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) (79 KB)

9 Leaving form (97 KB)

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

11 Medical withdrawal form (168 KB)

12 Retained member partial or total withdrawal (109 KB)

13 Retained member regular withdrawal (106 KB)

14 Significant financial hardship form (133 KB)

15 Death claim (227 KB)

Product disclosure statement

includes membership application

Product disclosure statement (166 KB)

Newsletters

May 2021

September 2020

July 2020

February 2020

Annual reports

UniSaver annual report 2020 (139KB)

UniSaver annual report 2019 (131KB)

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

Fund updates

Fund update 2020 - Growth (132KB)

Fund update 2020 - Balanced (156KB)

Fund update 2020 - Conservative (132KB)

Fund update 2020 - Cash (124KB)

Investment update 2020 - UniSteps age 49 (133KB)

Investment update 2020 - UniSteps age 54 (137KB)

Investment update 2020 - UniSteps age 59 (137KB)

Investment update 2020 - UniSteps age 64 (137KB)

Fund update 2019 - Growth (240KB)

Fund update 2019 - Balanced (239KB)

Fund update 2019 - Conservative (120KB)

Fund update 2019 - Cash (113KB)

Investment update 2019 - UniSteps age 49 (242KB)

Investment update 2019 - UniSteps age 54 (242KB)

Investment update 2019 - UniSteps age 59 (242KB)

Investment update 2019 - UniSteps age 64 (242KB)

Fund and investment 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.

Financial statements

2020 financial statements (346KB)

Governance

Product disclosure statement (166 KB)

Other material information (160 KB)

Trust deed (1.4 MB)

Statement of investment policy and objectives (103 KB)

Board charter (43 KB)

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