IVCM (NZ) PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund

The Financial Services Industry in New Zealand is well regulated and governed by the Financial Markets Authority (FMA). This gives you peace of mind knowing that you can save for your retirement in a secure and safe environment.

IVCM (NZ) PIE Superannuation Fund


Retirement planning for most Kiwi residents consists predominantly of the State Pension, known as New Zealand Superannuation. As it is often not sufficient for a basic standard of living in retirement, many residents make their own retirement provision using KiwiSaver Schemes and personal superannuation. The IVCM (NZ) PIE Superannuation Fund is a personal superannuation fund. 

Our IVCM (NZ) PIE Superannuation Fund is also registered with HMRC as a Qualifying Recognised Overseas Pension Scheme (QROPS), meaning that it can accept a transfer of UK pension funds. This provides individuals who have moved from the UK to New Zealand with an attractive solution to continue saving for their retirement. The scheme is also very similar in structure to UK Personal Pension plans as you can select your own investment strategy and when it comes to retirement, you can flexibly access your funds.  

The scheme is managed by Ranfurly Strategic Limited who are regulated by the Financial Markets Authority under reference FSP455547. The scheme’s independent supervisor is Public Trust who are regulated by the Financial Markets Authority under reference FSP24561. 

Key Benefits


Here are some of the key benefits of saving for your retirement with our IVCM (NZ) PIE Superannuation Fund.

LOW COST, TRANSPARENT FEES

We keep our fees at a low competitive level and give assurance that there are NO HIDDEN COSTS out with the fees and charges disclosed in any of our product documentation.

ZERO TAX WITHIN FIRST 4 YEARS OF RESIDENCY

If you have been a resident in New Zealand for less than 4 years, you will usually benefit from zero tax on investment growth.

FLEXIBLE ACCESS TO YOUR FUNDS AT RETIREMENT

From age 55 you can usually withdraw the full amount as one lump sum, a series of lump sums, as pension income, or just roll up your pension as an estate planning tool passing the whole lot onto your nominated beneficiaries.

TAX BENEFITS FOR NON-NZ RESIDENTS

If you are not a resident in New Zealand then you may not pay tax on investment growth.

QUICK AND SIMPLE TRANSFER PROCESS

If you are looking to transfer your UK Pension to us, we handle all of the administration involved, so you don’t have to.

Pension Transfers Made Easy


The personal, simple and affordable way to transfer your Pension to New Zealand.

Whether you are looking to transfer your UK Pension or an existing Qualifying Recognised Overseas Pension Scheme (QROPS) to New Zealand, our team of Pension Transfer specialists are always on hand to guide you through each step of the journey. To most people, this process may appear to be daunting and complex but at IVCM, it is our job to simplify that complexity and put your mind at ease knowing that you can transfer your pension safely, securely and efficiently with us.  

However, it is important to note that we are NOT authorised to provide you with any financial advice and so we strongly recommend that you seek professional financial advice from a suitably qualified Financial Adviser, before transferring a pension. It is important for your financial position to be assessed in order for you to have complete assurance that transferring your pension is in your best interest. If you would like us to put you in touch with a trusted financial adviser, just ask.  

How it Works


Transferring a Pension Plan to New Zealand is a process that we make simple for you, by handling all of the administration involved, on your behalf.

1

Apply

Print, complete and return our new business application forms.

Our superannuation application form also includes a letter of authority so that we can deal directly with your existing pension provider so you don’t have to.

2

Personal ID

Provide certified copies of ID Documents

One should be a copy of your passport or driving license as photographic identity and the other a recent bank statement or utility bill, as proof of address.

3

Complete

Post or email your completed documents to us

We require you to post all your documents to our Australia office noted below. We can also start the process with a scanned copy of your documents.

Transfer Requirements


Our requirements to make you a client

Listed below are all the items we require, to handle the transfer process on your behalf:

Application Form

IVCM NZ PIE Superannuation Fund

Application Form - Australian Consumers

IVCM NZ PIE Superannuation Fund

You should also provide us with your completed and signed transfer forms from your existing pension scheme(s) and your identification documents, as noted above.

Post all of this documentation to our office in Australia:

IVCM (Aust) Pty Ltd
Lvl2, Suite 210, 25 Solent Circuit
Norwest Business Park, Baulkham Hills NSW 2153, Sydney

We can start the process with a scanned copy of this paperwork but ultimately we need the original signed paperwork to finalise the transfer of funds.

Please email your documents to enquiries@ivcm.com and a member of our team will respond’

The parties involved in the IVCM (NZ) PIE Superannuation Fund are as follows:

  • IVCM (Aust) Pty Ltd are the distributors who are responsible for distributing the scheme (ABN 16 608 923 477, AFSL 491530).
  • Ranfurly Strategic Limited are the Scheme Managers and are regulated by the FMA under reference FSP455547.
  • Public Trust are the supervisor of the scheme and responsible for supervising Ranfurly as the manager of the scheme. Public Trust are regulated by the FMA under FSP24561.
  • Adminis Custodial Nominees Ltd are the custodian who hold the assets of the scheme on trust. They are regulated by the FMA.
  • Adminis NZ Limited are the administration managers who provide administration and online access.

Product Documents


Product Disclosure Statement

IVCM NZ PIE Superannuation Fund

Product Disclosure Statement – Australian Consumers

IVCM NZ PIE Superannuation Fund

Statement of Investment Policy & Objectives

IVCM NZ PIE Superannuation Fund

Other Material Information

IVCM NZ PIE Superannuation Fund

Conflict of Interest

IVCM NZ PIE Superannuation Fund

Application Form

IVCM NZ PIE Superannuation Fund

Application Form - Australian Consumers

IVCM NZ PIE Superannuation Fund

Adviser Appointment Form

IVCM NZ PIE Superannuation Fund

Benefit Request Form

IVCM NZ PIE Superannuation Fund

Change of Member Details

IVCM NZ PIE Superannuation Fund

Contribution Notification

IVCM NZ PIE Superannuation Fund

Email and Fax Indemnity

IVCM NZ PIE Superannuation Fund

Execution Only Transfer Form

IVCM NZ PIE Superannuation Fund

Investment Instruction

IVCM NZ PIE Superannuation Fund

Investment Switch Instruction

IVCM NZ PIE Superannuation Fund

Nominated Beneficiaries

IVCM NZ PIE Superannuation Fund

Verification of Identity

IVCM NZ PIE Superannuation Fund

APSS263 - IVCM NZ PIE

IVCM NZ PIE Superannuation Fund

Transfer Out Form

IVCM NZ PIE Superannuation Fund

Fund Update - 30 June 2020

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Archived Fund Update

We are currently updating this section

We are currently updating this section

We are currently updating this section

We are currently updating this section

Financial Statements – 30 September 2019

IVCM NZ PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund - Annual Report 2019

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2017 to 30 Sep 2018

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2016 to 30 Sep 2017

IVCM NZ PIE Superannuation Fund

Trust Deed and Documents

IVCM NZ PIE Superannuation Fund

Archived Fund Update

Any Questions?


Contact us today for some FREE expert support and guidance and one of our consultants would be happy to answer any questions you have.