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 programme is being held on the 27th and 28th of November. Click here for more information.
Stephen Halmarick on the US economy and fiscal policy
Stephen recently spoke on the US economy and fiscal policy at our September Industry breakfasts in Auckland and Wellington. View his presentation here.
2014 National Conference "Shifting the Story Line"
The Workplace Savings NZ 2014 National Conference and Expo was held in Auckland on August 11 & 12. Great speakers and a very successful event! Thank you to those who attended. View the presentations here and the photo gallery 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.
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.
28 August 2014
For superannuation aficionados, Schedule 3 of the Financial Markets Conduct Act (FMC) makes for titillating copy.
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.
11 August 2014
We all know we should save to ensure our golden years really do turn out to be what the name suggests but why do we find it so hard?