14 May FSC Financial Resilience Index 2024
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News, Information and Thoughts
13 Sep Stratus Covid Level Update & Scam Emails
With Wellington now in Covid-19 Delta level 2 and to stay safe, Stratus advisers and staff are working a blend of at home and at office. We can take calls but if your question is not of an urgent nature, we wonder if an email...
03 Sep Top up your KiwiSaver via Online Internet Banking
It is quick and easy to top up your KiwiSaver using Online Banking. This can be done with two different methods. Tax:1st: log in to your bank account and go to “Pay Tax”2nd: Select which account you want the funds to come out of3rd: In the...
20 Aug Know Where You Are on Your Financial Journey
In April we sent you an email on the first step in knowing where your KiwiSaver is headed. Now, you can find out more about your KiwiSaver by accessing your provider’s portal. Read more: https://stratusnz.nz/index.php/2021/08/16/kiwisaver-provider-portal/ Did you know that you may be able to claim the cost of your...
16 Aug AMP Investment Changes
As part of AMP’s ongoing improvements, the latest changes to their investment strategy include partnering with BlackRock, a global leader in investing. What this means is that AMP (with support from BlackRock) will be replacing AMP Capital as the investment manager for AMP branded funds. The...
16 Aug Income Protection Tax Rebate
If you have income cover you may be able to claim a percentage of your annual premium back. In fact, some of our clients have been able to claim it back for the three previous years! Your insurance provider will have sent out a GST invoice...
16 Aug KiwiSaver Provider Portal
Earlier in the year, we sent you information on how to check your KiwiSaver through myIR, the Inland Revenue’s handy portal. Some important reminders about myIR are; You can’t see any KiwiSaver fees or investment growth in myIR – just contributions. Any voluntary contributions paid directly to your...
20 Jun Money for Nothing … Why Wouldn’t You?
If you’ve paid at least $1042 into your KiwiSaver, this KiwiSaver year, the government will contribute up to $521If you haven’t paid the full amount yet, don’t worry, you’ve got until the 25th of June to top it up and still receive the government contribution....
14 May Know Where You’re Headed with Your KiwiSaver
When you head off on a trip you know where you are going, how long it will take, what you need for the journey … and where you are starting from. Your KiwiSaver is a trip to your future. myIRThe Inland Revenue’s handy portal, myIR, is the...
10 Mar Don’t Set Your Cash on Fire – Check Your PIR Tax
Have you checked your KiwiSaver tax rate recently? If you’re on the wrong tax rate you may be overpaying or underpaying your tax. Much like you pay tax on the wages or salary you earn; you also need to pay PIR (Prescribed Investor Rate) tax on any...
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