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Scheme Documents

Changes to the Gareth Morgan KiwiSaver Scheme from 1 April 2014
 

Adviser Disclosure Statements
 

Kiwi Wealth KiwiSaver Scheme Documents

The prospectus for the Kiwi Wealth KiwiSaver Scheme (under its former name of the Gareth Morgan KiwiSaver Scheme) was registered on 17 September 2013 (‘the Prospectus’).  A Memorandum of Amendments to the Prospectus was registered on 1 April 2014.  For a copy of the Prospectus (as amended by the Memorandum of Amendments), please click on the link below.  It may also be viewed on the Companies Office website www.business.govt.nz/companies under ‘Search other registers’.

Prospectus

Investment Statement

Trust Deed

Responsible Investment Policy

Investment Guidelines

Periodic disclosure statements

 

Gareth Morgan KiwiSaver Scheme Annual Reports

Annual Report - 1 April 2012 to 31 March 2013

Annual Report - 1 April 2011 to 31 March 2012

Annual Report - 1 April 2010 to 31 March 2011

Annual Report - 1 April 2009 to 31 March 2010

Annual Report - 1 April 2008 to 31 March 2009

Annual Report - 1 April 2007 to 31 March 2008 

 

Gareth Morgan KiwiSaver Scheme Full Financial Statements

Prior to 1 April 2010 the full financial statements for the Scheme were included in the annual report. 

Full Financial Statements - 31 March 2013

Full Financial Statements - 31 March 2012

 

GMI Superannuation Scheme Documents

The prospectus for the GMI Superannuation Scheme was registered with the Registrar of Financial Service Providers on 20 September 2013. For a copy of the registered prospectus, please click on the link below. The registered prospectus may also be viewed on the Companies Office website www.business.govt.nz/companies under 'Search other registers’.

Prospectus

Investment Statement

Trust Deed

Impaired Security Policy

Investment Guidelines

 

GMI Superannuation Scheme Annual Reports

Annual Report - 1 April 2012 to 31 March 2013

Annual Report - 1 April 2011 to 31 March 2012

Annual Report - 1 April 2010 to 31 March 2011

Annual Report - 1 April 2009 to 31 March 2010

 

GMI Superannuation Scheme Full Financial Statements

Prior to 1 April 2010 the full financial statements for the Scheme were included in the annual report.

Full Financial Statements - 31 March 2013

Full Financial Statements - 31 March 2012

 

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