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

Significant financial hardship withdrawal form (PDF 75kB)

First home withdrawal form (PDF 78 kB)

Direct debit form (interactive PDF 109kB)

Super Simple Life Insurance - Direct debit form (PDF 105kB)

Investment switch form (interactive PDF 89kB)

Australian superannuation transfer form (PDF 41kB)

Change of member details form (interactive PDF 104kB)

Serious illness withdrawal form (PDF 55kB)

Retirement withdrawal form (PDF 52kB)

Withdrawal due to death of a member form (PDF 58kB)

Australian-sourced retirement savings withdrawal form (interactive PDF 147kB)

Permanent emigration withdrawal form (PDF 55kB)

Trans-Tasman transfer withdrawal form (PDF 100kB)

Partial withdrawal for foreign superannuation tax liability form (PDF 65kB)

Transfer from an existing superannuation scheme or savings plan form (PDF 36kB)

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 566B)

Booster KiwiSaver Scheme Product Disclosure Statement – Socially Responsible Investment Funds (PDF 333kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Single-sector and Specialty Funds (PDF 252kB)

Booster KiwiSaver Scheme Product Disclosure Statement – Asset Class Funds (PDF 371kB)

Booster KiwiSaver Scheme Application Form and Product Disclosure Statements – all funds (interactive PDF 959kB)

Other documents

Other Material Information (PDF 289kB)

Statement of Investment Policy and Objectives (PDF 306kB)

Free Accidental Death Cover (PDF 99kB)

Responsible Investment Policy Statement (PDF 261kB)

How can I make voluntary contributions? (PDF 82kB)

Trust Deed (PDF 3.2MB)

Annual Report 2018 (PDF 165kB)

Financial Statements 2018 – for year ended 31 March 2018 (PDF 646kB)

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

Grosvenor KiwiSaver Scheme Financial Statement 2015 (PDF 1.2MB)

Grosvenor Trust Deed (PDF 483kB)

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.