KiwiSaver too passive

New Zealanders are being too passive about their potential KiwiSaver earnings, according to analysis released by KPMG. KPMG’s new Funds Industry Management Update, released today, includes several articles that highlight the strengths and gaps of our KiwiSaver scheme. Independent investment researcher, Morningstar, says there’s an unnecessarily high concentration of KiwiSaver investment within conservative funds – […]

FMA keen on KiwiSaver engagement

KiwiSaver advice practices will always be a point of interest to the Financial Markets Authority, its director of markets oversight says. The FMA has released its latest KiwiSaver report, which shows the amount earned from the scheme’s investments doubled in the year to March from a year earlier. Assets increased by 33% to $28.5 billion. […]

QROPS rules put stop to mergers

British migrants whose pensions are now trapped in KiwiSaver schemes are a roadblock for providers wanting to merge funds or acquire other schemes. It was reported last week that 12 members of Smartshares KiwiSaver face a tax bill of up to 55% if they move their money to the now NZX-owned SuperLife scheme. NZX has […]