You can also view your balance through myIR, if you’re registered. Please note that the balance shown in myIR may be different from your current Simplicity balance, as it doesn’t include fund returns or any voluntary contributions.
If you’re self-employed, working as a contractor or sole trader, or not currently employed, you can make voluntary contributions to your KiwiSaver account. To make a one-off or regular contribution to your Simplicity KiwiSaver account, log in to the ...
Your Prescribed Investor Rate, or PIR, is the rate of tax you pay on the income generated from your KiwiSaver investment - it can be 10%, 17.5% or 28%. To view or update the PIR on your Simplicity account, please log in to the member app and select ...
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 ...
We offer both KiwiSaver and Investment Fund accounts for children. Diversified funds in both schemes currently have the same management fee. You can view the KiwiSaver performance table here and the Investment Fund performance table here. KiwiSaver: ...
If you’ve permanently moved to Australia, you may be able to transfer your KiwiSaver to an Australian-compliant super fund under the Trans-Tasman portability scheme. You cannot withdraw the money directly to your bank account. Before applying, please ...