2014 Communication Awards - Open for Entries
Entries for our 2014 Communication Awards are now open. More information, including the list of categories and how to enter, can be found here. New entrants are welcome!
Interested in Trustee Training?
Our Certificate in Trusteeship education programme is being held on the 27th and 28th of November. Click here for more information.
November Industry Breakfasts with Katie Whiffen, NAB
Katie will talk about the key learnings from 25 years in defined contribution retirement savings. This and more. Dates: Wellington, 5th November; Auckland 6th November. Plan ahead and register today!
2014 National Conference "Shifting the Story Line"
Held in Auckland on August 11 & 12, this was a very successful event with some great speakers! View the presentations here and the photo gallery here. If you attended this event, contact us to claim your CPD credits.
:: 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.
27 September 2014
Strict access rules and lack of information on grievances can bring frustration.
26 September 2014
Quality financial reporting is of central importance to those who invest their funds, their time and their loyalty into a company.
18 September 2014
The recently-revamped New Zealand Superannuation Fund (NZS) website sets a new benchmark for full disclosure.
17 September 2014
Cambridge University and the UK Money Advice Service have just published a new joint study which shows that important money habits and attitudes get formed even earlier than previously thought - by age 7!
1 September 2014
The Superannuation Laws Amendment (2014 Measures No 1) Regulation 2014 was made on 21 August 2014 and registered on the Federal Register of Legislative Instruments on 26 August 2014. This means that when you have a client who wishes to transfer their Australian Super to KiwiSaver, the relevant statutory declaration needed is now a New Zealand one, and that this will be acceptable to the provider of the Australian Super Scheme.