DOCUMENTS & FORMS


QUAYSTREET KIWISAVER

Offer Documents

QuayStreet KiwiSaver Product Disclosure Statement

Other Material Information 

Statement of Investment Policy & Objectives

Financial Documents 

QuayStreet KiwiSaver Scheme Annual Report 2019

QuayStreet KiwiSaver Scheme Annual Report 2018

QuayStreet KiwiSaver Scheme Annual Report 2017

Financial Statements - 31 March 2019

Financial Statements - 31 March 2018

Financial Statements - 31 March 2017

Financial Statements – 31 March 2016

Forms

Direct Debit Form 

NZD Bank Account Details

AUD Bank Account Details

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

 

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)

Buying your first home – Withdrawal for deposit

Buying your first home – Withdrawal for settlement

Serious illness

Significant financial hardship

Permanent emigration

Death of member

To pay tax which arises from a foreign superannuation scheme withdrawal

Court Order