• Term Investment
  • Notification
  • SBS Cash Pie

Frequently Asked Questions

Individuals:

Is KiwiSaver Right for Me?

How do I Put Additional Funds into my Lifestages KiwiSaver Account?

What if I am an Existing Member and Want to Change my Portfolio Allocation?

What are the Benefits?

Who can Participate?

How do the Contributions Work?

When will I be able to Withdraw Money?

What do I do if I want to change my details?

Where do I go for More Information?

How does it Work?

Employers:

How does KiwiSaver Affect Employers?

Is it a Requirement that all Employers offer KiwiSaver to their Employees?

What Happens if an Employee does not Opt out and Wants to Stop Contributions Within the First Year?

Which New Employees do not have to be Automatically Enrolled in KiwiSaver?

Do Employers Have to Give Financial Advice?

How Should Employers Assist Employees who Request Financial or Provider Advice?

How Will Employees Know When their Contributions Have Been Received Safely by the IRD, Passed on their Chosen Provider and Invested?

What Ongoing Reporting about their Savings will Employees Receive?

Do Employers Know to Which Provider Employer Contributions are Going?

 

 

Information contained on this page is not intended as financial advice because it does not address individual circumstances. You may wish to seek financial advice before you make any decision. Financial advice on Kiwisaver can be obtained through Funds Administration New Zealand Limited (FANZ), a subsidiary of the Southland Building Society (“SBS Bank”).

Trustees Executors Limited (“TEL”) is the Trustee of the Scheme. The fund is managed and administered by Funds Administration New Zealand. Southland Building Society (“SBS Bank”) is a Promoter of the Scheme.

Southland Building Society (“SBS Bank”) does not guarantee (either partially or fully) the capital value or performance of the securities. The principal and returns of the Lifestages Deposit Portfolio / KiwiSaver / Managed Funds are not guaranteed or secured in any way by SBS Bank (or any other member of the SBS Bank group), or any other person. Investments in the Portfolio do not represent deposits or other liabilities of SBS Bank and are subject to investment risk, including the possible delays in repayment and loss of income and principal invested.

 

 

Reports and Documentation