Joining simplicity
Should I choose KiwiSaver or an investment fund for my kids?
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: ...
Do I need to tell my employer when I join KiwiSaver?
We notify the IRD once we've processed your application, and they'll send your employer a letter informing them that you've joined a KiwiSaver Scheme. It will also tell them to start making contributions. This process can take some time, so to avoid ...
Am I eligible to join KiwiSaver?
You can join KiwiSaver if you: are a New Zealand citizen, or are entitled to live in New Zealand indefinitely; and live or normally live in New Zealand. You cannot join KiwiSaver if you are in New Zealand on a temporary, visitor, work or student ...
How do I join the Simplicity KiwiSaver Scheme?
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 ...
How long does it take to transfer from another provider?
If you're transferring from another KiwiSaver provider, your balance will show as zero until we receive the funds. Simplicity will take care of this transfer. Your previous provider must transfer your funds within 10 working days, however it can take ...
How do I sign my children up to Simplicity KiwiSaver?
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 an IRD number for at least one of the child's parents or ...
How do I open a non-KiwiSaver Investment Fund?
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 ...