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Articles tagged with 'KiwiSaver'

No shift on KiwiSaver balance gender gap

24 May 2024 - New KiwiSaver analysis for 2023 shows the 25% gap between men and women’s balances did not improve over the year.

Best and worst KiwiSavers according to Consumer

16 April 2024 - Kiwi-owned providers have come out on top of Consumer’s annual KiwiSaver satisfaction survey.

Gender pay gap and not contribution rates disadvantage women on KiwiSaver

3 April 2024 - Research by Auckland University of Technology for the Retirement Commission points to the gender pay gap as the main cause for women contributing less.

Bayly will talk to coalition partners before any change to KiwiSaver

27 March 2024 - Minister of Commerce and Consumer Affairs Andrew Bayly says he wants to focus on capital markets and KiwiSaver providers have a part to play.

Investment manager cleared of assault

20 March 2024 - An Auckland investment and KiwiSaver manager charged with assault following a fracas that left his neighbor with an injured eye, has been acquitted by a jury after pleading self-defence.  

Kiwis, depending on their age group, generally want compulsory KiwiSaver

6 March 2024 - Most Kiwis, bar Millennials, think regular KiwiSaver contributions should be compulsory, a survey has found.

KiwiSaver portability settings blocking investors from private asset benefits

29 February 2024 - A legal opinion by law firms Chapman Tripp and MinterEllisonRuddWatts has outlined proposed changes to the KiwiSaver framework to support investment in private assets.

KiwiSaver reaches $104 billion

14 February 2024 - Market movements saw KiwiSaver assets grow $8 billion in the last quarter of 2023, ending the year at $104 billion according to Morningstar’s latest data.

Keep pension at 65, young ones might need it

26 January 2024 - The NZ Society of Actuaries retirement income interest group has come out against changing superannuation eligibility for Kiwis.

The tipsy-topsy world of recent KiwiSaver performance

25 January 2024 - Performing well in the December quarter was at odds with KiwiSaver funds' longer-term performance and vice versa, according to the latest MJW survey.

How to Change to a Digital KiwiSaver Advice Process

24 January 2024 - Digitisation provides many benefits to both financial advisers and their clients. But, once you’ve decided to embrace going digital, how do you know where to start? Which areas of your KiwiSaver advice process should be the first to go digital, and which will bring the most benefits to your business?

Simplicity starts year with a fee cut

4 January 2024 - Simplicity cuts its fees for the six consecutive year and criticises other managers for not doing the same.

KiwiSaver - is consolidation on the cards?

31 October 2023 - KiwiSaver has finally hit a speed bump shrinking for the first time to end the September quarter at $96.2 billion. That’s down around $2 billion from June.

KiwiWrap KiwiSaver has highest average balance

25 October 2023 - With an average balance of more than $120,000, KiwiWrap is way ahead of other KiwiSaver providers, although it has under 300 members.

KiwiSaver fee revenue drops for the first time since 2007

20 September 2023 - Fee revenue from KiwiSaver dropped 8.1% in the year to 31 March 2023 says the latest Financial Markets Authority’s KiwiSaver annual report.

Submissions open on new 'protection of KiwiSaver members' bill

11 September 2023 - Parliament’s finance and expenditure committee has called for public submissions on the Employment Relations (Protection for Kiwisaver Members) Amendment Bill.

Sub-optimal contributions all round

28 August 2023 - Just 16% of Kiwi employers contribute more than the mandated minimum of 3% to employees’ KiwiSaver, according to National Capital’s KiwiSaver Value for Money report for the June quarter.

National’s KiwiSaver splitting: innovation or complication?

17 August 2023 - National MP Andrew Bayly does not think allowing New Zealanders to split their KiwiSaver savings over multiple providers would be too tricky to administer.

National floats allowing KiwiSaver splitting

17 August 2023 - The National Party says if it is elected it will allow KiwiSaver members to split their savings amongst multiple providers.

KiwiSaver nudges $100b, Generate celebrates

11 August 2023 - KiwiSaver assets grew 6% - $92 billion to $98 billion -  over the June quarter while all multisector KiwiSaver funds produced positive returns,  reports Morningstar’s quarterly KiwiSaver Survey.

Landlords keen on KiwiSaver for tenancy bonds

18 July 2023 - Landlords are in favour of National’s election promise to allow under-30-year-olds to use KiwiSaver for tenancy bonds.

Bayly, fund managers on KiwiSaver for tenancy bonds

18 July 2023 - National Party finance spokesperson Andrew Bayly, says he doesn’t know if KiwiSaver providers were consulted about the party’s new KiwiSaver policy as the initiative was led by Chris Bishop.

Bayly, fund managers on KiwiSaver for tenancy bonds

18 July 2023 - KiwiSaver fund managers are mulling over the implications of the National Party’s announcement that it will let under-30-year-olds use KiwiSaver for tenancy bonds.

KiwiSaver gender gap widens further, average balances drop

11 July 2023 - The gender gap for average KiwiSaver balances widened five per cent from 2021 to 2022, increasing from 20 to 25 per cent.

Budget boost addresses gender imbalance on KiwiSaver

18 May 2023 - Under the heading ‘backing parents of young children’ the government has taken aim at the on-average lower KiwiSaver balances of women compared to men.

National Capital serves first KiwiSaver rating report

16 May 2023 - Key personnel changes in the KiwiSaver industry could have important implications for investment processes and organisational culture.

A good quarter for KiwiSaver

10 May 2023 - Rebounding share markets in the March quarter helped all the multi-sector KiwiSaver funds produce positive returns.

Employers including KiwiSaver as part of pay packets instead of on top

26 April 2023 - New research has revealed the prevalence of employers including KiwiSaver contributions as part of their employees’ total remuneration rather than on top of their earnings.

Lawyer petitions for probate tweak on KiwiSaver funds

24 April 2023 - A Canterbury law firm specialising in wills and estates is petitioning parliament to enable executors of wills to access funds of up to $25,000 without needing High Court paperwork.

Call for transparency to ensure investor confidence

28 March 2023 - KiwiSaver providers should tell clients about exposures to Silicon Valley Bank and Signature Bank and put them in context to restore confidence.

Wealthpoint Nelson Grows Their Revenue and Improves Their Client Experience with a New KiwiSaver Tool

22 March 2023 - Nigel Rukuwai’s introduction to this KiwiSaver tool occurred in an unlikely place: the back of a taxi. Returning from a meeting, Nigel’s colleague told him about a tool they had begun using that made it easy to review and recommend KiwiSaver - OMNIMax.

KiwiSaver managers making excessive profits: Stubbs

14 March 2023 - Simplicity cuts KiwiSaver fees and complains other managers are charging too much.

Call for simple KiwiSaver benchmarks to replace ‘Frankenstein constructs’

1 March 2023 - KiwiSaver benchmarks, while fulfilling a government mandate, don’t serve much purpose, a new study says.

Q4 triage for last year’s KiwiSaver carnage

17 February 2023 - A market rally at the end of 2022 saw the value of KiwiSaver assets recover $3 billion in the December quarter, although the market lost 12% for the year, shrinking from $90.2 billion  to $86.5 billion.

Venture capital attracts another KiwiSaver

16 December 2022 - Generate is the third KiwiSaver scheme to invest in venture capital putting $20 million into New Zealand’s largest VC firm Movac.

Median balance at 65 for KiwiSaver drawdown to current 50-year-olds

24 November 2022 - Ongoing KiwiSaver contributors aged 50 have an expected median balance of $124,400 in today’s dollars when they turn 65, according to a new report.

KiwiSaver mirrors difficult market in Q3

18 November 2022 - Challenging underlying market conditions experienced over the September quarter were evident in returns listed in the Morningstar KiwiSaver Survey Q3.

Westpac KiwiSaver picks up new members

8 November 2022 - Westpac saw its KiwiSaver FUM fall in the most recent financial year, but it picked up many new members.

KiwiSaver 2022: higher fees, lower investment returns

4 October 2022 - New Zealand’s 3.168 million KiwiSaver members paid $692 million in fees in 2022, a 6.9% increase from the previous year. These fees - a combination of administration and management charges -  chewed up more than half of members’ investment returns, which this year dropped 90% to $1.3b.

What KiwiSaver might look like in 2050

27 September 2022 - Retirement Commissioner Jane Wrightson is calling for KiwiSaver to be made compulsory and the minimum contribution rate ramped up to 5%.

KiwiSaver performance good but sliding – survey

13 September 2022 - Satisfaction with KiwiSaver providers remains high but is declining, according to a new report.

It’s a fact: KiwiSaver fees in NZ are low

9 September 2022 - New research shows that KiwiSaver fees in New Zealand are lower than fees on similar funds in other countries.

Inflation eroding super payments and savings rapidly

6 September 2022 - Inflation is eroding super payments and savings rapidly while costs are rising.

The great KiwiSaver U-turn

31 August 2022 - A day after saying GST would be applied to KiwiSaver fees the government has done a massive u-turn and reversed the plans.

Parker quietly tables proposed $225m KiwiSaver tax

31 August 2022 - Levying GST on KiwiSaver and managed funds fees could slice $186 billion from New Zealanders' saving balances by 2070.

[TMM] Saturday Special

27 August 2022 - Each Saturday we thought we would highlight TMM features of interest to mortgage advisers. Today the link is to a feature in TMM about how you can...

$6.3 billion wiped off KiwiSaver

12 August 2022 - Morningstar reveals another bad quarter for KiwiSaver funds.

A cluster of ‘modest’ accounts: what KiwiSaver balances really look like

12 July 2022 - In what’s believed to be an industry first, the NZ Society of Actuaries has produced a report that analyses account-level data for a large segment of the KiwiSaver market.

Want crypto, clean energy or property with your KiwiSaver?

7 May 2022 - Kōura Wealth has added three thematic funds to its KiwiSaver offering, but limits how much of a member's portfolio can be invested in them.

New default KiwiSaver funds start in reverse

26 April 2022 - The new default KiwiSaver funds start with negative returns.

[GRTV] Why a new KiwiSaver fund is launched

21 April 2022 - Kernel Wealth founder and chief executive Dean Anderson explains why he changed his mind and is about to launch a KiwiSaver fund. [+ AUDIO]

New equities only KiwiSaver fund

12 April 2022 - Index manager Kernel rolls out a KiwiSaver product and cuts fees.

What researchers found when they looked at 3 million KiwiSaver accounts

11 April 2022 - Data gathered from almost three million members of KiwiSaver has highlighted the gender gap in Kiwis’ balances in the retirement savings scheme,...

Financing the invasion of Ukraine

8 March 2022 - Warren Buffett is fond of saying that you only find out who is swimming naked when the tide goes out. The invasion of Ukraine has created low tide for all the funds that have been invested in Russian government bonds and major companies aligned to the Kremlin. They have been exposed.

Generate KiwiSaver pumps $13.7 mill into social housing

4 March 2022 - Generate KiwiSaver has made a second investment into social housing.

Doing well, doing good: ethical KiwiSaver funds top rankings

14 February 2022 - KiwiSaver funds emphasising responsible investing were the top performers in the December quarter, according to the latest Morningstar report.

Providing the personalised KiwiSaver advice that clients deserve, at scale...

14 January 2022 - Amicus Group finds the answer to service its KiwiSaver clients.

KiwiSaver 2.0 - Financial advice for all

10 December 2021 - The future of KiwiSaver could involve universal financial advice for all members but it's not without its pitfalls.

Buy/sell spreads will cost KiwiSaver members

7 December 2021 - Four of the six KiwiSaver default providers are passing on buy or sell spread costs, or both, to their members to reflect the cost of buying and selling underlying investments.

Forsyth Barr launches funds management business

2 December 2021 - Forsyth Barr has launched a specialist funds management operation, Octagon Asset Management, which will take over managing its KiwiSaver scheme.

Simplicity drops membership fees for all products

1 December 2021 - Simplicity has dropped its membership fees from all of its products effective immediately.

Kiwi Wealth appoints familiar face as new CEO

1 December 2021 - Kiwi Wealth, the largest New Zealand-owned KiwiSaver provider, has appointed a familiar face to take over the reins as its new chief executive officer.

Default-Day for KiwiSaver

1 December 2021 - From today, about 233,000 KiwiSaver default fund members will be transferred to new providers after the Government made sweeping changes to the scheme on the morning of Friday, May 14.

KiwiSaver default funds - all you need to know

30 November 2021 - Good Returns has gathered information from the six KiwiSaver default fund providers - everything from fees to customer support and how those funds will be invested. 

More people using financial advisers: ASB

24 November 2021 - A survey by the ASB has found New Zealanders are now more likely to consult an adviser when looking for the best way to look after their money.

Stubbs vows to reduce fees after Simplicity hits the $4 billion mark

12 November 2021 - Simplicity's Sam Stubbs says the not-for-profit fund manager's fees are still "way too high" and has vowed to reduce them after the company reached $4 billion of funds under management.

[GRTV] Rob Everett on value for money, the great KiwiSaver land grab and fees

7 November 2021 - What's value for money with KiwiSaver? Former Financial Markets Authority chief executive Rob Everett provides answers in this Good Returns TV interview.  [Including Podcast]

Investment avoidance not good enough says Pathfinder

18 October 2021 - Pathfinder executives say KiwiSaver managers must do more to prove their ethical investment policies and products are making the difference they say they are.

Higher fee KiwiSaver managers delivering superior returns

11 October 2021 - The government and the Financial Markets Authority (FMA) want lower KiwiSaver fees but some of the best after-fees returns are being delivered by managers that charge well above the average.

Pathfinder unpacks its Easy Crypto investment

11 October 2021 - Pathfinder's John Berry says while the company won't directly invest in cryptocurrencies it is interested in solving a bigger problem - helping the world's 'unbanked' find financial security.

First adviser-led KiwiSaver scheme

8 October 2021 - Low profile adviser group Aurora Financial has establised a new firm with its own KiwiSaver scheme with a strong ESG focus.

Fisher Funds buys Aon’s Kiwisaver scheme

6 October 2021 - Fund manager Fisher Funds has bought Aon New Zealand’s KiwiSaver business, adding a billion dollars to its funds under management, although the price isn't being disclosed.

[The Wrap] Solving the KiwiSaver value for money equation

2 October 2021 - Sometimes when the regulator speaks it feels like a parent telling their children to tidy their room for the umpteenth time.

ANZ scales up, drops membership fees

1 October 2021 - ANZ New Zealand Investments has dropped its annual membership fee from all its managed KiwiSaver schemes.

KiwiSaver fees - Sam says the big players are ripping you off

1 October 2021 - Sam Stubbs says the biggest KiwiSaver managers are ripping Kiwis off after the FMA revealed just how much was made in fees by KiwiSaver scheme providers over the past year.

Crypto out, but new funds in

30 September 2021 - Generate explains why it’s not interested in cryptocurrencies, instead it has plans for some new funds.

KiwiSaver funds soar, non-contributors still a worry

28 September 2021 - More than 1.2 million KiwiSaver members did not invest in the scheme in the year to March 31, showing that while KiwiSaver has hit new heights in funds under management, there are big opportunities for providers and advisers.

Experts ponder compulsory KiwiSaver

22 September 2021 - The number may be daunting - more than $1 million for a couple to retire comfortably - but many Kiwis won't have anything close to that in their KiwiSaver accounts by retirement age.

MMC picks up another default KiwiSaver provider

20 September 2021 - Kiwi Wealth has followed BNZ and put administration of its default KiwiSaver Scheme on the MMC platform. MMC says this is an extension of its services...

BNZ cuts KiwiSaver and managed fund fees

16 September 2021 - In efforts to protect its status as a default KiwiSaver provider, the BNZ will lower fees for its KiwiSaver and YouWealth funds to 0.45% at the end of the month.

Robotics and superconductor wire make it into Booster's KiwiSaver portfolios

11 September 2021 - Booster has added more private equity investments into its KiwiSaver portfolios.

Loss leader or game-changer? - the first zero-fee KiwiSaver fund

10 September 2021 - There have been mixed reactions to NZ Funds' zero-fee KiwiSaver fund coming to market with some commentators saying it's a bold move while others say it's simply a "loss leader".

BNZ goes live with MMC’s registry services for KiwiSaver

6 September 2021 - BNZ have gone live with MMC’s registry services to support its default KiwiSaver scheme.

First zero fee KiwiSaver fund arrives

1 September 2021 - [UPDATED] NZ Funds, often considered one of the more expensive managers in the New Zealand market has launched a zero fee KiwiSaver fund which will be solely distributed through financial advisers.

Fossil fuel investment drops 'but not fast enough'

25 August 2021 - KiwiSaver funds invested in fossil fuel-producing companies fell by $331 million in the six months to the end of March, according to new data released by Mindful Money.

Pathfinder joins the $100 million club

10 August 2021 - Pathfinder may be one of New Zealand's newest and smallest KiwiSaver providers but is growing rapidly and has hit its first major milestone with over $100 million of assets under management.

KiwiSaver rides the waves

5 August 2021 - KiwiSaver funds continue to ride the wave of buoyant stock markets with all funds making positive returns to the quarter ending June 30.

Kiwis concerned about retirement savings

28 July 2021 - More than 60% of New Zealanders are worried they will not have enough money to support themselves in their retirement, a new KiwiSaver study shows.

FMA focus - Money laundering, cybercrime, disclosure and more

20 July 2021 - The Financial Markets Authority (FMA) has its work cut out for it over the next 12 months dealing with a range of issues from insider trading, false advertising and the CoFI Bill to cybercrime, KiwiSaver and compliance.

Westpac drops KiwiSaver fees

20 July 2021 - Westpac NZ is reducing fees on its KiwiSaver Scheme funds saying the drop will deliver significant savings for its more than 380,000 members.

ASB joins AMP on the BlackRock bandwagon

20 July 2021 - ASB, like AMP, has signed up with the world's largest investment firm to manage its KiwiSaver and other managed funds.

InvestNow platform opening up to advisers

15 July 2021 - The Anthony Edmonds run InvestNow platform is opening up to advisers and adding funds to fuel its KiwiSaver proposition.

Investor confidence up - but beware the bursting bubble

7 July 2021 - Investor confidence is on the up but the head of the FMA is sounding a word of warning to people investing in shares to seek advice as their portfolios grow.

Women win financial stakes

28 June 2021 - New data from ASB shows that women are financially better off on a daily basis than men, but that's not all the story.

Covid-related KiwiSaver switches less likely with an adviser

17 June 2021 - Young people dominated the high level of KiwiSaver fund switching during the height of Covid-19 market volatility last year but were less likely to switch if they were with a non-bank provider, KiwiSaver provider data shows.

Saving KiwiSaver: why contributions matter more than fees

14 June 2021 - Fees have been in the spotlight recently but Mint head of sales and marketing, David Boyle, explains why we need to dig deeper to understand what is really stopping KiwiSaver members from saving...

[GRTV] Getting good returns from fixed interest

9 June 2021 - My Fiduciary principal Chris Douglas reveals how he is investing in fixed income in this low interest rate environment and gives his views on the great KiwiSaver shakeout.

Robo-advice KiwiSaver platform links up with NZFSG

1 June 2021 - NZFSG-backed Select Investments has acquired a stake in roboadvice KiwiSaver platform Kōura Wealth, with the digital platform looking to team up with...

Robo-advice KiwiSaver links up with advisers

1 June 2021 - NZFSG-backed Select Investments has acquired a stake in robo-advice KiwiSaver platform Kōura Wealth, with the digital platform looking to team up with mortgage advisers.

Roboadvice scheme calls for financial advisers

31 May 2021 - KiwiSaver provider Kōura Wealth, which launched as a roboadvice service, has now has called on financial advisers for help.

KiwiSaver: Young Kiwis in the wrong fund

25 May 2021 - The FMA are calling on young Kiwis to check they are in the right KiwiSaver fund following the large-scale switching during Covid-19 market fluctuations.

MBIE defends KiwiSaver shakeup

20 May 2021 - MBIE has defended its shake-up of the KiwiSaver default schemes, against industry voices who have accused the Government of a risky fee-focused approach.

KiwiSaver: Concern over fee-focused default funds

19 May 2021 - Some industry voices are concerned the new Government approach to default KiwiSaver schemes will not provide the best outcomes for members.

[The Wrap] What we learnt from the great KiwiSaver shakeout

16 May 2021 - There’s something very passive about the active shakeout of KiwiSaver default funds.

How three sacked KiwiSaver default providers reacted

15 May 2021 - Three default providers have names starting with A, but they did not make the A list in the recently announced KiwiSaver shakeout.

Axed KiwiSaver funds haven't done a good job

15 May 2021 - Booster managing director Allan Yeo says retaining KiwiSaver is reward for the firm's engagement with members and low fees.

Bye bye big banks - New KiwiSaver default fund providers celebrate

14 May 2021 - It's been a day of celebrations for KiwiSaver default providers, especially for the two new fund managers - Simplicity and Smartshares.

KiwiSaver shake up not just about fees

14 May 2021 - Head of sales and marketing at Mint Asset Management, David Boyle, says once the new default providers conclude their celebrations, it will be time to get to work.

Fisher Funds - 'not a cut-price fund manager'

14 May 2021 - Fisher Funds chief executive Bruce McLachlan says he is both surprised and disappointed they could not retain their default provider status.

Five KiwiSaver providers lose default status; Two new ones added

14 May 2021 - The government has slashed the number of KiwiSaver default providers from nine to six with five of the existing providers being removed from Dec 1.

Kiwi Wealth invests more into private equity

10 May 2021 - Kiwi Wealth KiwiSaver has committed up to $50 million to leading investment firm Pioneer Capital with a focus on New Zealand businesses exporting high-value products and services in large international markets.

Generate bolsters its management team

6 May 2021 - Generate KiwiSaver has made two new appointments to its management team.

UK trialling ‘sidecar savings’: Expert says NZ could do it better

28 April 2021 - David Boyle says that New Zealand is in a prime position to lead the world in this new trend of financial security.

NZ Funds defends advertising campaign

23 April 2021 - James Grigor, CIO at NZ Funds told Good Returns that its advertisement of 107% returns in 2020 aligns with industry-wide practice, despite backing down after guidance from the FMA.

FMA warning – Don't overstate your 2020 returns

22 April 2021 - The FMA has released a warning to fund managers to not overstate the importance of their 2020 returns due to large fluctuations in the market last year.

Returning Kiwi bolsters ranks at Generate KiwiSaver

21 April 2021 - A former JP Morgan employee has moved back to New Zealand to take up a role with Generate KiwiSaver.

A KiwiSaver's pandemic panic

21 April 2021 - A recent complaint investigated by Financial Services Complaints Limited (FSCL) has highlighted the need for personal finance advice before making hasty decisions around changing KiwiSaver fund types.

Advisers’ part to play: FMA KiwiSaver fee guidance

14 April 2021 - The FMA has released its long-awaited guidance on managed fund fees. Director of investment management Paul Gregory says advisers have their part to play.

Pheasant spreads his wings

1 April 2021 - The former head of third party distribution at Generate has taken his KiwiSaver expertise across Auckland city to join the team at Threefold as a specialist KiwiSaver adviser.

Manager takes a bet on cryptocurrency

29 March 2021 - NZ Funds has part of its KiwiSaver fund invested in cryptocurrency, and says that advisers should remain curious about the oft-maligned asset class.

Pathfinder first carbon-neutral KiwiSaver

24 March 2021 - Fresh off its merger with Alvarium, Pathfinder has announced that its award-winning KiwiSaver fund is going carbon neutral and changing its name.

Boom: 88 KiwiSaver funds invested in nukes

18 March 2021 - New research says 88 KiwiSaver funds have investments in nuclear weapons.

Hawkes Bay Financial Adviser Brad MacDonald joins Plus4

17 March 2021 - Former Navy recruit Brad MacDonald moved back to the Hawkes Bay to begin a career as a financial adviser.

FMA warns adviser for KiwiSaver advice

5 March 2021 - The FMA has issued a warning to a financial adviser over KiwiSaver advice he gave a client during Covid market volatility.

IRD to fork out $6.6 million for KiwiSaver pay delay

22 February 2021 - After delays due to a move to a new technology platform, the IRD are having to compensate many KiwiSaver accounts to the tune of $6.6 million.

Work needed in retirement income space

19 February 2021 - The Mercer CFA Institute Global Pension Index has revealed that in the global rankings of retirement income, New Zealand has room for improvement.

FMA defends KiwiSaver fee guidance

5 February 2021 - The Financial Markets Authority says its guidance on KiwiSaver fees “was never intended to prohibit or proscribe fee level”.

Default KiwiSaver: Which providers are fighting to keep their status?

5 February 2021 - [Updated] Despite a shroud of secrecy from MBIE, Good Returns can report that 7/9 default KiwiSaver providers have applied to retain their status, with two notable exceptions keeping quiet.

ARK Fund brings in new KiwiSaver clients through disruptive innovation

27 January 2021 - Nikko AM New Zealand has revealed new data that shows their disruptive innovation KiwiSaver scheme, the ARK fund, is attracting a new kind of client.

MJW KiwiSaver survey reveals balanced and growth fund overlaps

26 January 2021 - A survey by MJW Investments looking at the performance of KiwiSaver funds over the last ten years reveals a large overlap between balanced and growth funds.

Adviser only KiwiSaver scheme launches

15 January 2021 - Consilium has launched its new KiwiWRAP KiwiSaver Scheme is registered and is accepting adviser applications.

Milford unveil KiwiSaver digital advice tools

2 December 2020 - Milford Asset Management have just launched a brand new suite of digital advice services for their KiwiSaver clients.

Nikko AM disrupts KiwiSaver market with high performing ARK fund

26 November 2020 - The latest offering from Nikko AM provides exclusive KiwiSaver access to the ARK Disruptive Innovation Fund.

Select Wealth Management launches adviser focused KiwiSaver scheme

18 November 2020 - Select Wealth Management has announced the launch of a new KiwiSaver scheme with a focus on bringing high quality management to advisers.

FMA unveils tough guidelines on KiwiSaver fees, seeks consultation

3 November 2020 - The FMA has published a consultation paper setting out its proposed guidance on KiwiSaver fees. The paper is open for public consultation for six weeks.

KiwiSaver: The opportunity set of a lifetime

26 October 2020 - NZ Funds chief executive Michael Lang outlines three ways the financial services industry could further grow KiwiSaver.

It's time sharebrokers had uniform fee disclosure

21 October 2020 - NZ Funds chief executive Michael Lang says it is time sharebrokers faced a uniform fees disclosure regime like managed funds.

AMP KiwiSaver members should expect major fee reduction

21 October 2020 - Chris Douglas of My Fiduciary has said that AMP KiwiSaver members who have seen their funds switch from active to passive should expect a major reduction in fees.

Hunter: KiwiSaver funds in global shares liable for tax slippage

19 October 2020 - Hunter Investment Management have warned that investors, including some KiwiSaver funds could be losing out to tax slippage due to buying global shares through offshore unit trusts.

InvestNow launch KiwiSaver scheme

13 October 2020 - Investing platform InvestNow have announced they will enter the KiwiSaver space with a large multi-fund offering.

KiwiSaver supermarkets – real competition for corner dairy schemes

8 October 2020 - With two new platform-based schemes due for launch, David Boyle, Mint Asset Management Head of Sales and Marketing, says KiwiSaver will finally enter the supermarket era – giving members the wider range of choice they deserve.

FMA KiwiSaver report: Contributions, fund-switching and fees

2 October 2020 - The just released FMA report has shown that contributions have aided growth under pressure, also comments on fund switching and provider fees.

Generate make $15 million impact investment to Salvation Army

1 October 2020 - Generate KiwiSaver has become a cornerstone investor in the Salvation Army Community Bond.

Cullen reflects on KiwiSaver, Super Fund and capital gains

25 September 2020 - Speaking to a CFA NZ conference Sir Michael Cullen reflected on his career commenting on KiwiSaver, NZ Super Fund and capital gains tax.

Movac fund secures Kiwi Invest backing

24 September 2020 - In a first of its kind move for a KiwiSaver investment group, Kiwi Invest has entered the venture capital market through Movac Fund 5.

[GRTV] Boyle on KiwiSaver changes

14 September 2020 - Note to employers – help workers who can’t contribute to KiwiSaver. A third of New Zealanders don’t contribute to KiwiSaver. That’s...

KiwiSaver - After the Covid downturn

11 September 2020 - Eight KiwiSaver experts discuss how the scheme performed during the Covid downturn and discuss what needs to change.

Responsible investment's gender gap

4 September 2020 - Women are 10% more likely than men to switch KiwiSaver providers if their funds are invested in industries they do not support, a new survey shows.

Stubbs: Take KiwiSaver fees issue to court

26 August 2020 - The Financial Markets Authority should take court action to set a benchmark for what is an unreasonable KiwiSaver fee, Simplicity founder Sam Stubbs says. 

FMA not backing an investment style despite report

25 August 2020 - FMA director of regulation Liam Mason says the regulator won’t be drawn on whether an active or passive management style is better for KiwiSaver – but it’s clear that the issue of what fees are charged is a complex one.

FMA releases active versus passive report

24 August 2020 - The Financial Markets Authority (FMA) has published an independent report into the passive and active investment management styles used by KiwiSaver providers. [+ REPORT]

Adviser calls to ditch default schemes

24 August 2020 - New Zealand may not need KiwiSaver default schemes at all, one adviser says.

Treasury, MBIE mull options for KiwiSaver default scheme

20 August 2020 - Treasury wanted a reallocation of KiwiSaver default members so that each default scheme had a similar number of members, a regulatory impact statement shows.

[GRTV] Too many KiwiSaver managers not adding value

10 August 2020 - A new report on KiwiSaver funds shows the large majority of funds have failed to beat their benchmarks.

Fund history should reset after reclassification, adviser says

6 August 2020 - One financial adviser says it’s misleading that the fund that tops the Morningstar KiwiSaver growth category for five and 10-year returns was not in that category for the whole of that time.

'Retirees' stick with KiwiSaver, AMP says

3 August 2020 - More people over the pension age are choosing to keep their KiwiSaver funds active, AMP Wealth Management says.

[The Wrap] Nats' KiwiSaver policy nuts

2 August 2020 - One way to undermine KiwiSaver is to keep tinkering with it and make changes. And that is exactly what National leader Judith Collins is promoting.

KiwiSaver managers shake off downturn

30 July 2020 - Growth investment strategies have helped fund managers to outperform over the past quarter, Morningstar says.

KiwiSaver sector slams National proposal

29 July 2020 - New Zealand’s KiwiSaver sector has panned a proposal from National to allow unemployed people to tap into their accounts to start a business.

Pathfinder extends access to Ethical Trans-Tasman Fund

28 July 2020 - Pathfinder has opened its Ethical Trans-Tasman Fund (PETT) to retail investors in a move that it says will capitalise on investor sentiment favouring Australasia.

FMA upset at KiwiSaver report leak

28 July 2020 - The Financial Markets Authority is upset at a breach of confidentiality of its report on active and passive management by KiwiSaver providers – and says it may change the way it deals with the sector in future.

Advisers needed by potential clients, FMA research shows

23 July 2020 - There is untapped demand for financial advice among New Zealanders, but the challenge for the industry will be to capture a market that is different from those it already serves, a new Financial Markets Authority report shows.

New Zealand equities managers outperformed in market recovery: MJW

19 July 2020 - Investors could be forgiven for finding the market returns of the June quarter hard to believe, actuaries MJW say.

Retirement savings providers tipped to shine

16 July 2020 - Superannuation funds and KiwiSaver providers are expected to be among the outperformers as the economy recovers from Covid-19, a new report suggests.

Petition calls for end to 'tax unfairness'

14 July 2020 - A financial adviser’s petition to have Parliament stop automatically-enrolled KiwiSaver members being taxed at the highest rate by default is in the Finance and Expenditure select committee’s agenda on Tuesday.

Investors' search for returns overrides any market concerns, survey shows

7 July 2020 - New Zealanders haven’t let Covid-19 put them off investing, new research shows.

Is default status a gravy train?

25 June 2020 - Michael Lang compares default and non-default KiwiSaver investment options.

Nikko opens platform to advisers

11 June 2020 - Nikko AM NZ has opened access to its low-cost investment platform, GoalsGetter, to AFAs.

CareSaver makes private equity investments

4 June 2020 - Pathfinder-run KiwiSaver scheme CareSaver has taken a stake in medicinal cannabis company Rua Bioscience and the online investment platform Sharesies.

Time for financial advisers to step up on KiwiSaver

3 June 2020 - New Zealand’s KiwiSaver market has probably reached the critical mass required to create opportunities for financial advisers to assist, the Financial Markets Authority’s chief executive says.

Financial advice saving retirement futures: Adviser

1 June 2020 - A financial adviser who offers digital advice on KiwiSaver says he’s seen a “huge uptick” in demand for help during the Covid-19 disruption – and those who have received guidance have made it through the market volatility in better shape.

Digital advice the mass market solution: Carlyon

29 May 2020 - All KiwiSaver providers should be required to have a roboadvice offering, kōura founder Rupert Carlyon says.

Simplicity launches 2.5% floating rate

28 May 2020 - KiwiSaver provider Simplicity has launched a 2.5% floating rate mortgage for first home buyers, becoming the cheapest home loan in New Zealand.

FMA: Providers working to help panicked switchers

27 May 2020 - The Financial Markets Authority says KiwiSaver providers have been making efforts to advise worried investors during recent market disruption.

Level the KiwiSaver default playing field

8 May 2020 - New Zealand deserves a level (default) playing field.

NZ Funds cuts ties with Morningstar

2 May 2020 - NZ Funds has opted not to submit information to Morningstar’s fund database, driven by concerns about a lack of ability to compare life stages funds appropriately.

NZ market a better performer in slump: Morningstar

30 April 2020 - While growth funds took a hammering in the first quarter of this year, the category is still the best performer over the longer term, Morningstar’s latest KiwiSaver survey shows.

[GRTV] Managing KiwiSaver in a pandemic

24 April 2020 - Fund managers have been faced with market declines happening at a rate never seen before, ANZ's chief investment officer Paul Huxford says.

KiwiSaver advice firm appoints investment lead

24 April 2020 - National Capital, the first financial advisory firm in New Zealand to launch a digital personalised KiwiSaver advice service has announced the appointment of an investment research lead.

Advisers helping clients do better: AMP

23 April 2020 - Some KiwiSaver members could get a nasty surprise when they receive an update from their provider telling them what sort of income their savings could generate in retirement, one provider says.

Responsible managers claim a win

21 April 2020 - “Ethical” KiwiSaver funds are outperforming their mainstream competitors through Covid-19 market disruption, a responsible investment platform says.

[GRTV] ANZ Investments' CIO Paul Huxford

16 April 2020 - GRTV speaks with Paul Huxford on the current fund management challenges being faced by ANZ Investments' KiwiSaver team.   

KiwiSaver withdrawal process 'should be easier'

9 April 2020 - There are calls for New Zealand to follow Australia’s lead and make it easier for those affected by Covid-19 to access KiwiSaver savings.

Our $100 billion debt of gratitude

7 April 2020 - Sir Michael Cullen: The man who helped New Zealanders make better financial decisions.

CareSaver: Active management doing what it should

7 April 2020 - New KiwiSaver provider CareSaver is claiming a win for active, ethical management as its funds beat competitors through the Covid-19 market turbulence.

Managers ramp up communication

5 April 2020 - Fund managers’ communication channels have been put into overdrive by market downturns around the world – and some predict it could change the way KiwiSaver members engage with their investments in future.

Covid withdrawals possible 'but not always desirable'

1 April 2020 - KiwiSaver members are being told they may be able to withdraw their money to help them through tough financial times caused by Covid-19 – but the decision should be made carefully.

KiwiSaver switching soars

26 March 2020 - The rate of KiwiSaver investors moving between funds has increased by "thousands of per cent", Trustees Executors chief executive Ryan Bessemer says.

Passive funds get time to shine: Kernel

17 March 2020 - Passive fund managers may have their best opportunity in a decade ahead of them, says Kernel founder Dean Anderson. But others disagree.

Is your KiwiSaver manager diversified?

9 March 2020 - Michael Lang looks at KiwiSaver asset allocation and discusses the benefits of diversification.

FSC questions fossil fuels decision

2 March 2020 - The Financial Services Council has sounded the alarm over the “politicisation” of KiwiSaver.

Simplicity trims fees

2 March 2020 - Simplicity has trimmed its fees and made it easier to invest in its non-KiwiSaver funds.

Balanced 'simpler' approach, minister says

2 March 2020 - Commerce and Consumer Affairs Minister Kris Faafoi says the Government considered requiring default funds to have a life stages setting, but opted for a simpler approach instead.

How active is your KiwiSaver manager?

25 February 2020 - Active v passive – a popular discussion topic. Michael Lang discusses the features and benefits of both options.

Generate offers compensation

20 February 2020 - Hacked KiwiSaver provider Generate is offering to reimburse members for replacement identification documents, or waive their fees.

Providers disagree on active advantage for responsible investment

19 February 2020 - Newcomer kōura is taking aim at a KiwiSaver provider's claim that active management provides an edge in catering to consumers' responsible investment demands.

Morningstar: Don't expect another 2019

12 February 2020 - Investors are still being rewarded for taking risk – but there may not be another year like 2019 for some time, Morningstar’s director of manager research for Asia-Pacific Tim Murphy says.

Don't use KiwiSaver for investment property - yet

4 February 2020 - The Interim Retirement Commissioner’s proposal to allow KiwiSaver first-home withdrawals to be used for investment properties came tantalisingly close but didn’t quite make it to the recommendation phase.

[The Wrap] Thanks for the gift Peter

31 January 2020 - The good news this week is that it looks like my state-funded pension is all but guaranteed (in the not too distant future).

Commissioner: Pension age shouldn't increase

29 January 2020 - New Zealand’s pension costs might be rising but wellbeing and equity concerns mean we cannot afford to increase the pension age, the Retirement Commissioner says.

Former mayor joins KiwiSaver scheme

27 January 2020 - Former Wellington mayor Justin Lester has joined Simplicity.

InvestNow considers build-your-own KiwiSaver scheme

27 January 2020 - Anthony Edmonds InvestNow platform is the latest looking to get into the KiwiSaver market with an offering similar to Craigs Investment Partners.

[The Wrap] Financial advice: mainly male drinkers ... really?

25 January 2020 - So apparently the advice industry is a male dominated, boozy culture; what rubbish.

Weaker markets may make fees harder sell

24 January 2020 - It may become harder for fund managers and advisers to justify their fees if markets aren’t delivering the hot returns of the past few years, MJW says.

FMA commissions active report

23 January 2020 - The Financial Markets Authority has appointed researchers at MyFiguciary to study the application of active and passive investment management strategies.

First profit forecast for Stewart's Retirement Income Group; Plus new products

15 January 2020 - Ralph Stewart's Retirement Income Group is aiming to break into profit this year as well as rolling out a new product and establishing operations in another country.

Kōura: People see advice and KiwiSaver as distinct

10 January 2020 - New KiwiSaver provider Kōura is providing more advice to KiwiSaver members than initially expected – but not converting as many as had been hoped to members.

Change coming for KiwiSaver advice

9 January 2020 - Registered financial advisers providing KiwiSaver advice will need to complete an investment qualification to continue to do so under the new advice regime.

Milford rolls out KiwiSaver advice

20 December 2019 - Milford Asset Management has started a soft launch of KiwiSaver advice for members.

Transfer times and why they matter

5 December 2019 - Some KiwiSaver providers are taking longer than they ought to carry out a requested transfer to another scheme.

Young people should budget to live to 100, actuaries say

3 December 2019 - New Zealanders are getting information about how to build wealth, but not how to spend it, a group of actuaries says.

Advisers pan KiwiSaver settings

3 December 2019 - Significant changes are needed to the KiwiSaver scheme to stop it funnelling money to the banks, two advisers say.

KiwiSaver providers: Balanced is better – hold the RI

27 November 2019 - Most KiwiSaver providers have rejected the idea of applying “lifestages” settings to default funds – and most think a balanced setting is the best solution. But they're not convinced there should be any obligation to invest responsibly.

Nikko attracts big balances

20 November 2019 - Nikko’s new KiwiSaver scheme is attracting savers with large balances, rather than large numbers of savers.

Insurance, KiwiSaver could help out-of-work NZers

20 November 2019 - New Zealanders could be covered by mandatory unemployment insurance, or required to set up portable redundancy savings accounts linked to KiwiSaver, to help boost income security, the Productivity Commission has suggested.

Life stages research shows big differences in outcomes

19 November 2019 - Lifestages funds are a better option for savers than default KiwiSaver funds, but they’re not all created equal, new research from MyFiduciary suggests.

Low property expectations

7 November 2019 - Confidence in investments across the board has fallen to a three and a half year low – and a decline in sentiment about housing has played a big part in this.

Mirror, mirror on the wall, who has the best lifecycle of them all?

5 November 2019 - A recent NZ Funds-commissioned survey by MyFiduciary gives interesting insights into the KiwiSaver life-stages options available.

Investors prepared to switch for ethical funds, report shows

30 October 2019 - More than 80% of New Zealanders expect their KiwiSaver and other investments to be invested responsibly and ethically, new research by the Responsible Investment Association of Australasia and Mindful Money has shown.

Increase Govt KiwiSaver contribution: Commission

29 October 2019 - Almost quadrupling the value of the Government's member tax credit for KiwiSaver members might get more self-employed people contributing, the Retirement Commissioner says.

Will KiwiSavers be denied control of their savings?

27 October 2019 - Ralph Stewart has deep concerns about the idea that KiwiSaver members get defaulted to a government run annuities programme, dubbed KiwiSpend.

Retirement Commissioner: Consider KiwiSpend

22 October 2019 - Acting Retirement Commissioner Peter Cordtz is lending support to the idea of KiwiSpend – a Government-administered annuity to help people turn KiwiSaver savings into an income.

Mercer questions sustainability of NZ pension scheme

21 October 2019 - New Zealand’s pension system has been rated B- and placed eighth in the world in a new index, with a warning that it’s not sustainable.

Another KiwiSaver scheme cuts fees

20 October 2019 - Summer KiwiSaver scheme has reduced fees for its specialised cash and fixed interest income-based KiwiSaver funds along with multi-asset-class fund, the Summer Conservative Selection.

[The Wrap] Millennial investors, KiwiSaver and property investment

19 October 2019 - It was a surprise to see the Retirement Commissioner drop a press release suggesting KiwiSaver should be able to be used to buy investment property.

New advice fee model for KiwiSaver

16 October 2019 - Milford Asset Management has launched an innovative new way to pay advisers for giving advice on its popular KiwiSaver funds.

Allow KiwiSaver withdrawals for investment properties

15 October 2019 - KiwiSaver rules should be relaxed so that first home withdrawals can include investment properties, the Interim Retirement Commissioner is proposing.

FMA: Time to show what KiwiSaver members get for fees

10 October 2019 - KiwiSaver providers can expect pressure to show what value they're giving members, after an analysis prepared for the Financial Markets Authority showed they charge higher fees than comparable British funds.

Advisers welcome new mortgage entrant

8 October 2019 - Advisers have welcomed Simplicity's entrance into the mortgage market, but doubt whether the 2.95% home loan product will have a major impact.

KiwiSaver members want online research, not advice; New player says

8 October 2019 - KiwiSaver newcomer, kōura, says most people would prefer online research to an adviser when it comes to making investment decisions.

Simplicity declares war with 2.95% mortgage

3 October 2019 - Non-profit KiwiSaver provider Simplicity has declared war on the major banks by launching a 2.95% mortgage for first-home buyers.

KiwiSaver’s dark web

1 October 2019 - Some KiwiSaver funds could be less liquid than they claim.

FMA tackles green-washing

1 October 2019 - The Financial Markets Authority (FMA) wants providers to explain what makes their investment products "responsible".

Time for changes to KiwiSaver

25 September 2019 - KiwiSaver has done well in its first 12 years, but David Boyle only gives it a score of 6.5 or 7 out of 10. In this interview with Good Returns TV he discusses changes he would like to see.

Strong response expected to KiwiSaver default review: Govt

20 September 2019 - Government officials expected the discussion paper proposing reform of the KiwiSaver default fund arrangement would provoke "full and rigorous debate", a cabinet paper reveals.

ASB adds impact to its fund range

18 September 2019 - ASB has added two new funds to its stable of investment options – the ASB KiwiSaver Scheme Positive Impact Fund and the ASB Investment Funds Positive Impact Fund. Both will have a focus on investing in companies that are making a positive impact on society or the environment.

Financial advice reforms may miss the mark

12 September 2019 - Financial advice reforms are at risk of not delivering on one of their key stated aims, one law firm says.

FSC KiwiSaver overhaul: Boost access to advice

11 September 2019 - Financial advice could be provided free or at a discount to SuperGold cardholders, or be made tax-deductible, the Financial Services Council has suggested among its package of recommendations to overhaul KiwiSaver.

Sargon signs clients

10 September 2019 - Sargon, previously known as Trustee Partners, has acquired three new clients in New Zealand.

Advice rules created 'two-tier' market, working group says

10 September 2019 - More advice is needed to boost the fortunes of the New Zealand capital markets, a new report says.

Change tax regime for KiwiSaver, share trading - capital markets review

9 September 2019 - KiwiSaver contributions should not be taxed up front but only when the saver withdraws funds, all direct share investments should be taxed as if they were portfolio investment entities and trading in shares should be tax exempt.

Low deposits won’t lead to mortgage free for all

5 September 2019 - 5% deposits for first home buyers – it’s one of the centrepieces of the KiwiBuild “reset” – but advisers are asking whether it will actually make the sort of difference hoped for.

Rent-to-buy scheme key to KiwiBuild II

4 September 2019 - It’s still KiwiBuild but not as we know it after the Government announced that it was scrapping the 100,000 homes target and introducing new home ownership initiatives.

Taking the carbon out of KiwiSaver

3 September 2019 - Pathfinder's new CareSaver KiwiSaver Scheme is the first actively managed KiwiSaver fund to assess and report the carbon intensity of its portfolio; Here's how it's going.

Financial advisers want KiwiSaver to get SMarT

28 August 2019 - A group of four financial advice businesses wants the Government to consider implementing behavioural finance techniques to boost KiwiSaver returns.

Faafoi says some commissions will be banned

25 August 2019 - Commerce Minister Kris Faafoi tells advisers there won't be a ban on commissions, but some will go. 

KiwiSaver providers question loss-making assumptions

20 August 2019 - KiwiSaver providers are raising questions about a series of prescribed assumptions they will have to use to show clients' KiwiSaver balance projections – including that defensive funds will lose money in real terms each year.

[The Wrap] What the heck is a good customer outcome?

16 August 2019 - It's one of the buzz phrases at the moment, providing good customer outcomes to people who buy financial advice or products. But what the heck is it?

Hobson Wealth latest to enter KiwiSaver with a robo solution

16 August 2019 - A new robo-advised KiwiSaver scheme, partly-owned by sharebroker Hobson Wealth, is set to launch in a month's time, designed to offer better investor outcomes.

What’s more important for KiwiSaver members? Net returns or fees?

14 August 2019 - One of the big debates, particularly in KiwiSaver, is what should customers focus on? Net returns or fees. The regulator’s answer may surprise you.

Advisers need to negotiate lower fees

13 August 2019 - Fund management fees are too high and advisers should be negotiating lower fees for their clients, MyFiduciary principal Chris Douglas says.

Chipping away at bank KiwiSaver funds

12 August 2019 - Pie Funds says its Juno KiwiSaver scheme is slowing chipping away at bank run schemes.

Default KiwiSaver scheme set for overhaul

7 August 2019 - Default KiwiSaver schemes may no longer be conservative, and could be forced to charge lower fees, if Government proposals for a revamp of the scheme are adopted.

KiwiWealth takes aim at Simplicity

7 August 2019 - KiwiWealth says some fund managers are shirking their duty when responsible investing gets ‘too hard’. 

Investor confidence in property softens

5 August 2019 - There have been some positive housing market developments of late but they haven’t served to boost investor confidence about residential rental property.

KiwiSaver 'as good as it gets'

1 August 2019 - Morningstar warns the past quarter was “about as good as it gets” for KiwiSaver returns.

Investors shake off bad publicity

31 July 2019 - Financial Markets Authority (FMA) says negative banking and financial services publicity isn’t affecting investor confidence.

Time to exit unnecessary fees

29 July 2019 - One of the things that has made KiwiSaver successful is that it is refreshingly free from the hooks and barbs of hidden charges that have traditionally bedeviled the investment industry. Or so one would hope. Unfortunately, old practices die hard.

Make advisers discuss ethical options: Coates

23 July 2019 - Financial advisers should be "obliged" to discuss ethical and responsible investment preferences with their clients, the founder of a new responsible investment platform says - but one adviser isn't so sure.

AMP loses fight over KiwiSaver ad

22 July 2019 - AMP has lost its fight against a complaint laid by advisers about its advertising.

Pathfinder-backed KiwiSaver to target gender diversity

17 July 2019 - A new KiwiSaver scheme launching today will only invest in New Zealand listed companies that have at least one female director on their boards.

Have your say on Super and KiwiSaver

16 July 2019 - Submissions are now open on the government’s Review of Retirement Income Policies, including questions around Superannuation and KiwiSaver. The...

Retirement policy: Call to start over

5 July 2019 - New Zealand is spending billions of dollars on KiwiSaver with no clear indication that it is leaving anyone better off, two retirement policy commentators say.

Out of the frying pan into the fire?

1 July 2019 - Over the lifecycle of a KiwiSaver investment switches will be required at key investor milestones but these can be clunky. Michael Lang talks about the alternatives

Mindful Money wants to boost ethical investment

25 June 2019 - The founder of a new responsible investment platform wants to get all KiwiSaver members to think about where their money is invested.

Online advice an opportunity for KiwiSaver: SuperRatings

19 June 2019 - Few KiwiSaver providers are offering online advice, research firm SuperRatings has found.

Fund classification could trip up investors: Adviser

14 June 2019 - Investors need a better way of understanding how risky a KiwiSaver fund really is, one adviser says.

Adviser only KiwiSaver product in development

11 June 2019 - [UPDATED] Consilium is looking to build a KiwiSaver product which will shake up the market and be distributed through advisers only.

KiwiSaver could help fill advice gap

10 June 2019 - KiwiSaver could be part of the solution to provide financial advice to older New Zealanders who do not have large amounts of money to invest, adviser Martin Hawes says.

NZ Funds welcomes regulations to the party

7 June 2019 - “We are thrilled that from next year all KiwiSaver providers will be required to join NZ Funds in projecting member balances at retirement”, says Geoff Motion. NZ Funds first included retirement savings projections in 2018.

Cliffe: KiwiSaver tax underpayment issues mask bigger problem

7 June 2019 - Inland Revenue needs to acknowledge that over-charging KiwiSaver members tax is a bigger problem than some not paying enough, one adviser says.

KiwiSaver statements to include weekly income

5 June 2019 - KiwiSaver members will now see their projected savings for retirement and the likely weekly income it will provide on their annual statements, Commerce and Consumer Affairs Minister Kris Faafoi says.

NZers admit they should be saving more

28 May 2019 - Research showing many New Zealanders are not on track for retirement proves the need for advisers, ASB says.

Investors deserve clearer insights

8 May 2019 - The risk with risk indicators

No let-up in Kiwis love for property

7 May 2019 - Property investors get a bad rap and yet nearly half of New Zealanders believe property is the best way to generate wealth for retirement.

Morningstar: Fortunes turn for KiwiSaver funds

3 May 2019 - A strong quarter for share markets has helped KiwiSaver funds back into positive territory.

ASB: KiwiSaver bounces back

2 May 2019 - KiwiSaver fund performance has rebounded in the first few months of 2019, more than recovering last year’s losses after a volatile quarter in the markets saw many member balances dip.

Too little action for too long: AFA

30 April 2019 - New Zealand's financial services sector needs more action and less talk to help Kiwis get the best outcomes from their investments, one financial adviser says.

KiwiSaver insight

17 April 2019 - NZ Funds KiwiSaver Scheme posts strong returns in Q1, but warns against performance chasing

NZ Funds’ KiwiSaver hitches ride with Lyft

1 April 2019 - NZ Funds announced today that its top rated KiwiSaver Scheme received an allocation of Lyft shares which listed on the Nasdaq on Friday 29 March 2019 and traded at a 21% premium to its issue price.

KiwiSaver Insight:

1 April 2019 - Is regulated financial advice of value?

AMP says switching campaign paying off

27 March 2019 - KiwiSaver provider AMP says its latest marketing campaign has encouraged more than 100,000 customers in its default fund to make an active choice about their investments.

NZ Funds KiwiSaver Scheme top rated for service

11 March 2019 - NZ Funds was the top rated KiwiSaver Scheme in New Zealand for service with a score of 99% as ranked by Sorted.

Advisers told: Pick your time, prove your value

1 March 2019 - Advisers can use new behavioural research to glean tips on how to drive new connections with clients and deepen existing ones, the Financial Markets Authority says.

Generate KiwiSaver continues strong performances despite volatile 2018

25 February 2019 - While 2018 was a volatile year for KiwiSaver funds, all three Generate funds performed strongly versus the competition over the year and the past five years, according to leading investment research provider Morningstar.

Concerns KiwiSaver bill could be stopped

19 February 2019 - There are concerns that a bill that would make it easier for foster children to access KiwiSaver may be stopped in its tracks.

AFA offers digital KiwiSaver solution

12 February 2019 - An authorised financial adviser who has been granted an exemption to offer personalised roboadvice says the process was an involved one.

Advisers stepping in where Govt scheme lacking

8 February 2019 - Financial advisers are stepping in while the Government 'does nothing' to ensure KiwiSaver works for New Zealanders, one market commentator says.

KiwiSaver funds suffer under market volatility

4 February 2019 - About 60% of all KiwiSaver funds tracked by Morningstar ended 2018 in the red.

Has the corporate bond market partied too hard?

1 February 2019 - Financial markets over the last few years have enjoyed the equivalent of a “long hot summer” characterised by calm weather and warm sunny days. From experience, we all know that long hot summer days can occasionally encourage excess in the form of too much sun or fun. The same excess is also a risk for financial markets and the wider economy.

Craigs adds to KiwiSaver team

25 January 2019 - Craigs Investment Partners has added a new investment adviser, based in Hamilton.

Govt moves to allow early KiwiSaver withdrawal

14 December 2018 - Government is exploring its options to allow people with life-shortening conditions to access their KiwiSaver money earlier.

What contribution rate should I have in order to retire?

13 December 2018 - More specific guidance is needed from advisers if clients are to have the income they require in retirement. 

FMA scores own goal with KiwiSaver tracker: Booster

13 December 2018 - [UPDATED] If the Financial Markets Authority's KiwiSaver Tracker was designed to make investors wary of higher-fee funds, it is not achieving its goal, one fund manager says.

30 Years in business

12 December 2018 - Why Asset Allocation and Advice beat everything else?

Knowledge still lacking on KiwiSaver

10 December 2018 - New Zealanders still have a lot of unanswered questions about KiwiSaver, a new survey shows.

SuperRatings ranks KiwiSaver schemes

5 November 2018 - SuperRatings has released its top rated KiwiSaver schemes for 2019, and an analysis of the schemes that provide the highest value on a net benefit basis.

Retirement decisions based on science not spin

29 October 2018 - KiwiSaver is rapidly proving as much of a bonanza for the marketing industry as it is for the wealth management industry

Advisers hang back from KiwiSaver

10 October 2018 - If the financial services sector wants financial advisers to deal in KiwiSaver, it will have to make it pay, one fund manager says.

Advice makes key difference to KiwiSaver

9 October 2018 - Financial Markets Authority's latest report highlights importance of engagement with members - and their $450m fees bill.

Advisers face challenging decade

4 October 2018 - As the end of the decade draws closer, independent advisers face a dual threat: further regulation and lower returns.

Tax working group wants help for low-income investors

24 September 2018 - Incentives are needed to make saving for retirement a compelling option, the Tax Working Group says.

Fund managers angry at poor grades

21 September 2018 - Fund managers have hit out at a new KiwiSaver switching platform, which has awarded them dismal grades for their ESG work.

Fund managers hypocritical on RI: Stubbs

20 September 2018 - Fund managers that offer both “ethical” and “normal” investment strategies to clients are “hypocritical” in their approach to responsible investing, according to the managing director of KiwiSaver provider Simplicity.

Animal cruelty top of investors' worries

18 September 2018 - Fund managers might be dropping investments in ammunitions and pornography, carbon and gambling – but new research suggest it’s animal welfare that they should be most concerned about.

AFA concerns on back-burner for now

27 August 2018 - Financial advisers who raised concerns about KiwiSaver have been told a review of default provider arrangements will consider those issues – but not until next year.

Wealth business highlight for Kiwibank boss

25 August 2018 - Newly-appointed Kiwibank chief executive Steve Jurkovich says the banks wealth management business was the star performer in the 12 months to June 30. The...

Lower long-term rates predicted

17 August 2018 - Advisers and economists have predicted lower interest rates for longer, after Westpac slashed its five year fixed rate by 60 basis points.

Simplicity in the black after two years

8 August 2018 - New not-for-profit fund manager Simplicity is in positive cashflow territory about 18 months ahead of schedule, founder Sam Stubbs says.

A breach of trust? Private asset ownership in KiwiSaver

6 August 2018 - The recent announcement that the NZ Super Fund was considering investing in the Government’s proposed Auckland light rail networks has re-ignited calls for KiwiSaver to be used to fund local infrastructure investments.

Advisers need to take stand in industry: Cliffe

30 July 2018 - An adviser behind a scathing letter about problems with KiwiSaver says it’s the job of independent financial advisers to make a stand in the market.

No clear reason for KiwiSaver success

30 July 2018 - Morningstar says there’s no clear differentiating factor that makes high-performing KiwiSaver funds stand out.

Pie Funds joins KiwiSaver market with low fee model

24 July 2018 - Pie Funds is set to launch a low-fee, actively managed KiwiSaver scheme using Netflix and Spotify pricing models.

Bank fund managers 'conflicted on exclusions'

23 July 2018 - KiwiSaver provider Simplicity has hit back at claims that sector exclusions are not the best way to manage investments responsibly, saying banks have a conflict of interest that stops them achieving the best outcomes in New Zealand.

ANZ backs group of AFAs

19 July 2018 - ANZ has come out in support of an initiative by a group of financial advisers to move KiwiSavers in default schemes from conservative to higher growth funds.

Advisers wouldn't get away with it

18 July 2018 - Financial adviser Alistair Bean said he signed a letter calling for action on KiwiSaver because there was “a definite rort” that had occurred – and if it had been financial advisers involved they would have been accused of mistreating their clients.

Group of AFAs tackles KiwiSaver problems

17 July 2018 - A group of financial advisers says big banks are using KiwiSaver to line their pockets - and they should disclose how much money is invested in their own products.

The employer’s conundrum

2 July 2018 - Why have so few employers chosen a preferred provider scheme?

Law changes offer greater KiwiSaver flexibility

2 July 2018 - Proposed changes to KiwiSaver will allow over 65s to join the scheme and introduce new contribution rates.

Mercer gets RI tick

28 June 2018 - Mercer's funds have been certified by the world’s first certification programme for responsible investment products. Launched in 2005, the programme...

Advisers set clients on right investment path

22 June 2018 - Investors who work with advisers are on track to achieve better outcomes in their KiwiSaver accounts.

What New Zealanders want from KiwiSaver may surprise you

20 June 2018 - NZ Funds has conducted some research on what people like and what motivates their decisions when making KiwiSaver decisions. It makes for interesting reading.

Housing affordability down in major cities

13 June 2018 - The government’s latest data on housing affordability reveals a growing number of first time buyers have “below average income” after housing costs.

KiwiSaver must change, providers say

13 June 2018 - Product-based commission should be banned for financial advisers offering advice on KiwiSaver, Milford Asset Management chief executive Troy Swann has told an event in Auckland.

Advisers welcome more detailed projections

13 June 2018 - New Zealand's financial advice sector is cautiously optimistic about plans for KiwiSaver annual statements to show members what their projected balances could produce in income.

KiwiSaver boosts first home market: ANZ

11 June 2018 - ANZ has seen a near five-fold increase in the number of borrowers using KiwiSaver funds for a home deposit.

KiwiSaver incentives 'don't help those who need it most'

8 June 2018 - Concerns about KiwiSaver creating inequity in the retired population would be better tackled by abolishing the scheme entirely than introducing new tax incentives to get people saving more, the working group considering the future of tax policy has been told.

Is more better, or just confusing?

6 June 2018 - In our new KiwiSaver column NZ Funds CIO Michael Lang asks whether we have too many KiwiSaver fund options available to investors.

Conservative attitude a bigger problem than fees: McLachlan

25 May 2018 - New Zealand's fund management industry should do more to help shake Kiwis out of their too-conservative approach to investing, one KiwiSaver manager suggests.

KiwiSaver rules for MPs - even if their scheme doesn't exist any more

18 May 2018 - MPs including the Commerce Minister claim to be part of a scheme that was wound up five years ago. Good Returns checks out the latest register of pecuniary interests to find out where MPs have their money.

Older KiwiSaver members prompted to switch

15 May 2018 - New research shows older KiwiSavers tend to turn to online tools rather than seek human advice on their investments. An FMA, MBIE and Industry trial tested...

Call for KiwiSaver tax changes

3 May 2018 - Tax changes to KiwiSaver are needed to encourage New Zealanders to start saving enough for their retirements, an AFA has told the Tax Working Group.

Tough quarter for KiwiSaver

1 May 2018 - Most KiwiSaver funds reported a negative return for the first three months of this year.

[GRTV] Special Episode: Minister discusses adviser reforms, commission and KiwiSaver

16 April 2018 - Good Returns TV is pleased to bring you an extended interview with the Minister of Commerce Kris Faafoi. In it he discusses issues with the Code Working Group, the future of commissions, KiwiSaver and churn in the life insurance sector.

Smartshares offers new KiwiSaver fee solution

2 April 2018 - Smartshares is launching a new KiwiSaver structure today that allows advisers to set the fee their clients pay for their advice - and have the manager collect it for them from client accounts.

Advisers: Fee move will make little difference

28 March 2018 - KiwiSaver investors will soon see the fees they pay displayed in dollar terms - but advisers are not convinced it will have any effect.

Private equity, not govt mandates, KiwiSaver's future: Managers

27 March 2018 - New Zealanders' KiwiSaver savings would do more for the country if they were used in private equity deals, fund managers say.

Roboadvice changes open door to new KiwiSaver player

26 March 2018 - The newest player in the KiwiSaver market is due to launch its offering in two weeks' time.

Tax breaks needed to boost savings: Milford

19 March 2018 - One fund manager is calling for tax breaks to boost New Zealand's savings rate.

KiwiSaver fee drop 'missed the mark'

5 March 2018 - Small reductions to KiwiSaver fund managers’ fees are nothing to be celebrated, an adviser says.

'Information gap' harming KiwiSaver outcomes

26 February 2018 - KiwiSaver investors still lack the knowledge required to make good choices about the investments, ASB’s latest KiwiSaver survey shows.

Market wobble highlights value of advice

9 February 2018 - Share market volatility this week caused little concern for KiwiSaver members – and that could be down to financial advisers doing their job.

Time's up for admin fees: Morningstar

1 February 2018 - KiwiSaver providers should drop their dollar-based annual administration fees, Morningstar says.

'Business as usual' despite correction fears

22 January 2018 - Fund managers are being told a shift to alternative assets could be a good move if they expect a downturn in 2018.

Getting to Know: Mary Potter

19 January 2018 - ANZ Investments northern business development manager Mary Potter says the people she has worked with have been one of the highlights of her career.

KiwiSaver 'shouldn't be only scheme with perks'

19 January 2018 - The Government should think about offering other tax-advantaged investment vehicles if it wants to break New Zealanders' focus on residential property, says Rebecca Thomas, chief executive of Mint Asset Management.

Client first 'means responsible investment'

18 January 2018 - New Zealand advisers and fund managers need to consider clients’ desire for responsible investment of their money if they are to meet their duty to act in clients’ best interests, the Responsible Investment Association of Australasia says.

Savers may be better off with govt fund: Treasury

21 December 2017 - Savers would be better off in a government-run KiwiSaver scheme, new data suggests.

More consultation on Minister's to-do list

19 December 2017 - The Ministry of Business, Innovation and Employment wants to see consultation papers on the regulation of financial advice issued within the first 100 days of this government's term.

ANZ Investments' profit drop

18 December 2017 - ANZ New Zealand Investments has reported a profit fall in its most recent financial year. The fund manager reported $141.6 million in fee income for the...

KiwiFund could have unfair advantage

18 December 2017 - A Government-run KiwiSaver scheme would have an unfair disadvantage that could push other providers out of business.

Getting to Know: Paul Sewell

15 December 2017 - After a stint in banking, it was a newspaper article that prompted Paul Sewell into financial advice.

KiwiSaver should invest more in NZ: Gaynor

15 December 2017 - New Zealanders have missed out on KiwiSaver returns because of their lack of exposure to the local share market, one manager says.

KiwiSaver tax breaks mooted

12 December 2017 - Michael Cullen chairing the new government's tax working group could be a boon to the KiwiSaver industry, it has been predicted.

FMA preparing for advice changes

11 December 2017 - The Financial Markets Authority has told incoming Commerce and Consumer Affairs Minister Kris Faafoi that it is working through its preparations for the new financial advice regime.

Few takers for advice - but retirees rue missed opportunity

7 December 2017 - Many retirees regret not taking financial advice, but it’s not easy to get people who need it to take an interest, data shows.

Nikko plots KiwiSaver launch

6 December 2017 - Nikko Asset Management is to launch a KiwiSaver fund offered via roboadvice.

FMA tool ignites fee debate

28 November 2017 - The Financial Markets Authority is being told its KiwiSaver Fund Tracker tool needs a longer timeframe than five years if it is going to make meaningful statements about funds’ performance.

New minister gets into client first debate

27 November 2017 - New Commerce Minister Kris Faafoi says he’s less worried about whether New Zealand has enough financial advisers to cater for the population – and more whether the financial advisers it has are putting their clients first.

FMA pushes net returns over fees debate

21 November 2017 - The FMA has made it clear that promoting KiwiSaver funds on low fees only is wrong.

South Island tribe looks to add KiwiSaver scheme

19 November 2017 - Ngāi Tahu's successful savings scheme for its iwi is considering offering a white-label KiwiSaver scheme to its 24,000 members.    

ANZ KiwiSaver gets top awards...again

16 November 2017 - Research firm SuperRatings has awarded Platinum ratings to all three of ANZ Investments’ KiwiSaver schemes for the fourth year in a row. Platinum is...

What next for KiwiSaver

14 November 2017 - How to turn a lump sum into retirement income is a question that hasn’t been answered properly anywhere in the world, says Ana-Marie Lockyer, ANZ’s general manager of wealth products.

What next for KiwiSaver

7 November 2017 - How to turn a lump sum into retirement income is a question that hasn’t been answered properly anywhere in the world, says Ana-Marie Lockyer, ANZ’s general manager of wealth products.

Getting to Know: Janet Natta

3 November 2017 - Janet Natta wants more people to know that financial advisers are awesome.

KiwiSaver fees: Paying for performance

31 October 2017 - ANZ has produced an excellent document to celebrate 10 years of KiwiSaver, called Dollars and Cents: A Decade of KiwiSaver. Ana-Marie Lockyer, GM of Wealth Products at ANZ Investments, talks about what’s in the report.

Fisher Funds: Industry should pull together

31 October 2017 - Bruce McLachlan has recently taken over as the Chief Executive of Fisher Funds Management, coming into the role from the Co-Operative Bank.

Leverage up your KiwiSaver fund

30 October 2017 - Booster chief investment officer David Beattie says people should be taking more risk in their KiwiSaver funds.

KiwiSaver: Next crunch could be tougher

27 October 2017 - KiwiSaver members shrugged off the only real downturn they have experienced because government incentives covered up its impact – but next time will not be so easy, new analysis suggests.

Work on incomes, global pension report says

25 October 2017 - There will be growing demand for retirement income products as KiwiSaver matures, the author of a new report on pension policy says.

Robo-advice: The democratisation of professional financial advice

23 October 2017 - Kiwi Wealth says helped initiate the recently introduced changes to allow robo-advice after it formally applied to the FMA for an exemption in March while...

Getting to Know: Jon-Paul Hale

20 October 2017 - Insurance adviser Jon-Paul Hale wants to see the industry working together much better.

FMA fast-tracks roboadvice

18 October 2017 - Advisers can expect to see roboadvice in the New Zealand market next year, and the country’s banks and product providers are already developing their platforms.

Don't choose KiwiSaver funds on fees only (+ GRAPH)

17 October 2017 - ANZ general manager Wealth Products, Ana-Marie Lockyer, says the focus with KiwiSaver should be on returns-after- fees, rather than just on finding the provider that offers the lowest fees. +GRAPH

Leverage up your KiwiSaver fund

16 October 2017 - Booster chief investment officer David Beattie says people should be taking more risk in their KiwiSaver funds.

KiwiSaver fees: Paying for performance

13 October 2017 - Pricier KiwiSaver funds are delivering better returns for their members, the country’s biggest provider says.

Getting to Know: Anand Srinivasan

6 October 2017 - Anand Srinivasan has been making waves since he gave up working for a provider to work for himself.

FMA to KiwiSaver providers: We are getting impatient

5 October 2017 - KiwiSaver providers have been told they must do better, as the amount they earn in fees soars.

Getting to Know: Murray Harris

29 September 2017 - Murray Harris says financial advice is about much more than money and investments. But his time with the world's super-wealthy has given him added appreciation of both.

Kiwi Wealth latest to get responsible tick

25 September 2017 - Kiwi Wealth is the first default KiwiSaver provider to have all its funds verified as being invested responsibly. The accreditation has been independently...

Getting to Know: Andrew Kelleher

22 September 2017 - Andrew Kelleher - financial adviser, wealth manager... hole-digger?

Simplicity offers income option

22 September 2017 - KiwiSaver provider Simplicity has signed a deal with variable annuity firm Lifetime Retirement Income, to provide a new KiwiSaver fund that offers retirees an income for life.

Election 2017: the housing round up

20 September 2017 - It’s been a dramatic election campaign this year, with National and Labour now racing neck and neck to the finish line this Saturday. So here’s our guide to what the parties are promising on the housing front.

Getting to Know: Toni Dodds

15 September 2017 - She's Fred's daughter, but don't hold that against Toni Dodds.

No need to open KiwiSaver to finance companies: AMP

15 September 2017 - There should not be a need for finance companies to tap into borrowers’ KiwiSaver accounts when they default on a loan, one provider says.

Are KiwiSaver members being ripped off?

14 September 2017 - Are KiwiSaver fees too high – or to fund managers deserve to be rewarded for offering something a bit extra?

New Zealand's advice problem

11 September 2017 - New Zealanders need to realise they need advice, and they are going to have to pay for it, a KiwiSaver panel was told at this year’s Financial Services Council conference.

Getting to Know: Liz Koh

8 September 2017 - Adviser Liz Koh says she deliberately set out to build a public profile.

Funds not 'true to label': Researcher

7 September 2017 - When is a 'balanced' fund not a balanced fund? When it takes the risk of a growth fund, one researcher says.

Advice key part of KiwiSaver success: ANZ

5 September 2017 - Advice is important to make sure New Zealanders get the most out of KiwiSaver, the country’s biggest provider says – but it suggests much of it should be supplied free.

Big cake for small market share

3 September 2017 - Simplicity KiwiSaver Scheme has had its first birthday celebrating achieving "half of 1% of the KiwiSaver market." In its first 12 months the scheme has...

Getting to Know: Dean Anderson

1 September 2017 - Dean Anderson is the face of Smartshares for many advisers - but do you know where he spent 2006?

KiwiSaver members don't understand MTC

30 August 2017 - New research from Inland Revenue shows many KiwiSaver members don't understand how the tax credit works, or what it is.

Getting to Know: Reagan Bax

25 August 2017 - Is Reagan Bax, brother of model Kylie Bax, the only member of the NZ financial advice sector to have played golf with Donald Trump?

Documents shorter but still dense

22 August 2017 - New product disclosure statements that were meant to be easier to understand still contain a large number of specialist financial terms, researchers say.

Strategi launches KiwiSaver course

20 August 2017 - Strategi has launched an NZQA-accredited course for people who want to offer advice on KiwiSaver.

Getting to Know: Peter Neilson

18 August 2017 - Peter Neilson was the chair of the Financial Services Council until insurers quit in revolt over a report into insurance commissions, and was the Associate Minister of Finance during the sharemarket crash. Here, he talks about why advisers should be more like surgeons.

Good start with KiwiSaver, but growth yet to come

18 August 2017 - KiwiSaver has made a great start but the growth is still to come, AMP New Zealand general manager Blair Vernon says. “I don’t think we’ve built all...

New legislation may give advice industry new life

16 August 2017 - The financial advice industry is well-positioned for growth, if it is willing to make changes.

Getting to Know: Binu Paul

11 August 2017 - Binu Paul is known in the industry for his fresh approach to the application of technology in financial services. But did you know about his plans to dabble in fashion?

Investing responsibly: passing the tipping point

8 August 2017 - Do you believe that well governed companies have better long-term prospects than their competition? If you do, then you have already taken the first small step to aligning yourself with a more sophisticated approach to responsible investing (RI).

KiwiSaver knowledge too low: Survey

7 August 2017 - Fewer than one in four New Zealanders are confident in their knowledge of KiwiSaver, a sign that the industry could do better, one bank economist says.

Getting to Know: Sue Brown

4 August 2017 - Sue Brown was known to many advisers as the face of regulation at the FMA. She's now off on her own, operating Sue Brown Solutions.

Advisers risk missing out on responsible investing surge

2 August 2017 - New Zealand investors put a record amount of money into responsibly invested funds in 2016, but advisers are still lagging in their understanding of ethical investment, the Responsible Investment Association Australasia says.

Performance fees boost managers' earnings

2 August 2017 - Performance fees have helped to lift the fee revenue claimed by fund managers Milford and Fisher Funds.

Getting to Know: Richard Klipin

28 July 2017 - Richard Klipin is tackling the job of rejuvenating the FSC in a period of big change for the industry.

Bigger questions to ask of retirement policy: Report

25 July 2017 - Analysts says the 'jokey' 2016 review from the Retirement Commissioner missed some of the big questions.

FMA finds room for improvement

21 July 2017 - Consumers still feel they are not getting enough information about the fees and costs associated with the financial products they hold, and why they are suitable choices.

Performance fees still need work: Morningstar

19 July 2017 - [UPDATED, ADDS FMA COMMENT] Some New Zealand fund managers are still charging inappropriately structured performance fees, despite FMA attempts to offer guidance, Morningstar director of manager research ratings, Asia-Pacific, Chris Douglas said.

The rising cost of financial advice

19 July 2017 - Hobson Wealth Partners' Warren Couillault talks about the cost of providing financial advice and why he believes it is now 50% to 100% more than it was five years ago.  

Get real!

17 July 2017 - It is now nearly a decade since the GFC. Returns have been very acceptable across most asset classes over this period.

Getting to Know: Michael Naylor

14 July 2017 - Michael Naylor has spent a lot of time studying financial advisers - but he wants you to know he's not a "loony-leftie" academic.

ANZ launches scheme to help retain KiwiSaver clients

14 July 2017 - ANZ is launching a new system through which it hopes to hold on to more of its KiwiSaver members.

Getting to Know: Simon Hassan

7 July 2017 - Simon Hassan made the switch from teaching to try to educate New Zealanders about their finances.

FMA rules could stop KiwiSaver robo before it starts

6 July 2017 - Plans that would allow roboadvice to enter the New Zealand market as early as next year may stop KiwiSaver providers getting involved.

KiwiSaver: Advisers' saviour, or a lot of work for little gain?

3 July 2017 - KiwiSaver may have played a key part in saving an ailing advice industry, claims one industry commentator. But another says it may give advisers false hope of big money in the future.

New robo service 'NZ's smartest financial adviser'

29 June 2017 - The financial adviser behind a new online KiwiSaver advice site says the platform is competition for traditional financial advice models.

KiwiSaver contribution decision a missed opportunity

14 June 2017 - The Government has missed a chance to improve New Zealanders' retirement investment outcomes, Morningstar research shows.

FMA outlines fee methodology

8 June 2017 - The FMA says KiwiSaver providers should be disclosing fees using the investor’s balance at the date the units of the fund are valued, or the cents per...

Behavioural insights change KiwiSaver behaviour

8 June 2017 - KiwiSaver members who received engaging communication about making a fund choice are more likley to switch out of default funds, new research has found.

Government signals more KiwiSaver changes possible

8 June 2017 - The Government is cautiously supportive of including higher KiwiSaver contribution rate options and “increasing KiwiSaver coverage” but cannot say yet what that might mean.

BNZ scoops People’s Choice award

25 May 2017 - BNZ has topped the latest Consumer NZ KiwiSaver survey and been named the 2017 People’s Choice winner for KiwiSaver providers.

Time for sinking cap on KiwiSaver fees: Glass

24 May 2017 - KiwiSaver providers should not be allowed to charge a fee of more than 100 basis points – and if they cannot run their funds on that, they should not be in business, says Paul Glass, executive chairman of Devon Funds Management.

Kiwis leaving retirement planning too late

17 May 2017 - New Zealanders are leaving their retirement planning too late, one KiwiSaver provider says.

ANZ, FMA work on changing behaviour

8 May 2017 - The FMA is working with ANZ to see if behavioural insights can prompt more ANZ KiwiSaver members to get retirement advice, or use retirement-planning tools, when they hit 56 years old.

Equities boost KiwiSaver returns in March quarter

1 May 2017 - Increasing optimism about the world economy led to a lift in global sharemarkets in the March quarter and boosted some local KiwiSaver funds, Morningstar says in its latest update.

More than half of Kiwis saving for retirement

19 April 2017 - Non-KiwiSaver schemes still have biggest balances, statistics show.

FMA asks: How should KiwiSaver fees be calculated?

11 April 2017 - KiwiSaver schemes will have to show investors the dollar cost of their annual fees, from next year.  

Deadline needed for clean default schemes: Greens

23 March 2017 - [UPDATED] There are calls for the Government to give KiwiSaver providers a set deadline to divest from companies involved in the manufacture of cluster bombs, landmines and nuclear weapons.

KiwiSaver transfer lags a concern

21 March 2017 - There are calls to streamline the process of transfers between KiwiSaver schemes, to reduce the burden on providers and members.

FMA: No hard lines on KiwiSaver incentives

8 March 2017 - KiwiSaver providers can offer incentives to entice customers to their schemes, so long as they do not distract the customer from making good decisions about KiwiSaver.

Low-cost model better for advisers: Simplicity

6 March 2017 - Fund managers charging high fees for their products have kept a lid on what advisers can earn, Simplicity’s managing director said as the provider launched its first non-KiwiSaver funds.

Is that really advice?

13 February 2017 - What ordinary people think is advice, what we think advice is, and what the law defines as financial advice vary a bit. So what is advice? Does it matter if your client knows?

KiwiSaver fees must be disclosed in dollars - in the future

14 December 2016 - Commerce and Consumer Affairs Minister Paul Goldsmith says all KiwiSaver annual statements will have to disclose total fees paid in dollar terms from 2018, however one provider says it should start happening much sooner.

CFFC calls for seven changes to KiwiSaver

8 December 2016 - The Commission for Financial Capability has recommended to the Government that KiwiSaver providers should disclose the total dollar cost of all fees on annual statements in its just released 2016 Review of Retirement Income Policies.

Fee debate welcomed

5 December 2016 - The Commission for Financial Capability has welcomed fresh debate on the touchy subject of KiwiSaver fees after a new report suggested there was an "unhealthy focus" on fees - rather than the overall outcome delivered by various schemes.

KiwiSaver quake moves spark warning

24 November 2016 - Government is making it easier for earthquake-affected KiwiSaver members to withdraw their money if they suffer financial hardship – but one adviser is warning it is not a good idea.

Banks raise concern about 'fee-chasers'

21 November 2016 - Bank KiwiSaver providers are worried that proposed changes to annual statement requirements could lead to members chasing the lowest-fee providers.

Kiwis seek RI information - but not from advisers

16 November 2016 - New Zealanders say there is not enough information available to help them choose responsibly invested KiwiSaver funds – but very few seek out an adviser to help them.

FMA offers KiwiSaver advice guidance

8 November 2016 - [UPDATED] Efforts are under way at the Financial Markets Authority to help address concerns from KiwiSaver providers that are believed to be limiting the advice members receive.

Undesirables to be removed from Vanguard fund

28 October 2016 - Vanguard has bowed to pressure and is about offer an international index fund which screens out so-called nasties including companies involved the tobacco, controversial weapons and nuclear weapons sectors.

KiwiSaver bounces back

26 October 2016 - A solid quarter has seen KiwiSaver investments shake off the impact of Brexit-induced market turmoil.

Don't dismiss KiwiSaver, advisers told

26 October 2016 - Advisers are being urged to think about KiwiSaver advice as a way to capture clients for the future.

KiwiSaver advice sparks complaints

20 October 2016 - Thirteen customers have complained about bank KiwiSaver sales and advice processes over the past year, the Banking Ombudsman says.

Banks tackle KiwiSaver advice question

12 October 2016 - Banks are hoping more guidance from the Financial Markets Authority will make it easier for them to advise their clients on switching between KiwiSaver funds and providers.

KiwiSaver furore gave advice boost

10 October 2016 - Media headlines about KiwiSaver funds’ exposure to ammunition investments have provided a boost to some financial advisers.

KiwiSaver members almost triple their money

7 October 2016 - KiwiSaver members have gained about $2.50 for every $1 they have contributed to the scheme, Milford Asset Management data shows.

MBIE releases proposed KiwiSaver changes

5 October 2016 - KiwiSaver providers should be required to disclose a range of extra information in their annual statements, including the total fee in dollar terms a member has paid during the year, the Ministry of Business, Innovation and Employment is suggesting.

Providers bemoan KiwiSaver guidance

5 October 2016 - KiwiSaver providers say some of the guidance they are getting from the Financial Markets Authority about their sales and advice processes may be getting in the way of members switching funds.

KiwiSaver providers consider private investments

30 September 2016 - Private companies are being suggested as a good place for KiwiSaver providers and other fund managers to find growth opportunities.

Booster KiwiSaver passable, Morningstar says

29 September 2016 - Research house Morningstar has given faint praise to the KiwiSaver schemes operated by Grosvenor, now rebranded as Booster.

Fees in dollar terms? Easier said than done

28 September 2016 - Work is under way to require superannuation savings scheme providers to report on their annual fees in dollar terms – but some providers say that might be harder than some expect.

Craigs schemes get rebrand

21 September 2016 - Craigs Investment Partners is renaming both its KiwiSaver schemes in a bid to improve clarity for consumers.

Work to change fee disclosure

19 September 2016 - A working group has already begun to look at ways that KiwiSaver fees could be reported with more transparency.

Hawes and Forsyth Barr launch 'Summer' KiwiSaver

19 September 2016 - [UPDATED] A financial adviser is taking a key role in Forsyth Barr scheme and says there is now a commercial incentive for other AFAs to get involved with KiwiSaver.

Simplicity open for business

14 September 2016 - New low-fee KiwiSaver provider Simplicity has started accepting enrolments.

KiwiSaver puts squeeze on

12 September 2016 - Flows of KiwiSaver money into New Zealand equities are putting pressure on the market and could make it hard for managers to cash out if they want to, it has been claimed.

KiwiSaver members lack knowledge on fees

9 September 2016 - Most New Zealanders are clueless about KiwiSaver fees and not much better informed about their funds’ performance, a new survey has shown.

Generate rakes in new FUM

25 August 2016 - Adviser-distributed Generate KiwiSaver grew its funds under management by just over a quarter in the three months to the end of June, a new survey shows.

Call for KiwiSaver to follow Super Fund on ethical investing

24 August 2016 - New Zealand's newest KiwiSaver provider is calling on the rest of the industry to adopt standard responsible investing protocols.

KiwiSaver transfers from Australia still a drag

23 August 2016 - Some New Zealanders trying to transfer Australian superannuation funds back to this country are still facing difficulties.

Rules for bankrupt KiwiSaver members cause concern

15 August 2016 - A Court of Appeal ruling has given KiwiSaver balances more protection than other retirement savings when someone enters bankruptcy - a situation that has the Ministry of Business, Innovation and Employment concerned.

Study to assess ways to help KiwiSaver members get better results

15 August 2016 - A trial has begun that will investigate the effectiveness of behavioral interventions to help KiwiSaver members make better financial decisions.

Banks secure hold on KiwiSaver

12 August 2016 - The power of KiwiSaver as a driver of fund managers’ fortunes, and the dominance of big banks within it, is made clear in the latest Morningstar market share report.

Grosvenor takes aim at banks with new KiwiSaver product

11 August 2016 - [UPDATED] Grosvenor Financial Services, which plans to rebrand itself next month, has taken aim at the banks and is introducing a home loan product, initially targeted at KiwiSaver members.

Advisers 'must shake off product ties'

10 August 2016 - Advisers are being told they must find a way to disconnect the advice they give from the sale of products - as new statistics show the bulk of AFAs are still largely paid by commission.

Stewart seeks more capital to fund growth

8 August 2016 - Ralph Stewart’s Retirement Income Group is looking to raise up to $2 million in new capital to help grow the business which includes working with KiwiSaver providers and running a new super fund for UK pension transfers.

Banks too dominant in KiwiSaver: Survey

4 August 2016 - New Zealand’s investment management industry is worried about the influence and domination of the big banks on KiwiSaver, a new survey has shown.

HomeStart changes meant to open up market

1 August 2016 - Steep increases in house prices around the country have led the government to boost the income and house price caps in the KiwiSaver HomeStart scheme.

Stubbs launches not-for-profit KiwiSaver scheme

1 August 2016 - A new, low-fee KiwiSaver scheme being launched today will be a good fit for financial advisers who work on a fee basis, its managing director says.

Defensive funds regain ground

27 July 2016 - KiwiSaver funds with allocations to defensive assets are starting to shine again, new data shows.

Time for KiwiSaver reality check

18 July 2016 - Financial advisers are being urged to give clients a reality check about what they really need in retirement.

QROPS market 'an opportunity'

11 July 2016 - The first mainstream provider is dipping its toes back into the QROPS market this month, with a product that will likely be cheaper than most of the other options currently available to British migrants.

KiwiSaver increasingly seen as retirement income option

8 July 2016 - A growing number of high-net-worth individuals are looking to KiwiSaver as a way to manage their retirement income, AMP’s general manager of insurance and investments says.

Advisers missing KiwiSaver opportunity

6 July 2016 - Advisers have an opportunity to encourage people to use their KiwiSaver statements to work out whether they are on track for retirement, although few of them seem to be taking it, the Financial Markets Authority says.

Forget returns and fees, investors told

21 June 2016 - New Zealand fund managers should be competing for KiwiSaver members on the basis of advice, transparency and service – not fees or returns, one manager says.

Investors want more engagement

7 June 2016 - Mercer's managing director says investors are starting to demand more engagement from the people managing their money.

Stubbs looking to launch new KiwiSaver offer

20 May 2016 - [UPDATED] Former Tower Investments boss Sam Stubbs is staying tight-lipped about his latest venture, but Good Returns understands it is a fee-based KiwiSaver scheme.

Big lift in KiwiSaver withdrawals

17 May 2016 - New data from ANZ shows a big increase in the number of first-home buyers turning to KiwiSaver to help them get into the property market.

Autopilot mode helps KiwiSaver members to better returns

17 May 2016 - KiwiSaver investors are suffering less of a “behaviour gap” in returns than investors in other New Zealand managed funds, new research from Morningstar shows.

Industry told: Make Kiwis care

5 May 2016 - Advisers need to get New Zealanders off “autopilot” when it comes to retirement savings, one commentator says.

Unfounded fears put people off KiwiSaver

29 April 2016 - New Zealanders with memories of financial crisis pain may be letting misinformation get in the way of retirement savings, a new survey shows.

KiwiSaver withdrawals suggested to pay for advice

26 April 2016 - More than a third of New Zealanders would be willing to use money from their KiwiSaver accounts to pay for advice on what to do with it, ANZ research shows.

Conservative funds take lead

20 April 2016 - More conservative KiwiSaver schemes are starting to get their chance to shine.

MPs skip KiwiSaver

18 April 2016 - KiwiSaver is promoted as one of the best ways for New Zealanders to save for retirement but almost one in five members of parliament have not bothered to join the scheme.

The rise of renters

12 April 2016 - Growing numbers of renters nationwide only add to the demand for rental properties, but there are questions about what it all means. Read more.  ...

KiwiSaver treated like a bank account, not investment

11 April 2016 - Three-quarters of all KiwiSaver members have no idea how much money they will have in their accounts when they reach retirement, a new survey shows.

Pie funds' KiwiSaver plans on hold

30 March 2016 - Pie Funds is shelving plans to launch a KiwiSaver scheme, for now.

AMP offers insurance deal to stem flow of customers to bank KiwiSaver schemes

24 March 2016 - AMP is rolling out a new product which it says will "change the insurance market in New Zealand", and stem the flow of KiwiSaver members moving to banks.

Interest grows in ethical options

9 March 2016 - New Zealand fund managers and advisers are switching on to responsible investing, it has been claimed.

Portfolio-building has limited appeal

2 March 2016 - A KiwiSaver provider offering members the ability to pick the assets their retirement savings are invested in says only a small percentage of investors want to take such a hands-on approach.

Amanah amasses members

26 February 2016 - New Zealand’s only shariah-compliant fund manager has amassed $8.5 million across its KiwiSaver and unit trust in its first year in business.

Withdrawals increase

25 February 2016 - The amount of money being withdrawn from KiwiSaver accounts to fund first-home purchases soared in the year to January, new data from Inland Revenue shows.

Managers move away from alternatives

22 February 2016 - Generate and Milford had the largest percentage gain in KiwiSaver funds under management in the December quarter, new data from Aon shows.

Milford passes $500m mark in KiwiSaver

9 February 2016 - Milford has amassed more than $500 million in its KiwiSaver funds.

ASB launches KiwiSaver calculator

2 February 2016 - ASB has generated a new KiwiSaver calculator projecting the savings Kiwis could have to draw on when they reach retirement.

First-home withdrawal function not purist but valuable, providers say

26 January 2016 - KiwiSaver's first-home withdrawal function is a practical solution and a reflection of the reality of New Zealand house prices, providers say.

Risk-taking pays off

20 January 2016 - KiwiSaver funds with more assets invested in growth assets shone in the December quarter, Morningstar analysis shows.

Auto-enrolment would only add 5% to KiwiSaver: Report

20 January 2016 - A one-off enrolment of all salary and wage-earners who are not KiwiSaver members would likely cost more than it would deliver in benefits, a Treasury report says.

Five-year KiwiSaver break too long

14 January 2016 - KiwiSaver members should not be allowed to “set and forget” a five-year contributions holiday, providers and industry commentators say.

Clients want advice, don't want to pay for it

14 January 2016 - Customers are willing to pay just $57 for a personalised financial plan, a new survey shows.

KiwiSaver well-positioned for 2016

7 January 2016 - Aggressive and growth funds are likely to continue to top the KiwiSaver performance tables through 2016, an analyst says.

KiwiSaver providers should take better care, Vernon says

21 December 2015 - KiwiSaver providers should be required to take clients’ existing arrangements into consideration before recommending a switch, one provider says.

Advisers vital for KiwiSaver: Beattie

18 December 2015 - Many KiwiSaver members do not feel they have enough money in their accounts to make seeking advice worthwhile, even if the service is free, one provider says.

Advisers could better tap KiwiSaver market

1 December 2015 - KiwiSaver has massively increased the market for financial advice in New Zealand, one analyst says.

KiwiSaver advisers 'pushing products'

18 November 2015 - KiwiSaver providers are focusing more on pushing products than providing advice to ensure their members are in the right funds, the Financial Markets Authority...

FMA raises KiwiSaver bar

18 November 2015 - KiwiSaver providers are focusing more on pushing products than providing advice to ensure their members are in the right funds, the Financial Markets Authority says.

Plans outlined for bankrupt KiwiSaver members

15 November 2015 - KiwiSaver providers have been told how the Official Assignee will access the savings of people who go bankrupt.

Adviser KiwiSaver schemes lose share

2 November 2015 - [UPDATED] Advisers have been "totally out-manoeuvred" by banks when it comes to KiwiSaver, an investment analyst says.

Volatility prompts 500pc lift in switches

29 October 2015 - KiwiSaver clients who use financial advisers were less likely to react to last month’s market volatility, ANZ says.

KiwiSaver hits negative returns

22 October 2015 - KiwiSaver accounts took a hit for the first time in years in the September quarter, new Morningstar data shows.

KiwiSaver too passive

14 October 2015 - New Zealanders are being too passive about their potential KiwiSaver earnings, according to analysis released by KPMG.

FMA keen on KiwiSaver engagement

6 October 2015 - KiwiSaver advice practices will always be a point of interest to the Financial Markets Authority, its director of markets oversight says.

Roboadvice may be too expensive to pay off

30 September 2015 - Commercial constraints may put the brakes on on roboadvice reaching its full potential for now, it has been suggested.

Problem of million non-contributing KiwiSaver members

29 September 2015 - AMP is calling for the one million New Zealanders who have stopped contributing to KiwiSaver on a regular basis to consider reinstating regular contributions in order to save for their retirement.

QROPS rules put stop to mergers

28 September 2015 - British migrants whose pensions are now trapped in KiwiSaver schemes are a roadblock for providers wanting to merge funds or acquire other schemes.

KiwiSaver drain on Government coffers

24 September 2015 - Government's contribution to KiwiSaver balances has been “substantial”, a new Treasury report says.

KiwiSaver members expected to get more hands-on

23 September 2015 - Craigs Investment Partners is reporting solid growth in its KiwiSaver scheme that allows investors to select their own investments.

Banks' KiwiSaver dominance highlighted

22 September 2015 - Financial advisers are not significantly influencing the rate at which new KiwiSaver members are enrolling in the scheme, a new Treasury report says.

New KiwiSaver fund for house buyers

16 September 2015 - BNZ is launching a new KiwiSaver First-Home Buyer Fund.

Risk tools for KiwiSaver advisers

16 September 2015 - Advisers are being offered new tools to help them analyse KiwiSaver funds’ risk.

Advisers' concern at bank bundling

15 September 2015 - Advisers are worried about banks moving in on their turf with home loan offers that require customers to have multiple products with the lender.

KiwiSaver start-ups face pressure

10 September 2015 - [UPDATED, ADDS GENERATE COMMENT] A financial adviser who used to manage a small KiwiSaver scheme says the pressure will be on Pie Funds if it launches into the market.

FMA urges KiwiSaver check-up

30 August 2015 - FMA wants New Zealanders to give their KiwiSaver accounts an online health check as part of Money Week.

Mercer given bronze rating

7 August 2015 - Morningstar has given bronze ratings to Mercer’s KiwiSaver schemes.

Stick with KiwiSaver past 65, AMP urges

5 August 2015 - Many New Zealanders have the mistaken belief that once they get to 65, they have to pull their money out of KiwiSaver, AMP New Zealand’s general manager of investments and insurance, Therese Singleton, says.

ANZ calls for action on women's savings

30 July 2015 - ANZ is calling on other employers to do their bit to help women achieve better outcomes through KiwiSaver.

Silver ratings for AMP KiwiSaver

30 July 2015 - Morningstar has given silver ratings to a range of AMP KiwiSaver funds.

KiwiSaver members told: Don't get spooked

28 July 2015 - Advisers whose clients are worried about the possibility of a market correction should encourage them to stick with the KiwiSaver fund they are in, new research shows.

Falling dollar drives returns

23 July 2015 - New Zealand’s falling dollar made the biggest difference to KiwiSaver members’ account balances over the most recent quarter, research firm Morningstar says.

KiwiSaver incentives help advisers

16 July 2015 - Incentives to encourage New Zealanders to join KiwiSaver are being described as a big help to advisers, even if the Financial Markets Authority isn’t entirely happy about them.

Options discussed to improve KiwiSaver

15 July 2015 - A number of simple steps could dramatically improve the financial wellbeing of KiwiSaver members if there was industry collaboration to implement them,  investor education workshops have been told.

Gong for Kiwi Wealth

9 July 2015 - Kiwi Wealth has been named a Consumer NZ People's Choice KiwiSaver provider. Consumer NZ members were asked how satisfied they were with their providers...

KiwiSaver members urged to ponder asset allocation

23 June 2015 - Conservative KiwiSaver funds are being tipped to barely outperform cash over the next seven years.

Time running out to get tax credit

17 June 2015 - The FSC is reminding KiwiSaver members they have less than a fortnight to top up their accounts to get the maximum member tax credit this year.

Mercer combines schemes

16 June 2015 - Mercer has been given approval to combine its two KiwiSaver schemes into one.

IRD goes in to bat for QROPS status

11 June 2015 - IRD says it expects to reach a resolution with its British counterpart soon, after KiwiSaver schemes were removed from its list of recognised overseas pension schemes.

Budget change a headache for providers

9 June 2015 - Axing of the $1000 kickstart payment for KiwiSaver has been a headache for providers.

Removal of incentive means more work for advisers: Matthews

25 May 2015 - Financial advisers will have a bigger role to play in the distribution of KiwiSaver now the Government has dropped the $1000 kickstart incentive, a banking expert says.

[BUDGET] New KiwiSaver members miss out on Kick Start

21 May 2015 - People enrolling in KiwiSaver from now will no longer receive a $1,000 kick-start payment, Finance Minister Bill English says.

KiwiSaver members not on track

21 May 2015 - Kiwis who think their retirement savings are sorted because they have signed up to KiwiSaver may get a nasty shock when they reach 65.

Private equity – a role for KiwiSaver? (Part 2)

12 May 2015 - Last month we looked at the private equity market in New Zealand and opportunities to invest.  We saw that private equity is typically only available...

KiwiSaver drives managed funds lift

8 May 2015 - Growth in retail funds under management was concentrated in KiwiSaver funds in the first quarter of this year, FundSource research shows.

KiwiSavers reminded not to miss out

8 May 2015 - ANZ is running a campaign to remind KiwiSaver members to contribute enough to get their $521 free from the Government.

AML relief for advisers

5 May 2015 - One KiwiSaver provider’s offer to take over AML reporting entity responsibilities for some of its advisers is being described as a sensible move others should follow.

KiwiSaver funds misclassifying risk: Research

1 May 2015 - Some KiwiSaver providers are incorrectly indicating the risk category of their funds, new research shows.

Small Kiwi market a problem for KiwiSaver

28 April 2015 - Capacity constraints are a looming issue for the KiwiSaver market to contend with as it grows, research house Morningstar says.

Bankrupt KiwiSaver accounts off-limits

22 April 2015 - KiwiSaver account-holders who go bankrupt will not have to hand over their retirement savings, a court has ruled.

Private equity – A role for KiwiSaver?

7 April 2015 - In the first part of a two-part series Pathfinder Asset Management director John Berry explores where private equity should fit into KiwiSaver.

Costly KiwiSaver missing its target

19 December 2011 - KiwiSaver has had little success getting poor people to save and may actually reduce national saving, a report by the Treasury suggests.

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA - Back My Build 6.19 - - -
AIA - Go Home Loans 8.74 7.14 6.75 6.39
ANZ 8.64 7.74 7.39 7.25
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 7.14 6.79 6.65
ASB Bank 8.64 7.14 6.75 6.39
ASB Better Homes Top Up - - - 1.00
Avanti Finance 9.15 - - -
Basecorp Finance 9.60 - - -
Bluestone 9.24 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Classic - 7.14 6.79 6.65
BNZ - Green Home Loan top-ups - - - 1.00
BNZ - Mortgage One 8.69 - - -
BNZ - Rapid Repay 8.69 - - -
BNZ - Std, FlyBuys 8.69 7.74 7.39 7.25
BNZ - TotalMoney 8.69 - - -
CFML Loans 9.45 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 6.79 - -
Co-operative Bank - Owner Occ 8.40 6.99 6.79 6.65
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Standard 8.40 7.49 7.29 7.15
Credit Union Auckland 7.70 - - -
First Credit Union Special - 7.45 7.35 -
First Credit Union Standard 8.50 7.99 7.85 -
Heartland Bank - Online 7.99 6.89 6.55 6.35
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.90 7.60 7.40 -
HSBC Premier 8.59 - - -
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 7.85 7.05 6.69 6.59
Lender Flt 1yr 2yr 3yr
Kainga Ora 8.64 7.79 7.39 7.25
Kainga Ora - First Home Buyer Special - - - -
Kiwibank 8.50 7.99 7.79 7.55
Kiwibank - Offset 8.50 - - -
Kiwibank Special - 6.99 6.79 6.65
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 9.00 7.75 7.35 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
Resimac - LVR < 80% 8.84 8.09 7.59 7.29
Lender Flt 1yr 2yr 3yr
Resimac - LVR < 90% 9.84 9.09 8.59 8.29
Resimac - Specialist Clear (Alt Doc) - - 8.99 -
Resimac - Specialist Clear (Full Doc) - - 9.49 -
SBS Bank 8.74 7.74 7.29 6.59
SBS Bank Special - 7.14 6.69 5.99
SBS Construction lending for FHB - - - -
SBS FirstHome Combo 6.19 6.14 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.95 - - -
Select Home Loans 9.24 - - -
TSB Bank 9.44 7.79 7.55 7.45
Lender Flt 1yr 2yr 3yr
TSB Special 8.64 6.99 6.75 6.65
Unity 8.64 6.99 6.79 -
Unity First Home Buyer special - 6.55 6.45 -
Wairarapa Building Society 8.60 6.95 6.85 -
Westpac 8.64 7.89 7.35 7.25
Westpac Choices Everyday 8.74 - - -
Westpac Offset 8.64 - - -
Westpac Special - 7.29 6.75 6.65
Median 8.64 7.21 7.29 6.65

Last updated: 20 May 2024 10:01am

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