this account and click the “1 investor and 1 profile” heading to switch to the account.

To complete […]

What are the fees for the InvestNow KiwiSaver Scheme?

InvestNow doesn’t charge any fees for you to invest in the InvestNow KiwiSaver Scheme. Fees that are charged vary by the underlying fund manager and can be found here.   Fees have been estimated using the information provided by underlying fund managers and by reference to the underlying fund’s disclosure documents.

What is swing pricing?

Swing pricing only applies to the InvestNow Milford Conservative Fund and InvestNow Milford Balanced Fund.

A swing price is applied to mitigate dilution in investment value due to transaction costs attributable to other investors buying or selling funds interests. On each valuation day the Underlying Milford Funds apply a swing factor adjustment to the price for investor applications and withdrawals. Subject to a threshold being met, the price is adjusted up or down based on the direction of the net investor flows. […]

How do I make changes to my KiwiSaver portfolio?

You can change the make up of the funds in your KiwiSaver portfolio at any time, by following these steps:

1. Log into your account and go to the “My Contributions” page (this will show you the current funds, and associated weightings, for your portfolio).
2. Click on the ‘Edit‘  under your portfolio.
3. Select the funds you would like as part of your portfolio.
   1. The default display is the funds that are currently in of your portfolio.
   2. You can use the filters on the […]