Every Kiwi should make a will and have a say in how your estate should be distributed. Start yours online today to ensure the people and things you love are taken care of after you’re gone.
There’s a lot to think about when a loved one passes away; let us make it a little simpler for you. Find resources and support for after someone has died.
If something prevents you from managing your own affairs, or you simply want someone to do it for you, a trusted EPA can make decisions on your behalf.
A trust supports the people or causes you care about after you’re gone. Look into creating a prepaid funeral trust, charitable trust, family trust or inheritance trust.
Independent, licensed supervision for regulated products and managed investment schemes. Comply with all obligations under the guidance of collaborative experts.
If you are experiencing (or likely to experience) serious illness or significant financial hardship, you may be eligible to withdraw part or all of your KiwiSaver balance.
Tailored solutions for investment managers, asset managers, and managers of participatory schemes. Secure your transactions and settlements with a proven team.
These funds are not available as part of the Public Trust Investment Service.
These funds are not open to the members of the public, this is only available where Public Trust is:
Trustee or Co-Trustee of an estate or trust
Property attorney under an enduring power of attorney for a customer who has lost mental capacity
Property Manager under the Protection of Personal Property Rights Act 1998.
All investments carry a risk. For further details of the Public Trust funds (including risks) see the current Diversified Funds Information Statement (PDF, 761KB).
31 July 2022
The withdrawal unit price is a gross price before allowing for any PIE tax applicable to individual investors.
On 1 October 2007, all funds elected to operate as Portfolio Investment Entities (PIEs), where individual investors will have tax paid on their behalf at their Prescribed Investor Rate (PIR). -