The topics cover superannuation schemes in general and KiwiSaver in particular, plus selected relevant components from securities and investment legislation.

Key features & benefits
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All the key superannuation information for advisers, lawyers and trustees
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Broad overview of superannuation planning and schemes
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Historical surveys, cases and discussions of savings models
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New developments section covers pending changes
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Regular email alerts keep you up-to-date
Topics
  • Objectives, history and surveys
  • Legislative controls
  • Scheme design
  • Funding defined benefits
  • Installation
  • Trust deed
  • Trustees’ responsibilities and administration
  • Annual review
  • Returns
  • Investment
  • Takeovers and mergers
  • Transfers and winding up
  • Statistics
  • KiwiSaver

The legislation covered includes:

  • Financial Markets Conduct Act 2013
  • Financial Markets Conduct Regulations 2014
  • Superannuation Schemes Act 1989 (repealed)
  • KiwiSaver Act 2006
  • KiwiSaver Regulations 2006
  • Trustee Act 1956
  • Investment Advisers (Disclosure) Act 1996 (repealed)
  • Securities Regulations 1983 (revoked) (select schedules)
  • Securities Regulations 2009 (revoked) (select provisions)
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