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ANNUAL REPORT TO MEMBERS for the MARITIME KIWISAVER SCHEME___Year ended 31 March 2022 ___Chairmans Report I am pleased to present the sixth annual report of the Maritime KiwiSaver Scheme Fund Size

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How to fill out kiwisaver market review

01

To fill out the KiwiSaver Market Review, follow these steps:

02

Gather all the necessary documents and information, such as your KiwiSaver account details, investment statements, and any other relevant financial information.

03

Start by providing your personal details, including your full name, address, contact information, and IRD number.

04

Specify the type of investor you are, such as an individual, a trust, or a company.

05

Fill in the relevant sections concerning your current KiwiSaver investment, including the name of your provider, the fund you are invested in, and the amount you have invested.

06

Provide details about any other investments you have made, such as additional voluntary contributions or alternative investments outside of KiwiSaver.

07

Indicate whether you would like to make any changes to your KiwiSaver investment, such as switching funds or changing your contribution rate.

08

Assess and disclose your risk tolerance by selecting the appropriate option that aligns with your investment preferences and comfort level.

09

Complete any additional sections or questions relevant to your circumstances, such as tax residency or specific investment goals.

10

Review the completed KiwiSaver Market Review form for accuracy and make any necessary corrections before submission.

11

Submit the filled-out form to your KiwiSaver provider as per their instructions, which may involve mailing it or submitting it online through their website.

12

Keep a copy of the filled-out form for your records and follow up with your KiwiSaver provider if needed.

Who needs kiwisaver market review?

01

Anyone who has a KiwiSaver investment should consider filling out a KiwiSaver Market Review.

02

It is especially beneficial for individuals who want to review and potentially make changes to their current KiwiSaver investment strategy.

03

Those who wish to assess their risk tolerance, make voluntary contributions, switch funds, or evaluate their investment goals can benefit from the KiwiSaver Market Review.

04

It provides an opportunity for investors to ensure their KiwiSaver investment aligns with their financial objectives and preferences.

05

Overall, anyone who wants to actively manage and optimize their KiwiSaver investment should consider completing the KiwiSaver Market Review.

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What is kiwisaver market review?

The KiwiSaver market review is an assessment or analysis of the performance, trends, and overall condition of the KiwiSaver scheme in New Zealand, which helps individuals understand their investment options and the health of their retirement savings.

Who is required to file kiwisaver market review?

Providers of KiwiSaver schemes and financial advisers who offer KiwiSaver products are generally required to file the KiwiSaver market review to ensure compliance and transparency in the financial services sector.

How to fill out kiwisaver market review?

To fill out the KiwiSaver market review, providers must gather relevant financial data, performance metrics, and other required information, then complete the review forms provided by the regulatory body or authority overseeing the KiwiSaver scheme.

What is the purpose of kiwisaver market review?

The purpose of the KiwiSaver market review is to evaluate and report on the performance of KiwiSaver schemes, ensuring they meet regulatory requirements and serve the interests of members by promoting informed investment decisions.

What information must be reported on kiwisaver market review?

Information that must be reported includes financial performance data, investment returns, membership statistics, compliance with regulatory standards, and any changes to the scheme that may affect its members.

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