Forms & Documents for
    Fisher Funds KiwiSaver Plan

    Product Disclosure Statement
    KiwiSaver Plan Product Disclosure Statement
    Quarterly Fund Updates
    March 2024
    KiwiSaver Plan Cash Fund Update March 2024
    KiwiSaver Plan CashPlus Fund Update March 2024
    KiwiSaver Plan Default Conservative Fund Update March 2024
    KiwiSaver Plan Conservative Fund Update March 2024
    KiwiSaver Plan Default Fund Update March 2024
    KiwiSaver Plan Balanced Fund Update March 2024
    KiwiSaver Plan Growth Fund Update March 2024
    Forms
    KiwiSaver Plan Retirement Withdrawal Form
    KiwiSaver Plan Subsequent Retirement Withdrawal Form
    KiwiSaver Plan First Home or Qualifying Previous Home Owner Withdrawal Form
    KiwiSaver Plan Significant Hardship Withdrawal Form
    KiwiSaver Plan Serious Illness Withdrawal Form
    KiwiSaver Plan Life-Shortening Congenital Condition Withdrawal Form
    KiwiSaver Plan Deceased Member Withdrawal Form
    KiwiSaver Plan Australian Superannuation Retirement Withdrawal Form
    KiwiSaver Plan Foreign Superannuation Taxation Withdrawal Form
    KiwiSaver Plan Direct Debit Form
    KiwiSaver Plan Statutory Declaration Form
    KiwiSaver Plan Third Party Access Request
    KiwiSaver Plan NZ Superannuation Scheme Transfer (non-KiwiSaver)
    KiwiSaver Plan Permanent Emigration Excluding to Australia Withdrawal Form
    KiwiSaver Plan Trans Tasman Transfer Application
    Annual Reports
    KiwiSaver Plan Financial Statements 2024
    KiwiSaver Plan Annual Report 2023
    Other Material Information
    Fisher Funds KiwiSaver Plan Other Material Information
    SIPO
    Fisher Funds KiwiSaver Plan SIPO
    Governing Documents & Deeds
    KiwiSaver Plan Trust Deed
    Fisher Funds KiwiSaver Plan - Default Provider Instrument of Appointment Notice 2021
    Holdings
    KiwiSaver Plan Cash Fund Full Portfolio Holdings
    KiwiSaver Plan CashPlus Fund Full Portfolio Holdings
    KiwiSaver Plan Default Conservative Fund Full Portfolio Holdings
    KiwiSaver Plan Conservative Fund Full Portfolio Holdings
    KiwiSaver Plan Default Fund Full Portfolio Holdings
    KiwiSaver Plan Balanced Fund Full Portfolio Holdings
    KiwiSaver Plan Growth Fund Full Portfolio Holdings