2014 National Conference "Shifting the Story Line"
The Workplace Savings NZ 2014 National Conference and Expo is being held in Auckland on August 11 & 12. More information including the Conference programme can be viewed here. Register here.
July Industry Breakfasts - 30th and 31st July
We're delighted to have Terry Shubkin, CEO, Young Enterprise Trust speak at our upcoming July breakfast events. Terry will talk about how young people learn about managing their money, and at what age you should you start to teach them. Terry is a well-regarded speaker, so be sure to visit the events page and register.
:: Trans-Tasman Portability: schemes accepting trans-tasman transfers and FAQs.
:: KiwiSaver quarterly surveys. Member login required.
:: FMC Act: Summary report for members.
:: KiwiSaver: provider information and more.
:: SuperNews: our bi-monthly e-newsletter.
:: Follow us on Twitter.
1 July 2014
Commerce Minister Craig Foss says nine KiwiSaver default providers start their seven year appointment today, offering lower fees for investors.
21 June 2014
Discussion about scheme covers broader issues such as deciding how much risk to take, and managing savings.
18 June 2014
Following changes to the regulation of Discretionary Investment Management Services (DIMS) announced Monday 16 June, by Commerce Minister, Craig Foss, the Financial Markets Authority (FMA) has released a guide to help advisers and small businesses who want to apply for a licence to provide DIMS under the Financial Markets Conduct Act.
13 June 2014
On 12 June 2014, the Minister of Revenue and the US Chargé d’Affaires signed an Intergovernmental Agreement (IGA) to implement the Foreign Account Tax Compliance Act (FATCA) in New Zealand. Read Workplace Savings NZ's response and the full media release here.
2 June 2014
Nobody has a crystal ball, so while the past can provide some indication of what an investor might expect, there are no guarantees. Sorted, the website of the Commission for Financial Literacy and Retirement Income, has a fund finder, which every KiwiSaver should have a play with at least once, and preferably every few years.