Documents
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Follow the links below to download the documents and forms for your membership.
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Annual reports
View annual reports
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Financial statements
View financial statements
- Audited financial statements 31 March 2025
- Audited financial statements 31 March 2024
- Audited financial statements 31 March 2023
- Audited financial statements 31 March 2022
- Audited financial statements 31 March 2021
- Audited financial statements 31 March 2020
- Audited financial statements 31 March 2019
- Audited financial statements 31 March 2018
- Audited financial statements 31 March 2017
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Fund updates
View fund updates
- Growth Fund - Fund Update year ended 31 March 2025
- 50% Balanced/ 50% Growth Investment Option - Investment Update year ended 31 March 2025
- Balanced Fund - Fund Update year ended 31 March 2025
- 50% Conservative/50% Balanced Investment Option - Investment Update year ended 31 March 2025
- Conservative Fund Update - Fund Update year ended 31 March 2025
- 50% Cash/ 50% Conservative Investment Option - Investment Update year ended 31 March 2025
- Cash Fund - Fund Update year ended 31 March 2025
- Growth Fund - Fund Update year ended 31 March 2024
- 50% Balanced/ 50% Growth Investment Option - Investment Update year ended 31 March 2024
- Balanced Fund - Fund Update year ended 31 March 2024
- 50% Conservative/50% Balanced Investment Option - Investment Update year ended 31 March 2024
- Conservative Fund Update - Fund Update year ended 31 March 2024
- 50% Cash/ 50% Conservative Investment Option - Investment Update year ended 31 March 2024
- Cash Fund - Fund Update year ended 31 March 2024
- Growth Fund - Fund Update year ended 31 March 2023
- 50% Balanced/ 50% Growth Investment Option - Investment Update year ended 31 March 2023
- Balanced Fund - Fund Update year ended 31 March 2023
- 50% Conservative/50% Balanced Investment Option - Investment Update year ended 31 March 2023
- Conservative Fund Update - Fund Update year ended 31 March 2023
- 50% Cash/ 50% Conservative Investment Option - Investment Update year ended 31 March 2023
- Cash Fund - Fund Update year ended 31 March 2023
- Growth Fund - Fund Update year ended 31 March 2022
- 50% Balanced/ 50% Growth Investment Option - Investment Update year ended 31 March 2022
- Balanced Fund - Fund Update year ended 31 March 2022
- 50% Conservative/50% Balanced Investment Option - Investment Update year ended 31 March 2022
- Conservative Fund Update - Fund Update year ended 31 March 2022
- 50% Cash/ 50% Conservative Investment Option - Investment Update year ended 31 March 2022
- Cash Fund - Fund Update year ended 31 March 2022
- Growth Fund - Fund Update year ended 31 March 2021
- 50% Balanced/ 50% Growth Investment Option - Investment Update year ended 31 March 2021
- Balanced Fund - Fund Update year ended 31 March 2021
- 50% Conservative/50% Balanced Investment Option - Investment Update year ended 31 March 2021
- Conservative Fund Update - Fund Update year ended 31 March 2021
- 50% Cash/ 50% Conservative Investment Option - Investment Update year ended 31 March 2021
- Cash Fund - Fund Update year ended 31 March 2021
- Growth Fund - Fund Update year ended 31 March 2020
- 50% Balanced/ 50% Growth Investment Option - Investment Update year ended 31 March 2020
- Balanced Fund - Fund Update year ended 31 March 2020
- 50% Conservative/50% Balanced Investment Option - Investment Update year ended 31 March 2020
- Conservative Fund Update - Fund Update year ended 31 March 2020
- 50% Cash/ 50% Conservative Investment Option - Investment Update year ended 31 March 2020
- Cash Fund - Fund Update year ended 31 March 2020
- Growth Fund - Fund Update year ended 31 March 2019
- 50% Balanced/ 50% Growth Investment Option - Investment Update year ended 31 March 2019
- Balanced Fund - Fund Update year ended 31 March 2019
- 50% Conservative/50% Balanced Investment Option - Investment Update year ended 31 March 2019
- Conservative Fund Update - Fund Update year ended 31 March 2019
- 50% Cash/ 50% Conservative Investment Option - Investment Update year ended 31 March 2019
- Cash Fund - Fund Update year ended 31 March 2019
- Growth Fund - Fund Update year ended 31 March 2018
- 50% Balanced/ 50% Growth Investment Option - Investment Update year ended 31 March 2018
- Balanced Fund - Fund Update year ended 31 March 2018
- Conservative Fund Update - Fund Update year ended 31 March 2018
- 50% Cash/ 50% Conservative Investment Option - Investment Update year ended 31 March 2018
- Cash Fund - Fund Update year ended 31 March 2018
- Growth Fund - Fund Update year ended 31 March 2017
- 50% Balanced/ 50% Growth Investment Option - Investment Update year ended 31 March 2017
- Balanced Fund - Fund Update year ended 31 March 2017
- 50% Conservative/50% Balanced Investment Option - Investment Update year ended 31 March 2017
- Conservative Fund Update - Fund Update year ended 31 March 2017
- 50% Cash/ 50% Conservative Investment Option - Investment Update year ended 31 March 2017
- Cash Fund - Fund Update year ended 31 March 2017
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Member booklet and fact sheets
View member booklet and fact sheets
- Definition of permanent incapacity
- Directors of the Scheme Trustee
- Employer contributions and KiwiSaver
- Financial Adviser Checklist
- Frequently asked questions about Locked-In Accounts
- Frequently asked questions about home purchase withdrawals
- Individual membership
- Insurance fact sheet
- Member information booklet
- Mercer Periodic Table of Investment Returns
- Mercer Periodic Table of Investment Returns – Interactive
- Options for employee members reaching age 65
- Switching from wages to salary
- Website access guide
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Member forms
View member forms
- D2 Application to take leave of absence
- D3 Leaving service withdrawal
- D5 Investment alteration request
- D6 Changes to your personal details or employer
- D8 Member withdrawal request - Members aged 65+
- D9 Transfer to KiwiSaver
- D10 Preserved member withdrawal request
- D11 Change membership basis
- D12A Change, suspend or cease contributions - employee members only
- D12B Change, suspend or cease contributions - elective members only
- D13 Significant financial hardship withdrawal form
- D14 Home purchase withdrawal form
- Group insurance personal statement
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Newsletters
View newsletters
- August 2025 - Super News
- March 2025 - Super News
- November 2024 - Super News
- August 2024 - Super News
- March 2024 - Super News
- November 2023 - Super News
- August 2023 - Super News
- March 2023 - Super News
- November 2022 - Super News
- August 2022 – Super news
- March 2022 – Super news
- November 2021 – Super news
- August 2021 – Super news
- March 2021 – Super news
- October 2020 – Super news
- July 2020 – Super news
- May 2020 - Investment Update
- October 2019 – Super news
- April 2019 – Super news
- January 2019 – MFA newsletter
- November 2018 – Super news
- September 2018 – Best Doctors
- February 2018 – Super news
- December 2017 – Super news
- September 2017 - Super news
- March 2017 - Super news
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Policies and procedures
View policies and procedures
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Product disclosure statement and other material information
View product disclosure statement and other material information
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Trust deed
View trust deed