DOCUMENTS & FORMS
QUAYSTREET FUNDS
Offer Documents
QuayStreet Funds Product Disclosure Statement
Statement of Investment Policy & Objectives
Financial Documents
QuayStreet Funds Annual Report 2022
QuayStreet Funds Annual Report 2021
QuayStreet Funds Annual Report 2020
QuayStreet Funds Annual Report 2019
QuayStreet Funds Annual Report 2018
QuayStreet Funds Annual Report 2017
QuayStreet Funds Financial Statements - 31 March 2022
QuayStreet Funds Financial Statements - 31 March 2021
QuayStreet Funds Financial Statements - 31 March 2020
QuayStreet Funds Financial Statements - 31 March 2019
QuayStreet Funds Financial Statements - 31 March 2018
QuayStreet Funds Financial Statements - 31 March 2017
QuayStreet Unit Trusts Financial Statements – 31 March 2016
Forms
Application Form – Individual and Joint
Application Form – Companies and Other Entities
Application Form – Trust or Deceased Estate
Application Form – Additional Individual Details
Application Form – Addendum Application Form Trust
Investment Direction and Switch Funds Form
QuayStreet Tax Residency self-certification form Individual
QuayStreet Tax Residency self-certification form Entity
QuayStreet Tax Residency self-certification form Controlling Person
Policies
QuayStreet Socially Responsible Investment Policy
QuayStreet Responsible Investment Policy

FUND UPDATES & FUND FACT SHEETS
QUAYSTREET KIWISAVER
Offer Documents
QuayStreet KiwiSaver Product Disclosure Statement
Statement of Investment Policy & Objectives
Financial Documents
QuayStreet KiwiSaver Scheme Annual Report 2022
QuayStreet KiwiSaver Scheme Annual Report 2021
QuayStreet KiwiSaver Scheme Annual Report 2020
QuayStreet KiwiSaver Scheme Annual Report 2019
QuayStreet KiwiSaver Scheme Annual Report 2018
QuayStreet KiwiSaver Scheme Annual Report 2017
Financial Statements - 31 March 2022
Financial Statements - 31 March 2021
Financial Statements - 31 March 2020
Financial Statements - 31 March 2019
Financial Statements - 31 March 2018
Financial Statements - 31 March 2017
Financial Statements – 31 March 2016
Forms
Investment Direction and Switch Funds Form
QuayStreet Tax Residency self-certification form Individual
QuayStreet Tax Residency self-certification form Entity
QuayStreet Tax Residency self-certification form Controlling Person
QuayStreet KiwiSaver Scheme Australian Superannuation Transfer Information Request Form
Withdrawals
As the Scheme is a KiwiSaver scheme, there are specific rules around withdrawing your investment from your Scheme Account. As such, we have specific forms available for you to apply to withdrawal your investment. Please complete the appropriate withdrawal request form and send it to us at:
QuayStreet KiwiSaver Support
PO Box 13155
Tauranga Central
Tauranga 3141
To speak to our QuayStreet Service Team please phone 0800 782 900 or email info@quaystreet.com. For further information about permitted withdrawals, please read the QuayStreet KiwiSaver Product Disclosure Statement and the Other Material Information or visit kiwisaver.govt.nz/.
Withdrawal Forms
Age of entitlement (currently 65)
First home purchase – withdrawal request
Significant financial hardship
Significant financial hardship as a result of COVID-19
To pay tax which arises from a foreign superannuation scheme withdrawal