KiwiSaver and
NZ Super schemes

Through NZX Wealth Technologies, it is possible to hold KiwiSaver and other NZ Super schemes alongside traditional custodial wrap investment portfolios. You are now able to manage your client’s investments in a consolidated and consistent fashion.

KiwiSaver and NZ Super scheme providers (Including QROPS) use our platform to offer an outstanding service to their members. This includes:

• Model portfolio construction – Bespoke or centralised
• Investing in a wide variety of asset types such as managed funds, direct equities, term deposits and bonds - All in any currency
• Online investor portal providing comprehensive reporting and differing degrees of self service
• User friendly B2B interface which handles communication between the IRD and the KiwiSaver scheme. This makes it simple to manage government contributions, contribution holidays, MTC eligibility and more.
• Task management framework which handles common events in KiwiSaver and NZ Super schemes. This allows you to design your own workflows around common tasks like withdrawals and transfers

Contact us to find out more about how we can make it easier for you to incorporate KiwiSaver and NZ Super schemes into your clients’ investment administration and reporting, or if you would like to enquire about administering your scheme through our platform.