Below are the current charges for individual fees, that we are required to publish in accordance with the KiwiSaver (Periodic Disclosure) Regulations 2013.
As at 1 July 2014, there are currently no individual fees charged by BT Funds Management (NZ) Limited in respect to the Westpac KiwiSaver Scheme. Prior to 1 July 2014, we may have charged a fee of up to $500 if a member transferred funds to the Westpac KiwiSaver Scheme from an overseas superannuation scheme (excluding transfers from an Australian complying superannuation scheme).
There are other fees and charges that apply to all members of the Westpac KiwiSaver Scheme. You can find out more about these in the Westpac KiwiSaver Scheme Investment Statement.