The Law Association of New Zealand



KiwiSaver: Mind the Gap (2024) (On Demand)

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This On Demand was originally recorded on 5 September 2024.

Are you one of the 3 million Kiwis with KiwiSaver? If not, why? If so, are you getting the best out of it for your current situation? What don’t you know that a bank or partnership accountant might not know, or might not tell you? Do KiwiSaver-related matters ever arise for your clients – if so, how well placed are you to advise?

Our expert panel will address a range of questions, issues and scenarios regarding KiwiSaver, to assist you to better understand and manage your own KiwiSaver journey and assist your clients to do the same.

In respect of KiwiSaver:

  • Refresh your understanding to what extent, KiwiSaver is appropriate, and whom it will best serve.
  • Get a heads-up on when to engage with it (if applicable). 
  • Delve into the pros and cons, including fees.
  • Canvas the alternatives, or add-ons, for retirement savings, including what amount of savings you’ll need. 
  • Improve your understanding of the employer contribution, and how it applies to the law firm context (such as salary packages).
  • Gain insights into the wisdom or otherwise of moving schemes, and how to approach doing so. 
  • Discover how changes of circumstances, such as being out of the workforce, or moving overseas or returning to New Zealand, impacts KiwiSaver and possibly other superannuation schemes.


Who should watch?

All legal professionals, whether in respect of their personal KiwiSaver questions or for advising clients.


Presenters

Jules Riley, Head of Growth (Investments), MAS

Jennie O’Donovan, Head of Communications and Education, Simplicity KiwiSaver Scheme, Simplicity

Scott Innes, Financial Wellbeing Specialist, Money Maverick

Scott Innes

A Risk Adviser based in Whakatāne, Scott is committed to engaging locally with his clients, helping them navigate the complex world of insurance and KiwiSaver.

When the opportunity arose to become part of the Money Maverick team – separating all products and advice to support financial wellbeing holistically – Scott jumped at it.

Scott is very passionate about personal finance including wealth building, budgeting and consumer behaviour. He loves finding personalised financial systems that work, to help clients meet your goals, or just have a chat about the financial world.

Money is just a tool – nothing more and nothing less.


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Jules Riley

Jules is the Head of Growth for the Investments team at MAS, a mutual investment and insurance provider owned by its members. Jules is passionate about helping members grow their wealth and achieve their goals through sound financial advice. Prior to joining MAS, Jules’ career has involved working in investments, corporate banking, and early-stage start-ups.

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Jennie O'Donovan

Jennie has a background in communications and education, predominantly from the non-profit sector in NZ and the UK. She really believes in Simplicity’s mission to help Kiwis get richer and smarter with money and is responsible for running Simplicity’s personal finance and KiwiSaver education programme. 

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Details

CPD Hours: 1.50hr

Pricing Details

Ticket Price

Member: $150 GST

Non member: $210 GST

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