Retirement savings

Please find attached a link to an article updating the progress of moving Australian super plans back to New Zealand. If you are interested in receiving more information please contact Peter by email peter@thorner.co.nz and he will make sure Continue Reading

(courtesy of Fisher Funds). It has been a while since we provided an update on the Trans Tasman portability of your Super and this hasn’t been because we have forgotten about it. Unfortunately the process is taking a little longer than everyone Continue Reading

Life insurance premium refunds have just been reintroduced to New Zealand. We need to speak soon if you want the ability to have life insurance cover and to get a premium refund after a specified term. Follow the links below or call me Continue Reading

KiwiSaver continues to gain momentum. At the end of January 2010 there were 1,305,127 members with potentially 491,330 being in default funds. There are benefits from choosing your own provider and fund so let’s talk about your options if Continue Reading

Legislation allowing New Zealanders returning home from Australia to bring their retirement savings with them will be introduced to Parliament in about two weeks, Finance Minister Bill English says. Providing the necessary law changes are made Continue Reading

KiwiSaver has recently had a second birthday that celebrated over 1,100,500 members. Of these people 52% were female and only 18% of the total membership were aged 55 plus. Employee deductions in June 2009 amounted to $62,477,285 and for the Continue Reading

Sentinel have advised that the floating rate for their Lifetime Loans will drop to 7.40% p.a. effective from 30 March 2009. This is a dramatic drop reflecting current market changes and takes affordability of the lifetime loan to a new level. If Continue Reading

The current financial climate is proving to be a difficult time for many of us at the moment and I am finding that many of my clients are trying to get through by juggling their finances but they are still not making headway. I am here to help Continue Reading

The continued growth in KiwiSaver saw membership reach 900,509 members at 31 December 2009 with 51% being females. Nearly half opted in via a provider of their choice with 35% going to one of the default funds due to lack of personal choice. Of Continue Reading

The National Government has made a number of changes to KiwiSaver following the confirmation of election policies with some amendments. Most changes will come into effect from 1 April 2009. The Government’s changes to KiwiSaver legislation will Continue Reading

Update regarding moving Australian super plans back to New Zealand….

Australia Super transfer to New Zealand update…..

Premium refunds on life policies are reintroduced

KiwiSaver Statistics January 2010

Australian super transfer update November 2009

KiwiSaver Statistics June 2009

Sentinel Lifetime Loan Interest Rate Change from 30 March 2009

Easing The Squeeze – 3 Key Review Areas

KiwiSaver Statistics December 2008

KiwiSaver changes from 1 April 2009 for contributors

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