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. Our KiwiSaver funds are already broadly diversified, and many of the investments across the funds overlap. For most people, KiwiSaver has one long-term purpose, ...
The investments within the Simplicity KiwiSaver 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; only on dividends. International ...
KiwiSaver is designed as a long-term investment, so the money is typically "locked in" until you reach the qualifying age of 65. However, there are a few specific situations where you can access your funds earlier, such as if you're purchasing your ...
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 ...