Income Generator
Documents
Client Tools
- The Guide to A Fully Funded Retirement Using KiwiSaver (1 July 2025)
- The Guide to Investment Tax (22 February 2024)
- Investment Outlook - H1 2026 (28 April 2026)
Legal Documents
- Income Generator Product Disclosure Statement (PDS) (28 October 2025)
- Income Generator Other Material Information (28 October 2025)
- Income Generator Statement of Investment Policy and Objectives (28 October 2025)
Fund Updates
- Income Generator fund update for the quarter ended 30 September 2026 (29 October 2026)
- Income Generator fund update for the quarter ended 30 June 2026 (30 June 2026)
- Income Generator fund update for the quarter ended 31 March 2026 (1 May 2026)
- Income Generator fund update for the quarter ended 31 December 2025 (31 December 2025)
- Income Generator fund update for the quarter ended 30 September 2025 (29 October 2025)
- Income Generator fund update for the quarter ended 30 June 2025 (28 July 2025)
- Income Generator fund update for the quarter ended 31 March 2025 (1 May 2025)
- Income Generator fund update for the quarter ended 31 December 2024 (14 February 2025)
- Income Generator fund update for the quarter ended 30 September 2024 (25 October 2024)
- Income Generator fund update for the quarter ended 30 June 2024 (24 July 2024)
- Income Generator fund update for the quarter ended 31 March 2024 (29 April 2024)
- Income Generator fund update for the quarter ended 31 December 2023 (13 February 2024)
- Income Generator fund update for the quarter ended 30 September 2023 (27 October 2023)
- Income Generator fund update for the quarter ended 30 June 2023 (28 July 2023)
- Income Generator fund update for the quarter ended 31 March 2023 (2 May 2023)
- Income Generator fund update for the quarter ended 31 December 2022 (14 February 2023)
- Use the 'Search' function at this link to view previous NZ Funds Income Generator Fund Updates and Quarterly Disclosure Statements. (25 October 2024)
Annual Report and Financial Statements
- NZ Funds Income Generator Annual Report 2026 (13 August 2026)
- NZ Funds Income Generator Financial Statements for the year ended 31 March 2026 (14 August 2026)
Information Sheets
- Understanding your Tax Certificate (8 May 2026)
- Compliance Guidance Note - Individual/Joint Application (28 September 2023)
- Identification Requirements for Individuals (1 October 2025)
- Investing on Behalf of a Minor (17 July 2025)