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Product Documents

Switch and Direct Debit Forms

Withdrawal Forms

Emigration & Superannuation Transfer

Investment Information

Annual reports

Archived KiwiSaver Documents & Forms

Product Documents

Scheme Offer Documents

MAS KiwiSaver Scheme - Product Disclosure Statement (with Application Form) Download
MAS KiwiSaver Scheme - Other Material Information Download
MAS KiwiSaver Scheme - SIPO Download

Switch and Direct Debit Forms

Forms

Investment Strategy Change Request (Switch) Form Download
Direct Debit Authority Form Download
Direct Debit Amendment or Cancellation Form Download

Health NZ

Health NZ/RNZCGP Contributions Form Download

Withdrawal Forms

Retirement Withdrawal Form

Retirement Withdrawal Application Form Download

First Home Withdrawal

First Home Withdrawal Application Form Download

Early Withdrawal Forms

Significant Financial Hardship Withdrawal Application Form Download
Serious Illness Withdrawal Application Form Download
Life-shortening Congenital Condition Withdrawal Application Form Download
Deceased Member Withdrawal Application Form Download

Emigration & Superannuation Transfer

Emigration Transfer Forms

Permanent Emigration (to Australia) Transfer Application Download
Permanent Emigration (excluding Australia) Withdrawal Application Form Download

Transfer Forms

KiwiSaver Transfer from Superannuation Fund Download
KiwiSaver Transfer from Australian Superannuation Scheme Download

Investment Information

Quarterly KiwiSaver Fund Updates

MAS KiwiSaver Scheme Fund Update Booklet 31 December 2023 Download
MAS KiwiSaver Scheme Fund Update Booklet 30 September 2023 Download
MAS KiwiSaver Scheme - Fund Update Booklet - June 2023 Download
MAS KiwiSaver Scheme Fund Update Booklet March 2023 Download
MAS KiwiSaver Scheme Fund Update Booklet December 2022 Download
MAS KiwiSaver Scheme Fund Update Booklet September 2022 Download
MAS KiwiSaver Scheme Fund Update Booklet June 2022 Download
MAS KiwiSaver Scheme Fund Update Booklet March 2022 Download
MAS KiwiSaver Scheme Fund Update Booklet December 2021 Download
MAS KiwiSaver Scheme Fund Update Booklet September 2021 Download
MAS KiwiSaver Scheme Fund Update Booklet June 2021 Download
MAS KiwiSaver Plan Fund Update Booklet 2021 Download
MAS KiwiSaver Plan Fund Update Booklet 2020 Download
MAS KiwiSaver Plan Fund Update Booklet 2019 Download
MAS KiwiSaver Plan Fund Update Booklet 2018 Download
MAS KiwiSaver Plan Fund Update Booklet 2017 Download

Fund Holdings

MAS KiwiSaver Scheme Fund Holdings Booklet as at 30 September 2023 Download
MAS KiwiSaver Scheme Fund Holdings Booklet as at 30 June 2023 Download
MAS KiwiSaver Scheme Fund Holdings as at 31 March 2023 Download
MAS KiwiSaver Scheme Fund Holdings as at 31 December 2022 Download
MAS KiwiSaver Scheme Fund Holdings as at 30 September 2022 Download
MAS KiwiSaver Scheme Fund Holdings as at 30 June 2022 Download
MAS KiwiSaver Scheme Fund Holdings as at 31 March 2022 Download
MAS KiwiSaver Scheme Fund Holdings as at 31 December 2021 Download
MAS KiwiSaver Scheme Fund Holdings as at 30 September 2021 Download
MAS KiwiSaver Scheme Fund Holdings as at 30 June 2021 Download
MAS KiwiSaver Scheme Fund Holdings as at 31 March 2021 Download

       

Annual Reports

MAS KiwiSaver Scheme Annual Report 2023 Download
MAS KiwiSaver Scheme Annual Report 2022 Download
MAS KiwiSaver Plan Annual Report 2021 Download
MAS KiwiSaver Plan Annual Report 2020 Download
MAS KiwiSaver Plan Annual Report 2019 Download

Annual Statements - Information on Fees

Annual Fees Calculation Methodology Download

Financial Statements

MAS KiwiSaver Scheme Financial Statements for the year ended 31 March 2023 Download
MAS KiwiSaver Scheme Financial Statements for the year ended 31 March 2022 Download
MAS KiwiSaver Plan Financial Statements for the year ended 31 March 2021 Download
MAS KiwiSaver Plan Financial Statements for the year ended 31 March 2020 Download

Medical Funds Management Limited is the manager and issuer of investments in the MAS KiwiSaver Scheme (the Scheme). A copy of the Product Disclosure Statement (PDS) for the Scheme is available here. If you would like to talk to a MAS adviser, phone 0800 800 627 or email info@mas.co.nz.