KiwiSaver Member Tax Credits – are your eligible?

What are Member Tax Credits?
To help you save, the Government will make an annual contribution towards your KiwiSaver account as long as you are a contributing member aged 18 or over. The maximum annual Member Tax Credit you are entitled to is $521.43.

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Retirees need to keep investing

In New Zealand once people become eligible to withdraw their money from KiwiSaver they can do what they like with it. There is nothing to stop retirees from blowing it all on a new car or holiday.

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KiwiSaver twists and turns

An issue of concern recently raised is; there is a lot of movement between the scheme providers which is not very productive, some KiwiSaver members are transferring between the scheme providers three or four times a year, we can’t understand why.

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Types of Investments

The types of investments you should consider will depend on your investment profile which takes into account your personal circumstances and financial situation. It will also depend on your goals.

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AML & CFT – What’s it all about?

Operating as a financial advisory firm with an Authorised Financial Adviser meeting face to face with investing clients it is incumbent on me to ensure that we meet the requirements of the Anti Money Laundering and Counter Financing of Terrorism Act 2009 by providing suitable client identification prior to carrying out transactions.

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Mighty River Power Share offer

FAQs for potential retail investors

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Goals and Risk Tolerance

Get to know yourself. Everybody is different.
To choose the right investment strategy, you need to be clear about your own needs and what you are trying to achieve.

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INVESTMENT REVIEW – Presentation by NZ Funds

On Monday 8th April three members of the NZ Funds Management Ltd (NZF) team travelled up from Auckland and provided …

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Bill’s in the spotlight

WOW – We are extremely proud.  Bill has been published in the latest issue of ASSET magazine. Here he is …

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LUNCHTIME INVESTMENT BRIEFING & YOU ARE INVITED

Yes, we are doing it again, following the success of our previous briefing, we are delighted to invite you to …

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