Documents and forms

Application pack

Product disclosure statement (253 KB)

Your Choices (162 KB)

 

Brochures

Introducing UniSaver (102 KB)

Your Choices (162 KB)

 

Member forms

1 Change member details (47 KB)

2 Change investment options (51 KB)

Change contributions (58 KB)

4 Stop or restart contributions (60 KB)

5 Voluntary contributions (55 KB)

6 Change of employer (59 KB)

7 First-home withdrawal (72 KB)

8 In-service withdrawal (locked members) (59 KB)

9 Leaving service (66 KB)

10 Withdrawal on permanent emigration (locked members) (55 KB)

11 Serious illness withdrawal (locked members) (66 KB)

12 Retained member partial or total withdrawal (58 KB)

13 Retained member regular withdrawal (57 KB)

14 Death claim (56 KB)

 

Newsletters

June 2019

February 2019

October 2018

July 2018

 

Annual Reports

UniSaver annual report 2018 (133KB)

UniSaver annual report 2017 (133KB)

UniSaver annual report 2016 (128KB)

UniSaver annual report 2015 (918KB)

UniSaver annual report 2014 (225KB)

 

Fund updates

Fund update 2018 - Growth (247KB)

Fund update 2018 - Balanced (262KB)

Fund update 2018 - Conservative (256KB)

Fund update 2018 - Cash (217KB)

Fund update 2018 - UniSteps age 49 (271KB)

Fund update 2018 - UniSteps age 54 (264KB)

Fund update 2018 - UniSteps age 59 (269KB)

Fund update 2018 - UniSteps age 64 (266KB)

Fund update 2017 - Growth (298KB)

Fund update 2017 - Balanced (298KB)

Fund update 2017 - Conservative (295KB)

Fund update 2017 - Cash (266KB)

Fund update 2017 - UniSteps age 49 (300KB)

Fund update 2017 - UniSteps age 54 (301KB)

Fund update 2017 - UniSteps age 59 (302KB)

Fund update 2017 - UniSteps age 64 (296KB)

Fund updates from previous years are available to view at disclose-register.companiesoffice.govt.nz. Enter the scheme name 'UniSaver', then click on the 'Documents' tab.

Governance

Product disclosure statement (253 KB)

Other material information (149 KB)

Trust deed (24 MB)

Statement of Investment Policy and Objectives (106 KB)

Board charter (43 KB)

back to top