Whats New

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.

Inside Money: 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.

Can't save? Blame it on being human

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?