Whats New

NZ Super treats country to full menu of disclosure

18 September 2014

The recently-revamped New Zealand Superannuation Fund (NZS) website sets a new benchmark for full disclosure.

Get Sorted: Your kid's a whiz with money

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!

Superannuation Laws Amendment (2014 Measures No 1) Regulation

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.

DIY super for Kiwis not on schedule

28 August 2014

For superannuation aficionados, Schedule 3 of the Financial Markets Conduct Act (FMC) makes for titillating copy.

Financial education at work - how to park your money

14 August 2014

Words are tricky, so are numbers: when you put them both together in financial education literature the confusion ratio doubles - or does it go up exponentially? Either way, financial literacy - a major theme of the recent Workplace Savings NZ conference - is tough going.