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 ...
Simplicity investment funds are structured as PIEs. PIE stands for Portfolio Investment Entity. A PIE invests the contributions from its investors in different types of investment. The tax rate for your investment earnings from a PIE is referred to ...
For joint Investment Fund accounts where the account holders have different PIRs (Prescribed Investor Rates) tax is applied at the higher of the two rates.
You can open an Investment Fund while you're living overseas provided you have valid ID, a current home address (it doesn’t need to be a NZ address) and an NZ bank account. Please complete the application here you’ll need to provide your details and ...
A quarterly fund update will be published on our website, detailing our Funds' performance. An annual report will be emailed to members directly. Members can also log on to their online account here and track the performance of their fund/s since the ...