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Section 124 of the KiwiSaver Act 2006 and KiwiSaver Regulations 2006 require Managers of KiwiSaver Schemes to provide an Annual Return for the year ended 31 March to the FMA by 31 May each year. The format of the return is prescribed in Schedule 1 of the Regulations.
The KiwiSaver statistical return form is accessed online at the FMA Online Services portal; the link will be emailed out in March each year. Please note the old spreadsheet-based return is no longer accepted.
KiwiSaver annual statistical return user guide
The purpose of this guide is to explain how to complete the return and provide clarity for areas that have previously been questioned or may be open to interpretation. Should you have any questions or suggestions that would improve this process, please email [email protected].