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.
The annual fees on our KiwiSaver accounts simply have a 0.25% per annum management fee. This equates to $2.50 per $1000 that you have invested. This fee is deducted at a daily rate and displayed on your online account in dollar figures. As 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 ...
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. If you need a letter of ...
To create a Simplicity KiwiSaver account for your child please complete the online application form here. You'll need your child's birth certificate and IRD number, and identification and IRD numbers for all of the child's parents or guardians. All ...
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 ...