Pension Transfer

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)

Legal Documents

NZ Funds Managed Superannuation Service Product Disclosure Statement (30 March 2026)
NZ Funds Managed Superannuation Service Other Material Information (28 October 2025)
NZ Funds Managed Superannuation Service 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)
- Income Strategy – British Pounds (29 October 2026)
- Growth Strategy – British Pounds (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)
- Income Strategy – British Pounds (30 June 2026)
- Growth Strategy – British Pounds (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)
- Income Strategy – British Pounds (1 May 2026)
- Growth Strategy – British Pounds (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)
- Income Strategy – British Pounds (31 December 2025)
- Growth Strategy – British Pounds (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)
- Income Strategy – British Pounds (29 October 2025)
- Growth Strategy – British Pounds (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)
- Income Strategy – British Pounds (28 July 2025)
- Inflation Strategy (28 July 2025)
- Growth Strategy (28 July 2025)
- Growth Strategy – British Pounds (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)
- Income Strategy – British Pounds (1 May 2025)
- Inflation Strategy (1 May 2025)
- Growth Strategy (1 May 2025)
- Growth Strategy – British Pounds (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)
- Income Strategy – British Pounds (14 February 2025)
- Inflation Strategy (14 February 2025)
- Growth Strategy (14 February 2025)
- Growth Strategy – British Pounds (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)
- Income Strategy - British Pounds (25 October 2024)
- Growth Strategy - British Pounds (25 October 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)
- Income Strategy - British Pounds (24 July 2024)
- Growth Strategy - British Pounds (24 July 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)
- Income Strategy - British Pounds (29 April 2024)
- Growth Strategy - British Pounds (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)
- Income Strategy - British Pounds (13 February 2024)
- Growth Strategy - British Pounds (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)
- Income Strategy - British Pounds (27 October 2023)
- Growth Strategy - British Pounds (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)
- Income Strategy - British Pounds (28 July 2023)
- Growth Strategy - British Pounds (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)
- Income Strategy - British Pounds (2 May 2023)
- Growth Strategy - British Pounds (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)
- Income Strategy - British Pounds (14 February 2023)
- Growth Strategy - British Pounds (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 Managed Superannuation Service Fund Updates and Quarterly Disclosure Statements. (25 October 2024)

Annual Report and Financial Statements

NZ Funds Managed Superannuation Service Annual Report 2026 (14 August 2026)
NZ Funds Managed Superannuation Service Financial Statements for the year ended 31 March 2026 (14 August 2026)

Forms – Superannuation Class

Direct Debit Form (28 October 2025)
Lump Sum Contribution Form (20 February 2025)
Switch Investment Form (30 March 2026)
Notice to change Prescribed Investor Rate (PIR) Form (29 April 2025)
Change in Personal Details Form (17 October 2025)
AML - Identity Verification for an Individual Form 1 (10 October 2023)
AML - Supplementary Information for an Individual Form (17 March 2023)

Forms – ROPS Class

Notice to Change Prescribed Investor Rate (PIR) Form (17 March 2023)
Change in Personal Details Form (17 October 2025)
AML - Identity Verification for an Individual Form 1 (17 March 2023)
ROPS Class Switch Form (30 March 2026)
AML - Supplementary Information for an Individual Form (17 March 2023)
QROPS Authority to Provide Information Form (1 August 2024)
UK Pension Scheme Authority to Provide Information Form (2 December 2024)

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)