Documents and forms
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Booster KiwiSaver Scheme documents and forms

In this section, you can find documents and forms for the Booster KiwiSaver Scheme.

Forms

First home withdrawal form (PDF 154kB)

Direct debit form (interactive PDF 120kB)

Super Simple Life Insurance - Direct debit form (PDF 111kB)

Investment switch form (interactive PDF 947kB)

Australian superannuation transfer form (PDF 46kB)

Change of member details form (interactive PDF 111kB)

Serious illness withdrawal form (PDF 197kB)

Retirement withdrawal form (PDF 56kB)

Withdrawal due to death of a member form (PDF 62kB)

Australian-sourced retirement savings withdrawal form (interactive PDF 157kB)

Permanent emigration withdrawal form (PDF 59kB)

Trans-Tasman transfer withdrawal form (PDF 104kB)

Partial withdrawal for foreign superannuation tax liability form (PDF 70kB)

Transfer from an existing superannuation scheme or savings plan form (PDF 41kB)

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 148kB)

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 (PDF 677kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Socially Responsible Investment Funds (PDF 563kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Single-sector and Specialty Funds (PDF 405kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Asset Class Funds (PDF 656kB)

Booster KiwiSaver Scheme Application Form and Product Disclosure Statements – all funds (interactive PDF 1418kB)

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 317kB)

Statement of Investment Policy and Objectives (PDF 437kB)

Free Accidental Death Cover (PDF 113kB)

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 49kB)

How can I make voluntary contributions? (PDF 93kB)

Trust Deed (PDF 3.2MB)

Annual Report 2020 (PDF 241kB)

Financial Statements 2020 – for year ended 31 March 2020 (PDF 634kB)

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.

Send us your completed form

It's quickest to email your completed form to us. You'll need to scan it and attach it to an email, along with any supporting documents. Email it to [email protected]

You can also post your completed form to us. Send it and any supporting documents to:

Booster Investment Management Limited
C/o Chief Operating Officer
PO Box 11872
Manners Street
Wellington 6142

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

Find out more

If you'd like more information or a copy of these documents and forms:

  • call us on 0800 336 338
  • contact us
  • contact your financial adviser.

Financial advice

If you’d like to talk with a professional financial adviser who can look at your situation, we can put you in touch with someone in your area.