Like any investment, kiwisaver involves taking some risk. Smt portal is an internetbased service accessed via use of a user name and confidential passwords. The level of risk will vary depending on the fund your savings are invested in. Compare your current investment strategies to a rival wealth plan. Can i make a kiwisaver first home withdrawal to purchase land. Amp reserves the right to change the content of my amp including product and investment information, in accordance with its obligations in respect of those products and services, and these my amp terms and conditions at any time without notice. Product disclosure statement offer of membership of the amp kiwisaver scheme issued by amp wealth management new zealand limited. There is no crown guarantee of kiwisaver schemes or investment products of kiwisaver schemes. Amp wealth management new zealand limited is the manager and issuer of the amp kiwisaver scheme. The kiwisaver investment position report is unique to the kiwi wealth kiwisaver scheme. Anz new zealand investments limited is the issuer and manager of the anz kiwisaver scheme, anz default kiwisaver scheme, anz investment funds, oneanswer kiwisaver scheme, oneanswer multiassetclass funds and oneanswer singleassetclass funds. Product disclosure statement offer of membership of the amp kiwisaver scheme issued by amp wealth management new. None of amp, the trustee of the relevant product, any amp adviser business, the underlying fund managers, any of their related companies, their directors, or any other person guarantees the investment products mentioned on.
Download the guide and product disclosure statement. For insurance benefits displayed please ensure you refer to the investment statement or. Option 2 g1 g2 nz driver licence plus one of the following. Your continued use of my amp following any changes to the my amp terms and conditions. Find out the investment returns and unit prices for kiwisaver, retirement. Contributions must be made within this time period to be considered for the annual government contribution. They are subject to investment risk, including possible loss of income and principal invested. Your kiwisaver investment maybe your largest retirement asset, so its crucial you know someone has your back. Joining is easy and you can apply or transfer online in minutes. Term deposits with anz are not deposits or liabilities of australia and new zealand banking group.
For more information, download a copy of the amp kiwisaver scheme product disclosure statement and fund update booklet. Product disclosure statement other material information document statement of investment policy and objectives fund. This is why for some years, the total value of an investment may drop and not go up, then in subsequent years, large rises provide the catchup. The product disclosure statement for the kiwi wealth super scheme was registered on 23 march 2018. Important note allocation to the westpac kiwisaver scheme. Help with personal and business banking, super, retirement, financial advice and insurance. Certain amp customers can use the smt portal section of the website to login to online information on their investments in amp retail superannuation, amp business superannuation, aspire ssrss andor the amp wealth kiwisaver scheme. The summer kiwisaver scheme is managed by forsyth barr investment management ltd. The product disclosure statement for the kiwi wealth kiwisaver scheme was registered on 29 march 2019. Other sources of kiwisaver fee and return information may use a different approach with different returns. The amp app a very handy tool for our clients amp have created an app so that you can access and manage your current kiwisaver financial information anytime, anywhere from your mobile, tablet or desktop. Want to keep up to date with the latest kiwisaver news. Choosing kiwisaver investment options is more complex than simply depositing money at the bank.
We administer members contributions mainly through the pay as you earn paye tax system. Build your first home deposit and save for retirement with the 100% nz owned and managed kiwi wealth kiwisaver scheme. Talk to a kiwisaver specialist, compare funds, use the risk profiler, and read the westpac kiwisaver scheme product disclosure statement. It keeps track of overall membership of the scheme and ensures kiwisaver deductions from employers are passed onto the members scheme provider. Its a good idea to check you are using the right pir as paying tax using the wrong tax rate is like carrying. Take control of your retirement planning with our online, awardwinning retirement calculator, future you.
Kiwisaver investments if you are looking for investment, kiwisaver, financial planning, or retirement advice we can assist you with this. By accessing nz the amp website you agree to be bound by the. However, even if youre confident that the amp kiwisaver scheme is right for you, make sure you read and understand the information contained in this investment statement before completing the application form at the back or applying online at. Kiwisaver scheme supervisors supervisors are crucial to the effective operation of kiwisaver schemes. Amp financial services, insurance, investments and. Talk to a kiwisaver specialist, compare funds, use the risk profiler, and read the westpac kiwisaver scheme product disclosure statement then, if you do decide to change your fund, you can do it all online without any paperwork or hassle. The mysuper dashboard provides a summary of the investment performance, risk and fees for amps mysuper options. By participating in kiwisaver, you can take charge of your financial future. With kiwisaver, the rate of tax you pay is called a prescribed investor rate pir and the rate is largely determined by how much you earn. Your investment in the oneanswer kiwisaver scheme might not do as well as expected and you may not receive back the full amount you contributed to your kiwisaver account. This commercial manager role sits within the software team of our strategic sourcing procurement group, and is part of a team responsible for commercial advice, sourcing and vendor management for a wide range of software categories across amp, including infrastructure, enterprise, application, platforms, investment services and market data. The age old saying of not putting all your eggs in one basket is true. Medical assurance society kiwisaver plan investment.
Before signing up, youll receive an investment statement that outlines everything you need to know about a scheme, including its fees. If you are looking for investment, kiwisaver, financial planning, or retirement advice we can assist you with this. This investment statement has been prepared in accordance with the securities amendment regulation 2011. To be a part of the amp kiwisaver scheme there are a few associated costs, which include. When you join the oneanswer kiwisaver scheme, well send you a welcome pack with your investor number to introduce you to our scheme and the available tools. The key is to choose a kiwisaver scheme that is appropriate to your personal situation. You can manage your investments and view your account balance 24 hours a day, 7 days a week. Investment solutions kiwisaver documents and forms nz funds. A product disclosure statement for each of the nz funds kiwisaver scheme, the nz funds managed superannuation service, the nz funds advised portfolio service, and nz funds wealthbuilder is available on this website or you may request a copy by contacting us. For a copy of the latest amp kiwisaver scheme product disclosure statement and fund. Amp services nz limited, and amp wealth management new zealand limited. While its great to save as much as you can, kiwisaver typically locks away your cash until youre 65. Choosing to save into a kiwisaver scheme is an important financial decision. Axa kiwisaver scheme portfolios up to two times a year free of charge.
Before signing up, youll receive a product disclosure statement that outlines everything you need to know about a scheme, including its fees. From rival wealth advisers, you can expect a tailormade strategy designed for you to reach your investment goals while limiting your risk through carefully spreading investments. Every investment statement relating to a kiwisaver scheme must contain a statement to that effect. Sample investment position report kiwi wealth kiwisaver. Kiwisaver investment options ask an authorised financial. The supervisor of the scheme is the new zealand guardian trust company limited. If youre new to my amp life youll need to register. In july, the administrator of the milford kiwisaver plan will provide the ird with investors kiwisaver contribution amounts for investors government contributions. Can i use my kiwisaver savings to buy an investment property. At amp wealth management new zealand, were committed to providing a little help, so kiwis can get started, get where they want to go, and enjoy the retirement they want. Download the product disclosure statement for the kiwi wealth. For a copy of the product disclosure statement please click on the link below. The term westpac kiwisaver may be used in this investment statement as an abbreviation for the westpac kiwisaver scheme and readers should view those terms interchangeably. Kiwisaver scheme product disclosure statements there are a wide range of investment options available to kiwisaver members.
Kiwi wealth is an essential service defined under the level 4 criteria, which means we are still here to offer timely and helpful advice and support get answers to your kiwisaver questions here and stay up to date on what covid19 means for you in the areas of finance, health and the economy, here. You may not create a hyperlink to the nz funds website without. Kiwisaver is one of new zealands main retirement savings schemes. Kiwi wealth limited has prepared this document in accordance with the financial markets conduct act 20. You can also seek advice from a financial adviser to help you to make an investment decision. Manage your kiwisaver and investment accounts on the go. Were a locally operated specialist wealth manager and general insurance provider. The amp websites were unaffected by this issue, as they do not use, and havent previously used, the vulnerable software. The calculator compares the nz funds lifecycle investment option which automatically allocates a members investment across the income, inflation and growth strategies in the nz funds kiwisaver scheme each year, based on the members age to a kiwisaver default fund. Investment statement medical assurance society kiwisaver plan this investment statement is dated 25 july 2011 and is for the purposes of the securities act 1978. All you need is you amp member account number you can find this on your welcome letter or statement. If youre disciplined, you may want to split your savings between kiwisaver and a regular investment account or paying off debt. Anyone offering a kiwisaver scheme must comply with their obligations under the kiwisaver act 2006 the act and the financial markets. There are many different options such as cash, property, bonds and sharebased kiwisaver funds.
A workbased scheme that is voluntary to join but compulsory for employers to contribute to, kiwisaver was created to help financially prepare new zealanders for retirement with the help of professional managers. Amp default fund sorted smart investor compare, invest. For more information see the asb kiwisaver scheme product disclosure statement available from this website and the register of offers of financial products at. Its easy to manage your amp superannuation with my amp online. Amp may vary these terms and conditions at any time without notice and your. The amp kiwisaver scheme scheme has 28 investment options. May 18, 2018 your kiwisaver investment maybe your largest retirement asset, so its crucial you know someone has your back. Kiwisaver rival wealth financial planning masterton. Thats where rival wealth can help we are not tied to a provider so our advice is motivated by getting you the best performance. Yes, a kiwisaver first home withdrawal can be used to buy land, provided you. These different options have varying types of risk and possible returns suitable for different types of investors. There are a wide range of investment options available to kiwisaver members.
While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty. The tracker uses quarterly data from kiwisaver providers via the disclose register. The kiwisaver financial year runs from 1 july to 30 june. Live chat is available mon fri, 8am 5pm on our website. For more information, download a copy of the amp kiwisaver scheme product disclosure statement and fund update booklet, which have been lodged on the. Amp wealth management new zealand limited is the issuer and manager of the amp kiwisaver scheme. Amp wealth management new zealand limited amendment notice 2019. Asb kiwisaver scheme quarterly fund updates asb bank. You can rest assured that your amp account data has not been exposed by this issue. Lagging performance hits amps kiwisaver scheme, but its. My amp terms and conditions amp the amp group of companies amp limited abn 49 079 354 519 incorporated in. Anyone offering a kiwisaver scheme must comply with their obligations under the kiwisaver act 2006 the act and the financial markets conduct act 20 fmc act.
You can obtain the schemes product disclosure statement and further information about the scheme on this website, from one of our offices, or by calling us on 0800 11 55 66. Download the product disclosure statement for the kiwi wealth kiwisaver scheme. Important information the information in this section is required under the. Amp bank provides clients with residential and investment property home loans. Inland revenue s role is one of a central administrator. We enjoy helping our clients determine the best strategies to reach their financial goals, by offering a range of investment options including kiwisaver, nzrt and wealthview. Your fund options with the amp kiwisaver scheme include. Jul 28, 2016 amp wealth management new zealand limited has prepared this document in accordance with the financial markets conduct act 20. Review your westpac kiwisaver scheme from time to time, and make sure youre in the right fund for your age and lifestyle.
Investment solutions kiwisaver fund updates nz funds. Medical assurance society kiwisaver plan investment statement. Government and employer kiwisaver contributions will help you build your retirement wealth. Investment statement, just call us on 0508 972 254, see. Issued by amp wealth management new zealand limited. You can join at any age up to 65, from the day you are born. Statement of investment policy and objectives sipo responsible investing policy.
A number of customers have contacted us to check if they were safe from the heartbleed security vulnerability. Oct 03, 2018 kiwisaver investment options that have shares, property, and bonds in them mean that your investment can go up or down in value, because the worth of those investment asset classes has been volatile. Offer of membership of the amp kiwisaver scheme issued by amp wealth management new zealand limited this document gives you important information about this. View your balances, investment details and recent transactions. Poor performance leads to amp losing kiwisaver market share. Superannuation, aspire ssrss andor the amp wealth kiwisaver scheme.
The specs of the amp kiwisaver funds fees, risks and explaining where your money is invested. Kiwi wealth kiwisaver scheme 100% kiwi owned and managed. We provide information on the goals and benefits of kiwisaver to help people decide whether it is right for them. As at the date of this investment statement, no switching fees. Amp wealth management new zealand limited has prepared this document in accordance with the financial markets conduct act 20. Amp wealth management new zealand limited is the issuer and manager of the amp kiwisaver scheme the scheme. Investors also get this data in their quarterly kiwisaver fund updates. Anz new zealand investments limited is the issuer and manager of the anz kiwisaver scheme and the anz default kiwisaver scheme.
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