To join our Investment Funds scheme, please complete this online form. It takes a few minutes to complete. Make sure you follow the instructions and complete all the fields. You can save your application progress as you go and submit when you're ready.
We need a completed application from you, with supporting documents, even if you're already a Simplicity KiwiSaver member. If you use the same email address in your application, you'll be able to see your new investment account via your existing login.
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: ...
No - with Simplicity, your KiwiSaver account can only be invested in one fund at a time. For most people, KiwiSaver has a single long-term purpose, so one investment strategy is usually enough. If your goals or risk appetite change over time, you can ...
The type of fund you invest in will depend on your reasons for being in KiwiSaver, your age and stage of life and also your risk appetite. You can find out more about our KiwiSaver funds here. The Fund Selector tool on our website can help you decide ...
The investments within the Defensive, Conservative, Balanced, Growth and High Growth Funds are taxed based on the tax regime that relates to each of them. So, for example, there is no tax paid on capital gains from New Zealand and Australian shares; ...
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 ...