• long running

Get up to $521.43 from Contributing $1042.86 to Kiwisaver by 30th June @ NZ Government

520

Worth checking to make sure you get your full entitlement.
If anything hopefully this serves as a reminder to check for yourself.

The Kiwisaver year is different from the tax year and runs from the 1st July to the 30th June - if you have not contributed the full amount by the 30th June then you will miss out.

What is the Government Contribution?
The Government contribution is an annual contribution to reward you for growing your KiwiSaver. For every dollar you put into your KiwiSaver account, the Government will put in 50 cents – up to a maximum of $521.43 a year. To get that full amount, you need to contribute at least $1,042.86 by June 30th every year - the equivalent of just over $20 per week. If you join KiwiSaver or turn 18 partway through the year, your Government Contribution will be pro-rated.

If you’re an employee and are working full time, you’ll probably hit your minimum contribution without noticing. However, it’s always good to check your contributions for the year to make sure.

If you work part time or have had a change in your employment situation over the past year you should check now to make sure you have received your full entitlement.

Who can get the contribution?
Generally speaking, you’ll be eligible to receive the Government contribution if you meet the following requirements.

  • You’re a contributing KiwiSaver member.
  • You live mainly in New Zealand.
  • You’re aged 18 or older.
  • You aren’t eligible for a retirement withdrawal.

If you joined KiwiSaver on or after 1 July 2019, you can get the government contribution up until you turn 65. If you joined KiwiSaver before to 1 July 2019, you can get the government contribution up until you turn 65, or have been a KiwiSaver member for 5 years, whichever is the later.

If you join, turn 18 or reach the age of eligibility to stop contributing part-way through the year, the government contribution is based on how many days in the year you've been a member.

If you do not contribute $1042.86 in the year, the government will still contribute 50 cents for every dollar you save. For example, if you contribute $50 you will get a government contribution of $25.

You don’t have to do anything to claim the Government contribution. Your KiwiSaver provider will make the claim on your behalf. The contribution will appear in your KiwiSaver account within a month of your provider making the claim.

How do I know how much I have contributed?
You can check myIR and the 'Contributions Summary' section to see if you have contributed over the $1042.86.
Remember that there is a delay in registering this from your provider so it may not be completely up to date.

The best way is to go direct to whoever your Kiwisaver provider is and check there to make sure you have contributed enough and if necessary top it up direct with your provider.

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Comments

  • My employer has their own Superannuation scheme, which we can cash out when we leave (rather than 65). Does anyone know the easiest way to join Kiwisaver, without my employer contributions going to Kiwisaver? I just want to put the minimum payments into Kiwisaver each year.

    • There is a form on the IRD website - download, complete, and return it to the IRD.

      I have no idea what the interaction with your other scheme, if any, would be though.

    • Sign up direct with a Kiwisaver provider - you can find a list here on the Sorted website
      If you're a KiwiSaver member making contributions from your pay, your employer also has to put in at least 3% of your pay.

      However, your employer does not have to make compulsory employer contributions to your KiwiSaver scheme if they are already paying into another eligible registered superannuation scheme for you (if your existing scheme meets certain criteria).
      This is what I believe would apply for you.

      You should be able to then make voluntary contributions over the Kiwisaver year direct to your provider and bypass your employer.
      I would suggest talking to one of the providers about this though as your situation is a bit different to most.
      I have worked a few years previously for financial services/banking providers but I'm not a financial advisor so best discuss with them.

      • Great thanks!

      • One caveat is, your works superannuation
        Might have a vested withdrawal system, ie. You get 25% employer contribution after 2 years, 50% after 3 years and so forth. If you are considering leaving your employer or alternatively see yourself not staying for the time required to be able to withdraw the full employer contribution, having kiwisaver might be a benefit, provided you're happy with the money being locked up till retirement or withdrawal for first home purchase.

  • Hope someone can clarify, but if I sign up my 4 year old now and pay the $1042.86 by the end of June, will he get the $521.43 from the government?

    • +2

      No sorry.
      He needs to be at least 18 years old to get the government contribution.

      Also, even if he was 18 you need to be a member for the full Kiwisaver year to get the maximum amount, otherwise it is done on a pro-rata basis.

      • got it thanks!

      • My wife joined KiwiSaver in April. Does it mean she won't get the maximum amount even if she tops up the contribution directly with the provider?

        • That's right.
          It is on a pro-rata basis depending on how many days of the Kiwisaver year she has been a member since 1st July 2021.
          Depending on when in April it would be up to about 1/4 of the $521.43 even if you top up.

          From the IRD website

          • @bigcheese: They emailed us in May reminding us to top up in order to get $521. I think we'll just get in touch with them to figure this out. Thanks for the info though.

          • +1

            @bigcheese: Can confirm your comments are correct. We have received the response from the Kiwisaver provider.

            "That is right, you will only be eligible for the full government contribution if you have been enrolled in KiwiSaver for the full KiwiSaver year (from 1st of July to 30th of June) and you have contributed the $1,042.86. As you have only been enrolled since February the 22nd, you will be eligible for just over four months worth of the government contribution if you have contributed enough."

      • +3

        This is not true. You can go on a payment holiday indefinitely and never pay anything if you don't want to.

        • I personally talked to Grant Robertson about this a couple of years ago and he said they have been slowly phasing this out and getting much stricter. Their view of the future is that you won't be able to forgo contributions unless you are undergoing hardship etc. The first stage of this was the move from calling it a "contributions holiday" to a "savings suspension", and reduction in the maximum length from 5 years to 1 year, and the tightening up of approvals for subsequent applications.

          It's not fair to make this decision for a child that they will have to live with for the rest of their life. You are enrolling them in a scheme that they can never leave, and that has ever tightening rules. And for what? Why not just open an ETF for them? Same thing, but without all the strings attached.

      • +2

        There seems to be some kind of correlation between being a cheapies user and poor financial literacy

  • What if i started contribution in March 2022 but already reached the minimum threshold of $1042.86? will i get the full amount back?

    • No you won't unfortunately this year.
      The two main criteria are contributing the full amount which you have done AND being a member for the full year starting 1st July 2021.

      In your case you will get a percentage of the $521.43 based on how many days you have been a member since March until 30th June 2022.
      Probably between 25%-33% of the full amount give or take.

    • "Started contribution" I understand as when the money was put in, not when they joined kiwisaver.

      You will get the full amount, it doesn't matter when you deposit

      • +2

        Not correct.
        It is based on when you joined Kiwisaver.
        You can deposit the money at any time over the Kiwisaver year from July 1st - June 30th but you need to be a member for the entire year (from July 1st) to get 100% of the governemnt contribution, otherwise it is on a pro-rata basis.

        • You still don't get what I mean. I am say I interpret the term "started contribution" as mnsl meaning that's when they started employee contribution. Not when they joined.

          • @Bill: "If you join, turn 18 or reach the age of eligibility to stop contributing part-way through the year, the government contribution is based on how many days in the year you've been a member."

            • @rkl: You still don't understand, that is not what I am disputing

              • @Bill: I am saying if mnsl means they only started contribution late but joined the kiwisaver scheme way earlier, as long as it is inside the date range they will get the full amount.

                I am saying that's how I interpret the term "started contribution"

              • @Bill: But if you started contributing in March wouldnt that be when they joined?
                Bet techincally yes, It depends on when MNSL actually joined

                • @rkl: Nothing indicates that the start of contribution must mean the start of kiwisaver as well. If you change jobs or stop receiving pay your contribution stops. If you rejoin your contribution "starts" again

                  This is gaslighting

          • @Bill: I think I get you now.

            I assumed the 'started contribution' was when the started contributing to Kiwisaver - being the same time that they joined the scheme.
            If they had been enrolled as a member since the 1st July and then only contributed recently, then yes they would recieve the full amount.
            Essentially they would have needed to be on a savings suspension since July to do that but yes, possible.

              • @Bill: Having a rough time in this thread bahahah

  • Can you get a kiwisaver if you are not a resident/and on a work visa?

    • +1

      Nope

  • +1

    I wish I have never joined Kiwisaver, i have started invest myself since covid….which so far is better return than kiwisaver.

    • +1

      Kiwisaver is not just one fund type though.
      They are managed funds just like those that aren't locked in until you turn 65 or buy your first house.
      Are you sure you're in a Kiwisaver fund with the appropriate level of risk for you?
      In the current climate a lot of funds have taken a dive but it is a long term investment so short term falls in performance can be expected.

      Covid has only been with us for the past couple of years which is way too short a timeframe to gauge performance.

      • +2

        I agree with you as kiwisaver is a long term safe investment which protect your life after retired.
        There are few funds type and risk level are different.

        However, in my case after 65 I will get 500k from kiwisaver which maybe price of an iphone 44, an apple watch 38 and plus tesla model 35.

        if i'm lucky :)

    • +1

      I would recommend you have a look at the sorted website on picking the right KiwiSaver fund
      There is some really good advice in there.

      • Thank you!

    • +1

      The thing with Kiwisaver is (at the moment at least…) you're guaranteed a 50% return on the first $1042 you invest via the government contribution which is impossible to match in any other product. If you would rather invest yourself you should at least do this much into Kiwisaver each year!

  • I would've thought that most companies would ask you to fill out a kiwisaver form and by default the contribution is like 3% or something. So if you're doing that already, doesn't that mean you automatically get the $521 benefit anyway..?

    • If you have been a member of Kiwisaver since at least the 1st July last year and are working full time then yes you would have contributed enough to get the full $521 benefit.

      However, anyone who has been on a savings suspension or has been working part time or is has had a period without work over the past year may well have fallen short of the $1042.86 contribution required to get the full amount from the Government.

  • I am self employed and don't have kiwisaver. Anyone can recommend a good provider they have experiences with please? Or any providers to avoid?

    • +1

      You can still get the Government contribution for Kiwisaver going forward even when you're self employed.
      A good place to look is this tool that can help you pick the best fund for you and also show you performance and fees of a range of providers.
      All the fund providers perform differently over the years and also vary depending on what your risk level / time frame is.

      • Thanks OP. You seem to know a lot about KiwiSaver. I don't have anyone contributing to the fund except me, that's why I am less motivated. But I guess free money is good.

    • +1

      In your case, there is no other party that will be forced to contribute alongside you (it would be you!) except for the $521 from the govt each year.

      If nothing else, you should consider joining, and contributing the $1043 (currently) each year, to get the $521 free cash from the govt, even if you contribute nothing else. If you do the $1,043 in June each year, you get a 50% return on your investment, almost instantly.

      Only downside is that the funds are locked up until you are 65, but its not a significant sum for most people.

      The thing to consider when looking at providers is their fee structure. If you only contribute the $1,043 pa, then any fixed fees will be significant in percentage terms.

      Alan.

    • Looking at long term performance is worthwhile, esp during the times when market is down. Do not purely focus on fees as some low fees options are also poor performers.
      Past performance does not necessarily predict future performance so helps to understand their investment approaches. Also risk and reward are not always correlated. One should look for best reward without undue risk. There is an outlier in the growth fund category at Morningstar report on getting rewards given the risk, volatility. That kiwisaver that happens to be best growth fund in last 10 years and won a reward recently as reported by nzherald..

      Worth doing own due dillgence. Info only not a recommendation as such.

      • As you say, past performance is no guide, so fees are very important, and paying higher fees for past performance is a mugs game.

        • Thanks Alan. I do not like high fees either. May be I will start a chat forum later on how to choose by considering a range of factors to have a more informed decision.

          Agreed also hard to tease out performace related to luck vs good skill that is sustainable but there are some ways to figure out from one"s approach

          • @gooddeals: In general, any tracker fund will tend to be low fees, and by definition, will track around the 50th percentile of the overall market performance.

            Active fund managers tend, as you would expect, to have good and bad years, but overall also track around the 50th percentile. However, they have higher fees (more expensive to pay a fund manager than a computer), so on average, active funds under-perform on average.

            There will always be outliers in both directions, but that is just what you would expect of course.

            • @Alan6984: All fair comments. But there are ways to figure out which one can perform better than others..

              • @gooddeals: Common sense tells that, if there was, then everyone would be all in that one fund!

                • @Alan6984: Yes.. But vast majority do not actively choose or know how to choose as demonstrated by many people are on default conversative fund which is not suitable for most to get the max outcome ..hence govt moved default option to balance. Also we know financial literacy is poor in nz in general and to be fair most people do not know how to choose at a sophisticated level. Also there are people not yet on kiwisaver that generally do not make sense in most circumstances

                  • @gooddeals: Sure, but you aren't talking about those people, you are referencing '… ways to figure out which one can perform better than others ..', which is, by definition, not something that people who '… do not actively choose …' will be doing.

  • -1

    Well I might have to put in a couple hundred bucks to top up to get the full Govt match up BUT my Kiwsaver is LOSING money right now and I'm not interested in putting a couple hundred bucks into a hole that's just going to eat that up. I've only got 3 years till I can grab the cash back out so 'long term' doesn't really have lot of relevance to me with it right now.

    I AM pleased that my very ordinary bank 'saver' accounts are FINALLY getting a boost in interest. FFS I been getting just over $5 per month on $50,000 of recent. Talk about pathetic. (Try borrowing $50k - I'll guarantee you'll be paying a LOT more than $5 per month interest !).

    My Wife had just quit her job prior to Lockdown and so wasn't contributing to Kiwisaver and yet her Kiwisaver kept going up and up while mine went down, (albeit at that point slowly), so I switched providers and then mine improved briefly but is now going down again. Grrr. Meanwhile the banks etc are winning because they take out 'management fees'……..

    Oh well at least we got some cash in the bank and are better off than a lot of people. I just dislike seeing my money disappear into thin air. TBH I think the entire Worldwide monetary system is a 'house of cards' and it's extremely vulnerable.

    Rant over for now…….

    • Up to you of course, but I cannot think of many investments that will get a 50% return almost instantly.

      If you choose not to, may I thank you on behalf of all of us who are taxpayers for your generosity :-)

    • +1

      The other way to look at it is that right now the unit prices in the funds are lower so you actually buy a lot more.
      Right now is definitely a low point but that is the nature of investment funds and the more aggressive fund you are in the more the volatility.

      If you are expecting to access the money in the next few years then you would generally want to be in a lower risk fund.
      The worst thing you can do though is change to a different fund type right now unless you absolutely have to as you will convert your paper loss to a real one.

      At least your bank cash is getting a bit more now - so some positive news!

    • Totally sympathise with people like yourself at the moment that are near to withdrawing their investment however generally its actually a great time to put MORE money into your investments now if you can spare - if you put more money in when the markets are down you will have more of a base for when it bounces back which might take a couple of years but they always do.

  • Sorry for the stupid question hope someone can answer if I contribute 10% to kiwisaver for the last 2 years and I earn $55k a year does that mean I already qualify for this?

    • +1

      Sounds likely.

      If your employee contributions are 10% of $55,000 then it would come to $5,500 pa, so way over the $1,043 point at which the government contribution tops out.

      However, I would suggest you check and see what your payslips and / or KiwiSaver provider(s) are showing (and they are in line with each other) to be sure.

      • +1

        Agree, looks like lNomNoml should easily be over the line.

        Best place to check is your KiwiSaver provider. They all have online access and the total includes all your contributions.
        Both payslips and the IRD’s myIR won’t include any voluntary contributions you have made so your provider will always be the most accurate.

        • Payslips can show your employee contributions?

          If it shows a cumulative in Jun 2021 and, say, the last payslip (May 2022) of more than $1,043 in each year, then you would be over the line.

          • @Alan6984: Sorry - terminology.
            Voluntary contributions are any additional payments you may have made over the year direct to your provider. If you ‘top up’ with say an extra $100 that won’t show on your payslip.
            These are over and above the compulsory amounts (ie 3% of salary) you are required to contribute which will appear on your payslip alongside your employers contribution.

            Also. any YTD figures on a payslip are usually for the tax year (1st April - 31 March) so need to be careful you are looking at the correct period with the KiwiSaver year being measured from 1st July - 30th June.

            Contributing $21 per week, every week will get you over the line.

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