Why does 15% of my fees go to the Simplicity Foundation?
Why does 15% of my fees go to the Simplicity Foundation?
Simplicity gives 15% of its fee to the Simplicity Foundation, which then distributes these funds to nominated charities. This has been part of Simplicity's story since it started in 2016. See Our Charity for more details about how the Foundation works and some of the amazing charities it supports.
Our current annual management fee is 0.23% or $2.30 annually for every $1,000 invested. The fee is calculated and deducted daily and is shown as a dollar amount in your online account. As a nonprofit fund manager, our long-term goal is to continue ...
If you have savings in another New Zealand superannuation or workplace savings scheme such as the Teachers’ Retirement Savings Scheme, you may be able to transfer them to your existing Simplicity KiwiSaver account. How to make a transfer? Request a ...
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 ...
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 a valid photo ID, such as a passport or NZ driver licence. Please complete the ...
Yes, you can request a transfer from your Australian superannuation scheme into a Simplicity KiwiSaver account. Please contact your Australian Scheme provider and ask for their Trans-Tasman portability transfer documents. Please note: Australian ...