KiwiSaver

Yes, you can.  We are happy to accept Australian Super funds.  Can you confirm the following details and I can draw up a letter to help you with your application with your Super Scheme: Super Scheme Name Member number Postal address Please send these details to us (contact@investnow.co.nz).

The is typically for when the IRD realises the employee/employer/government contributions have been calculated and paid incorrectly. You may wish to contact Inland Revenue regarding the reason for the refund.

As you are already an existing member of InvestNow, you just need to log into your InvestNow Managed Funds account, scroll down the “Dashboard“, you can join the InvestNow KiwiSaver Scheme under the “InvestNow KiwiSaver” option and follow the simple steps. If you do not see “InvestNow KiwiSaver” you will have started the KiwiSaver account…

You can find out who your KiwiSaver provider is by contacting the Inland Revenue Department (IRD), or by logging in to your MyIR account.

Please send us an email (contact@investnow.co.nz) and we will send you a form to complete. You will also need to provide supporting documents for the last three months regarding income, debts, and expenses you have (please note that the Statutory Declaration must be completed before the Scheme Supervisor will review the application). Supporting documents include:…

Please send us an email (contact@investnow.co.nz) and we will send you a form to complete. Please return the completed form and return it, and all supporting documents (these can be scanned and emailed to us): Evidence such as copies of passport pages showing date of departure or evidence of necessary visas. Provide utility bills or…

Please send us an email (contact@investnow.co.nz) and we will send you a form to complete for the first time you request such a withdrawal – note that you will need to have the statutory declaration witnessed.  The form, along with the deposit slip confirming your bank account, can be scanned and emailed back to us.…

Yes, you can.  Please send us an email (contact@investnow.co.nz) and we will send you a form to complete, along with supplying the following supporting documents: Proof of your Australian Superannuation Fund’s bank account. It must show the bank account name, bank account number, swift code, and logo of the bank. A letter from your Australian…

How can I update my Multi-Factor Authentication (MFA) preference? There are now three options available to you, for receiving your unique passcode each time you login: Email SMS/Text Authentication App (NEW). To change your MFA preference and/or switch to the Authentication App, follow these simple steps: 1) Log into your account 2) Click on the…

Producing reports for your Managed Funds & TDs portfolio Once logged in there are three types of reports you can produce, for whatever period you choose: General Ledger Report – provides information about your portfolio returns, contributions, tax information, and more (Excel format) Investment Report – provides information about your portfolio returns, contributions, tax information, and…

A diversified fund invests in a range of asset classes, regions, and/or industry sectors.  Each of these assets have different characteristics eg their values may not all rise or decline at the same time.  Investing in a range reduces the potential risk that anyone sector/region/industry can have on the overall performance of the fund –…

What does the KiwiSaver Summary provide? It provides a high-level overview of your portfolio, including details such as: Your contributions – Contributions you have made, from the time you first joined KiwiSaver (includes if you joined KiwiSaver before switching to InvestNow). Employer’s contributions – Contributions your employer(s) have made, from the time you first joined…