Annual General Meeting 2015
The Workplace Savings NZ's AGM is being held at 5.30pm on Wednesday 29th April in Wellington. Please join us for drinks and canapés, hear about the year's highlights and future aspirations, and network with like-minded colleagues. This event is free to members. If you would like to attend, email us or register online here.
May Industry Breakfasts - 13th & 14th May
Save the dates. Speaker and topic details to follow soon.
Trustee Training 2015
Thinking about Trustee training this year? Sign up for the Certificate in Trusteeship course scheduled for the 27th & 28th May. Find out more about our Professional Development programme here.
Updated Significant Financial Hardship and Serious Illness Processing Guidelines
Workplace Savings NZ has recently updated their Significant Financial Hardship and Serious Illness Withdrawal Processing Guidelines. These are now available to download here and here.
KiwiSaver HomeStart - Updated Guidelines
KiwiSaver HomeStart changes took effect on 1 April 2015. Workplace Savings NZ have updated their supporting guidelines "Buying a Home with KiwiSaver". A copy of the guidelines can be downloaded here.
:: 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.
:: Find us on Google Maps.
Level 4, 120 Featherston Street, Wellington. Ph: 04 472 2260
23 April 2015
Dr Annie Zhang's thesis 'Essays on Household Behaviour and Individual Investor Behaviour' studied a range of factors that influenced investor behaviour.
17 April 2015
The Court of Appeal has found Kiwisaver funds cannot be claimed by the Official Assignee to pay debts, overturning a previous High Court ruling.
10 April 2015
Australian moves to limit retirees’ ability to withdraw their superannuation savings as a lump sum have prompted mixed reactions from New Zealand KiwiSaver providers.
6 April 2015
Banks, fund managers, KiwiSaver providers and other financial institutions could be up for further compliance upgrades under proposals put forward in the government tax reform ‘green paper’ published last week.
4 April 2015
KiwiSavers are always being told off for switching funds for all the wrong reasons. If pressure from your bank or chasing returns isn't enough, what should you be looking for? Don't feel bad if you break up with your fund: competition helps keep providers honest and experts suggest reviewing your fund choice once a year. So how do you know if you are onto a winner?