Industry Breakfast Series 2015
Following on from our well received events in 2014 our first breakfast series will be held in Auckland on Tuesday, 31st March and in Wellington on Wednesday, 1st April 2015. David Wallace, Head of Contemporary Wealth Management, AMP is our guest speaker. David will discuss FMCA - is there another way? Email us or register online here.
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.
KiwiSaver HomeStart - useful information
KiwiSaver HomeStart changes are scheduled to take effect from 1 April 2015. Click here to read Workplace Savings NZ's submission on the Taxation (KiwiSaver HomeStart and Remedial Matters) Bill. Need to know more? Click here.
The Government has also published the following information on the proposed changes:
National's helping first home buyer policy
Summary of changes
HomeStart questions and answers.
:: 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
17 March 2015
The number of KiwiSaver providers in the New Zealand market may be unsustainable, the head of one of them says.
2 March 2015
Restricted KiwiSaver and workplace super schemes could face a demand squeeze on independent trustees with just five licensed to date under the new Financial Markets Conduct Act (FMC).
23 February 2015
Banks say many more first-home buyers have passed threshold to use scheme to get them into a property.
17 February 2015
In the last two months of 2014, more than 30,000 KiwiSaver members changed provider. David Boyle (Group Manager Investor Education, Commission for Financial Capability) questions whether KiwiSaver members are switching providers without understanding the consequences.
10 February 2015
A University of Canterbury research project is exploring decisions people make regarding their KiwiSaver superannuation scheme, in what is arguably the most important financial decision of their lives.