Documents and forms
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Booster KiwiSaver Scheme documents and forms

In this section, you'll find documents for the Booster KiwiSaver Scheme. You can download the following forms from this page as well as find them in mybooster 

All other forms can be downloaded from the ‘My account’ page in mybooster, which you can access here.

Financial Advisers

If you have a financial adviser, we recommend that you talk to them before you complete and submit any forms. They’ll be able to give you personalised advice based on your particular financial situation. If you’re not sure who your adviser is, please contact us.

Significant financial hardship forms

For significant financial hardship withdrawals, you'll need to request a copy of the form directly from us or your financial adviser. This is so we can help you through the process. You can call us on 0800 336 338 or email us.

Do it online in mybooster

Did you know that you can update your contact details, download a first home entitlement letter, set up a direct debit and switch funds in mybooster without having to complete a separate form?

Log in to mybooster and visit your KiwiSaver homepage to switch funds, go to the myaccount page to update your details and check the Quick access menu to set up a DD and access the 1st home entitlement letter. 

Completed forms

Please email your completed form, along with any supporting documents, to [email protected]. If you need any help, please contact us!

 

Documents

Investment performance

View the investment performance

Quarterly updates

View the quarterly updates for each fund in the Booster KiwiSaver Scheme

Risk profiler

What kind of investor are you? Investment profiler questionnaire (interactive PDF 974kB)

Product Disclosure Statements

These are updated from time to time so they always have the latest information. You can read the latest Product Disclosure Statements below or find them in the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’ at https://disclose-register.companiesoffice.govt.nz.

Booster KiwiSaver Scheme Product Disclosure Statement – Multi-sector Funds and Cash Fund (PDF 1172kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Socially Responsible Investment Funds (PDF 908kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Default Saver Fund (PDF 1009kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Asset Class Funds (PDF 920kB)

Booster KiwiSaver Scheme Application Form and Product Disclosure Statements – all funds (interactive PDF 2687kB)

While risk indicators stated in the Product Disclosure Statements are usually relatively stable, they do shift from time to time. You can see the most recent risk indicator in the latest fund update for each fund on the quarterly fund updates page.

Other documents

Other Material Information (PDF 502kB)

Statement of Investment Policy and Objectives (PDF 369kB)

Free Accidental Death Cover (PDF 95kB)

Responsible Investment Policy Statement (PDF 198kB)

Guide to verification and certification of identity documents (PDF 69kB)

How do I calculate my Prescribed Investor Rate (PIR)? (PDF 63kB)

How can I make voluntary contributions? (PDF 78kB)

Trust Deed (PDF 3.2MB)

Annual Report 2022 (PDF 223kB)

Financial Statements 2022 (PDF 1.4MB)

Interactive PDFs

Some of our forms are interactive PDFs and are labelled.

If you're using Internet Explorer 11, Chrome or Safari, you can fill in an interactive PDF form using your browser.

If you're using Edge, Firefox or an earlier version of Internet Explorer, you'll have to download an interactive PDF form and open it in Adobe Acrobat Reader. Then you can fill in the form on your computer.

When you've filled in the form, remember that you need to print and sign it before emailing or posting it back to us.

Archive

Page of Periodic disclosure statements 2016

Page of Periodic disclosure statements 2015

Page of Periodic disclosure statements 2014

Page of Periodic disclosure statements 2013

Questions?

If you have any queries or want to know more:

If you don't have a financial adviser, we can put you in touch with someone in your area.