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.
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 are brand new to KiwiSaver or switching to Simplicity from another provider, joining our scheme takes just a few minutes. You'll need your IRD number and photo ID like a passport and driver's licence. To complete an application form click ...
KiwiSaver is a retirement scheme that keeps your money in a locked investment until you reach the age of 65 and are eligible to make a retirement withdrawal. There are a few other circumstances where you can make a withdrawal from your account, such ...
If you've been a KiwiSaver member for a least 3 years and are planning to buy your first home in NZ you may be eligible to withdraw the full amount of employee, employer and government contributions plus any investment returns (leaving $1,000 in the ...