Blog
Kiwis to gain from Aussie Super Portability
Posted in Kiwisaver, Savings on
The Australian Tax Office estimates there is about A$17.7 billion (NZ$21 billion) in 'lost accounts' in the Australian superannuation system, much of which is thought to belong to New Zealanders.
View moreReserve Bank issues 'dirty money' warning
Posted in Kiwisaver, Savings on
NZ Herald By Ben Chapman-Smith 11:45 AM Thursday Jun 20, 2013
View morePlans for a KiwiSaver scheme only adviser being considered
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The Code Committee is considering the idea of having a designation for advisers wanting to give advice around KiwiSaver only.
View moreBuffett Fan Douglass Best in Australia on Magellan Global
Posted in Kiwisaver, Savings on
"The company’s flagship Magellan Global Fund beat all 109 global equity funds available in Australia with more than $100 million in assets over the past three years through June, according to data compiled by Bloomberg."
View moreActive funds best allround use of KiwiSaver
Posted in Kiwisaver, Savings on
Brian Gaynor discusses active vs passive fund managers in relation to KiwiSaver. The benefits that our members enjoy through active management are explored.
View moreInvesting globally - may the force be with you...
Posted in Kiwisaver, Savings on
"In this commentary we look at the significance (or otherwise!) of the NZ market – and share thoughts about why some international diversification is important for investors."
View moreMorningstar KiwiSaver Schemes' Survey - June Quarter 2013
Posted in Kiwisaver, Savings on
Fixed income investments lagged over the June quarter, while equities were mostly positive. KiwiSaver schemes with large fixed interest exposures felt the impact of the sharp increase in bond yields, while the New Zealand dollars fall against global exchanges enhanced the return of global equities.
View moreThird of KiwiSaver schemes' members don't know balance
Posted in Kiwisaver, Savings on
More than one in three people signed up to KiwiSaver don't know how much money they have in their retirement savings account, a survey by the country's largest provider has revealed.
View moreFundSource Generate KiwiSaver Scheme Research Paper Sep 2013
Posted in Kiwisaver, Savings on
This paper by FundSource provides an in-depth analysis of the Generate KiwiSaver Scheme. The main features of the Scheme, including benefits and limitations of investing in the Scheme, are discussed. FundSource is an independent New Zealand managed funds research house, supplying data to financial advisers and fund managers since 1987.
View moreAdjusting the Risk of Your KiwiSaver Investment
Posted in Kiwisaver, Savings on
"Selecting a KiwiSaver fund to best fit one’s risk profile is an important decision that investors need to make. However, an investor’s risk profile is likely to change as retirement—and the possibility of accessing savings—nears. With this in mind, many KiwiSaver providers offer age-based investment options for their KiwiSaver schemes and these can help deal with changing risk profiles."
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