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Booster KiwiSaver Scheme documents

In this section, you'll find documents for the Booster KiwiSaver Scheme. You can download  them in mybooster too!


Forms

Retirement withdrawal form
PDF (179kB)
First home withdrawal
PDF (89kB)
Withdrawal due to death of a member
PDF (61kB)
Australian – sourced retirement savings withdrawal
PDF (165kB)
Transfer from an existing superannuation scheme
PDF (40kB)

Other forms?

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 (DD) 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 kiwisaver@booster.co.nz. If you need any help, please contact us!


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’.

Multi-sector Funds and Cash Fund
PDF (1.2MB)
Socially Responsible Investment Funds
PDF (908kB)
Default Saver Fund
PDF (1MB)
Asset Class Funds
PDF (920kB)
Booster KiwiSaver Scheme Application Form and Product Disclosure Statements – all funds
Interactive (2.6MB)

KiwiSaver Quarterly Fund Updates

Interested in viewing our Quarterly Fund Updates? You can review the quarterly summaries for each fund in the Booster KiwiSaver Scheme, below.

If you are looking for Quarterly Fund Updates earlier than the ones listed below, go to the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’.


Other documents

Other Material Information
PDF (502kB)
Additional Other Material Information
PDF (68kB)
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
PDF ( 223kB)
Financial Statements
PDF (1.4MB)

Periodic disclosure statements

These periodic disclosure statements are archived. They were prepared in accordance with the KiwiSaver Periodic Disclosure and Regulations 2013. 

They provided important information about the investment funds in the Grosvenor KiwiSaver Scheme, including details about the performance of each fund and the fees charged for each fund.

Periodic disclosure statements are shown below. Click on the year to expand, then select a PDF or CSV file to download or open it.

2015

Annual Disclosure Statements

Year ending 31 March 2015

Capital Guaranteed Fund 

Enhanced Income Fund 

Default Saver Fund 

Conservative Fund 

Asset Class Conservative Fund 

Balanced Fund 

Socially Responsible Investment Balanced Fund 

Balanced Growth Fund 

Asset Class Growth Fund 

High Growth Fund 

Socially Responsible Investment Growth Fund 

International Share Fund 

Geared Growth Fund 

Trans-Tasman Share Fund 

Options Fund 

 

Quarterly Disclosure Statements

31 December 2015

Capital Guaranteed Fund

Enhanced Income Fund

Default Saver Fund

Conservative Fund

Asset Class Conservative Fund

Balanced Fund

Socially Responsible Investment Balanced Fund

Balanced Growth Fund

Asset Class Growth Fund

High Growth Fund

Socially Responsible Investment Growth Fund

International Share Fund

Geared Growth Fund

Trans-Tasman Share Fund

Options Fund

 

30 September 2015

Capital Guaranteed Fund

Enhanced Income Fund

Default Saver Fund

Conservative Fund

Asset Class Conservative Fund

Balanced Fund

Socially Responsible Investment Balanced Fund

Balanced Growth Fund

Asset Class Growth Fund

High Growth Fund

Socially Responsible Investment Growth Fund

International Share Fund

Geared Growth Fund

Trans-Tasman Share Fund

Options Fund

 

30 June 2015

Capital Guaranteed Fund

Enhanced Income Fund 

Default Saver Fund

Conservative Fund 

Asset Class Conservative Fund

Balanced Fund QDS

Socially Responsible Investment Balanced Fund

Balanced Growth Fund

Asset Class Growth Fund

High Growth Fund

Socially Responsible Investment Growth Fund

International Share Fund

Geared Growth Fund

Trans-Tasman Share Fund

Options Fund

 

31 March 2015

Capital Guaranteed Fund

Enhanced Income Fund

Default Saver Fund

Conservative Fund

Asset Class Conservative Fund

Balanced Fund

Socially Responsible Investment Balanced Fund

Balanced Growth Fund

Asset Class Growth Fund

High Growth Fund

Socially Responsible Investment Growth Fund

International Share Fund

Geared Growth Fund

Trans-Tasman Share Fund

Options Fund


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.


We're here to help

Call us on 0800 336 338

8am – 8pm Monday to Friday