Documents and forms

The forms below are set up as autofill forms. You will need to save the form to your desktop to be able to use the autofill function.

Member forms

1 Change member details (120 KB)

2 Change investment options (106 KB)

Change contributions (75 KB)

4 Stop or restart contributions (188 KB)

5 Voluntary contributions (69 KB)

6 Change of employer (123 KB)

7 First-home withdrawal (219 KB)

8 In-service withdrawal (locked members) (192 KB)

9 Leaving service (234 KB)

10 Withdrawal on permanent emigration (locked members) (71 KB)

11 Serious illness withdrawal (locked members) (204 KB)

12 Retained member partial or total withdrawal (177 KB)

13 Retained member regular withdrawal (106 KB)

14 Death claim (113 KB)

Application pack

Product disclosure statement (253 KB)

Your Choices (162 KB)

Brochures

Introducing UniSaver (102 KB)

Your Choices (162 KB)

Newsletters

October 2019

June 2019

February 2019

October 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)

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