KiwiSaver
Documents
Client Reports
- Strategy Profiles - September 2026 (25 September 2026)
- Portfolio Insights | Q42025 - Q1 2026 (14 May 2026)
- A High Standard Of Responsible Investing (22 January 2026)
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)
Information Sheets
- Annual Member Statement Fees Methodology - May 2026 (13 May 2026)
- An Introduction to KiwiSaver (13 February 2026)
- KiwiSaver Retirement Withdrawals (8 June 2026)
- Significant Financial Hardship Withdrawals (2 February 2026)
- Compliance Guidance Note - Individual/Joint Application (28 September 2023)
- Identification Requirements for Individuals (1 October 2025)
- NZ Funds KiwiSaver Scheme Payment Information (8 June 2026)
- How is KiwiSaver Taxed? (7 April 2025)
- Understanding your Tax Certificate (8 May 2026)
- Government Contributions (7 August 2025)
- KiwiSaver Contribution Cover Q&A (5 April 2023)
- Australian Superannuation Transfer Process (3 December 2024)
- Questions and Answers on Trans-Tasman Portability (3 December 2024)
- Investing on Behalf of a Minor (16 July 2025)
- KiwiSaver - a Guide for Children and Young People (9 July 2025)
Legal Documents
- NZ Funds KiwiSaver Scheme Product Disclosure Statement (30 March 2026)
- NZ Funds KiwiSaver Scheme Other Material Information (28 October 2025)
- NZ Funds KiwiSaver Scheme Statement of Investment Policy and Objectives (28 October 2025)
Fund Updates
-
For the quarter ended 30 September 2026
- Income Strategy (29 October 2026)
- Inflation Strategy (29 October 2026)
- Growth Strategy (29 October 2026)
- Balanced Fund (29 October 2026)
- Life Cycle Process – age 0-54 (29 October 2026)
- Life Cycle Process – age 65 (29 October 2026)
- Life Cycle Process – age 75 (29 October 2026)
-
For the quarter ended 30 June 2026
- Income Strategy (30 June 2026)
- Inflation Strategy (30 June 2026)
- Growth Strategy (30 June 2026)
- Balanced Fund (30 June 2026)
- Life Cycle Process – age 0-54 (30 June 2026)
- Life Cycle Process – age 65 (30 June 2026)
- Life Cycle Process – age 75 (30 June 2026)
-
For the quarter ended 31 March 2026
- Income Strategy (1 May 2026)
- Inflation Strategy (1 May 2026)
- Growth Strategy (1 May 2026)
- Balanced Fund (1 May 2026)
- Life Cycle Process – age 0-54 (1 May 2026)
- Life Cycle Process – age 65 (1 May 2026)
- Life Cycle Process – age 75 (1 May 2026)
-
For the quarter ended 31 December 2025
- Income Strategy (31 December 2025)
- Inflation Strategy (31 December 2025)
- Growth Strategy (31 December 2025)
- Balanced Fund (31 December 2025)
- Life Cycle Process – age 0-54 (31 December 2025)
- Life Cycle Process – age 65 (31 December 2025)
- Life Cycle Process – age 75 (31 December 2025)
-
For the quarter ended 30 September 2025
- Income Strategy (29 October 2025)
- Inflation Strategy (29 October 2025)
- Growth Strategy (29 October 2025)
- Balanced Fund (29 October 2025)
- Life Cycle Process – age 0-54 (29 October 2025)
- Life Cycle Process – age 65 (29 October 2025)
- Life Cycle Process – age 75 (29 October 2025)
-
For the quarter ended 30 June 2025
- Income Strategy (28 July 2025)
- Inflation Strategy (28 July 2025)
- Growth Strategy (28 July 2025)
- Balanced Fund (28 July 2025)
- Life Cycle Process – age 0-54 (28 July 2025)
- Life Cycle Process – age 65 (28 July 2025)
- Life Cycle Process – age 75 (28 July 2025)
-
For the quarter ended 31 March 2025
- Income Strategy (1 May 2025)
- Inflation Strategy (1 May 2025)
- Growth Strategy (1 May 2025)
- Balanced Fund (1 May 2025)
- Life Cycle Process – age 0-54 (1 May 2025)
- Life Cycle Process – age 65 (1 May 2025)
- Life Cycle Process – age 75 (1 May 2025)
-
For the quarter ended 31 December 2024
- Income Strategy (14 February 2025)
- Inflation Strategy (14 February 2025)
- Growth Strategy (14 February 2025)
- Balanced Fund (14 February 2025)
- Life Cycle Process – age 0-54 (14 February 2025)
- Life Cycle Process – age 65 (14 February 2025)
- Life Cycle Process – age 75 (14 February 2025)
-
For the quarter ended 30 September 2024
- Income Strategy (25 October 2024)
- Inflation Strategy (25 October 2024)
- Growth Strategy (25 October 2024)
- Balanced Fund (14 November 2024)
- Life Cycle Process – age 0-54 (25 October 2024)
- Life Cycle Process – age 65 (25 October 2024)
- Life Cycle Process – age 75 (25 October 2024)
-
For the quarter ended 30 June 2024
- Income Strategy (24 July 2024)
- Inflation Strategy (24 July 2024)
- Growth Strategy (24 July 2024)
- Balanced Fund (14 August 2024)
- Life Cycle Process – age 0-54 (24 July 2024)
- Life Cycle Process – age 65 (24 July 2024)
- Life Cycle Process – age 75 (24 July 2024)
-
For the quarter ended 31 March 2024
- Income Strategy (29 April 2024)
- Inflation Strategy (29 April 2024)
- Growth Strategy (29 April 2024)
- Balanced Fund (29 April 2024)
- Life Cycle Process – age 0-54 (29 April 2024)
- Life Cycle Process – age 65 (29 April 2024)
- Life Cycle Process – age 75 (29 April 2024)
-
For the quarter ended 31 December 2023
- Income Strategy (13 February 2024)
- Inflation Strategy (13 February 2024)
- Growth Strategy (13 February 2024)
- Balanced Fund (13 February 2024)
- Life Cycle Process – age 0-54 (13 February 2024)
- Life Cycle Process - age 65 (13 February 2024)
- Life Cycle Process - age 75 (13 February 2024)
-
For the quarter ended 30 September 2023
- Income Strategy (27 October 2023)
- Inflation Strategy (27 October 2023)
- Growth Strategy (27 October 2023)
- Balanced Fund (27 October 2023)
- Life Cycle Process – age 0-54 (27 October 2023)
- Life Cycle Process - age 65 (27 October 2023)
- Life Cycle Process - age 75 (27 October 2023)
-
For the quarter ended 30 June 2023
- Income Strategy (28 July 2023)
- Inflation Strategy (28 July 2023)
- Growth Strategy (28 July 2023)
- Balanced Fund (28 July 2023)
- Life Cycle Process – age 0-54 (28 July 2023)
- Life Cycle Process – age 65 (28 July 2023)
- Life Cycle Process – age 75 (28 July 2023)
-
For the quarter ended 31 March 2023
- Income Strategy (2 May 2023)
- Inflation Strategy (2 May 2023)
- Growth Strategy (2 May 2023)
- Balanced Fund (2 May 2023)
- Life Cycle Process – age 0-54 (2 May 2023)
- Life Cycle Process – age 65 (2 May 2023)
- Life Cycle Process – age 75 (2 May 2023)
-
For the quarter ended 31 December 2022
- Income Strategy (14 February 2023)
- Inflation Strategy (14 February 2023)
- Growth Strategy (14 February 2023)
- Balanced Fund (14 February 2023)
- Life Cycle Process – age 0-54 (14 February 2023)
- Life Cycle Process – age 65 (14 February 2023)
- Life Cycle Process – age 75 (14 February 2023)
- Use the 'Search' function at this link to view previous NZ Funds KiwiSaver Scheme Fund Updates and Quarterly Disclosure Statements. (25 October 2024)
Annual Report and Financial Statements
- NZ Funds KiwiSaver Scheme Annual Report 2026 (13 August 2026)
- NZ Funds KiwiSaver Scheme Financial Statements 2026 (13 August 2026)
Member Forms
- Application for Withdrawal (First Home Purchase) Form (20 July 2026)
- Application for Withdrawal (Life-shortening Congenital Condition) Form (28 July 2026)
- Application for Withdrawal (Retirement) Form (17 July 2026)
- Application for Subsequent Withdrawal (Retirement) Form (23 July 2026)
- Application for Withdrawal (Serious Illness) Form (16 July 2026)
- Authority to provide information (Australian Superannuation) Form (19 July 2022)
- Change in Member Contact Details Form (17 October 2025)
- Contribution Cover Partners Life Claim Form (15 July 2025)
- Death Payment Request (No Probate of Will Granted) Form (30 July 2026)
- Death Payment Request (Probate of Will Granted) Form (29 July 2026)
- Direct Debit Form (26 June 2026)
- Email Consent Form (21 October 2025)
- AML - Identity Verification for an Individual Form 1 (5 December 2023)
- AML - Identity Information for a Parent or Guardian Form (30 March 2026)
- KiwiSaver Deduction Form (10 April 2026)
- Notice to Change Prescribed Investor Rate (PIR) Form (26 June 2026)
- Preferred KiwiSaver Provider Application Form (30 July 2026)
- Permanent Emigration Declaration (Excluding Australia) Form (30 July 2026)
- Permanent Emigration Declaration Form (7 July 2026)
- Savings Suspension Form (30 November 2021)
- AML - Supplementary Information for an Individual Form (17 March 2023)
- Switch Investment Form (30 July 2026)