This On Demand was originally recorded on 5 September 2024.

Are you one of the 3 million Kiwis with KiwiSaver? If not, why? If so, are you getting the best out of it for your current situation? What don’t you know that a bank or partnership accountant might not know, or might not tell you? Do KiwiSaver-related matters ever arise for your clients – if so, how well placed are you to advise?

Our expert panel will address a range of questions, issues and scenarios regarding KiwiSaver, to assist you to better understand and manage your own KiwiSaver journey and assist your clients to do the same.

Learning Outcomes

In respect of KiwiSaver:

• Refresh your understanding to what extent, KiwiSaver is appropriate, and whom it will best serve.
• Get a heads-up on when to engage with it (if applicable). 
• Delve into the pros and cons, including fees.
• Canvas the alternatives, or add-ons, for retirement savings, including what amount of savings you’ll need. 
• Improve your understanding of the employer contribution, and how it applies to the law firm context (such as salary packages).
• Gain insights into the wisdom or otherwise of moving schemes, and how to approach doing so. 
• Discover how changes of circumstances, such as being out of the workforce, or moving overseas or returning to New Zealand, impacts KiwiSaver and possibly other superannuation schemes.

Who should watch?

All legal professionals, whether in respect of their personal KiwiSaver questions or for advising clients.

Presenters

Jules Riley, Head of Growth (Investments), MAS

Jennie O’Donovan, Head of Communications and Education, Simplicity KiwiSaver Scheme, Simplicity

Scott Innes, Financial Wellbeing Specialist, Money Maverick