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Markets & Economy

Understanding asset classes

An asset class is a group of investments that share common features, including their potential for returns and their associated level of risk. All asset classes carry some risk.

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What is market volatility?

Market volatility is a term used to describe the ups and downs in the value of investment assets.

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Investment Insights February 2025

Welcome to the first edition of Investment Insights for 2025! We hope you had a wonderful summer break and took some time to relax and unwind.

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KiwiSaver & Retirement

KiwiSaver and Self-Employment

KiwiSaver, is not just for employees; it can also be a valuable tool for self-employed individuals.

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PIR changes effective 1 April 2025

Effective 1 April 2025 (and as announced in Budget 2024) the income ranges for determining the Prescribed Investor Rate (PIR).

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ESCT Changes from 1 April 2025

Read about the new tax rules for ESCT from 1 April 2025.

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Investments

Understand Market Cycles

This video will give you a basic understanding of how share market cycles work, the types of asset classes there are and how they are affected by market fluctuations.

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Market movements - August 2024

Over the past few trading days, a series of weaker than expected datareadings on the US labor market.

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2023 Table of Investment Returns

Against all odds? Investment markets punch out strong returns amid sharemarket bounce.

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Lifestyle

Protect Your Online Presence

Cyber Smart Week is a yearly event that highlights the significance ofonline security.

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6 steps to get your money Sorted

Sorting out your finances might seem like an overwhelming task, but youcan make a start with these 6 steps.

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Sorted Money Month 2024

Sorted Money Month is back for 2024! Here are some tips to help you sort your KiwiSaver this Money Month.

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Scheme News

Tax residency for NZ tax purposes

If you live and work in New Zealand, it's important to understand your tax residency status. Your tax residency status determines what taxes you'll pay in New Zealand

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