Once you've activated your Simplicity online access you can view your current balance on the member site here.
If you haven't activated your online account yet, please email info@simplicity.kiwi with your IRD number and a copy of your ID and our Investor Services will get you set up. It's also possible to view your balance via MyIR, if you're registered.
But please note: This figure will be different from your current balance as this doesn’t include fund returns or any voluntary contributions.
You may be eligible to withdraw most of your KiwiSaver savings to help buy your first home, if you meet all of the following criteria: You’ve been a KiwiSaver member for at least three years You’re buying a house or land in New Zealand You intend to ...
Yes, you can switch funds at any time. Just log on to your Simplicity account here and click on Switch funds on the left-hand menu.. There is no cost to switch funds. We do recommend you do some research first. Our Fund Selector can help or check out ...
If you're self-employed, or working as a contractor or sole trader, you'll need to make voluntary contributions to your KiwiSaver account. To make a voluntary contribution to your Simplicity account, please log into your account and click the ...
On your annual member statement we calculate the fees that you've been charged during the year using the 'cents per unit' methodology. Our investment management fee represents a small fraction of the daily unit price. This small fraction is ...
If you're transferring from another KiwiSaver provider, your balance will show as zero until we receive the funds. Your previous provider must transfer your funds within 10 working days, however it can take 1-2 working days to initiate this process ...