KiwiSaver Scheme
KiwiSaver Scheme Summary
The Scheme Summary provides a one page statement of the basis of the KiwiSaver Scheme, together with an outline of the benefits that members will receive.
KiwiSaver Scheme Update
This provides a summarised overview of the current condition of the Scheme. It sets out the background to the Scheme, summarises benefit entitlements and provides a review of the current advisors and managers to the Scheme, showing the results that they have achieved.
KiwiSaver Scheme Investment Statement
The Investment Statement sets out in some detail information about the investments of the Scheme. The Statement follows legal requirements and provides information about general investment decisions such as choosing an investment and choosing an investment advisor, as well as providing other important information about the Scheme.
Annual Report
Each year the Trustees produce an annual report. That report reviews the operation of the Scheme over the year, sets out what has been achieved and summarises the results. It includes both statutory information and financial statements about the operation of the Scheme in the year.