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ACCOUNT BALANCE
GET THE RIGHT ADVICE
Become Wealth financial advisers can help you grow your savings and achieve your goals.
Balance estimate disclaimer
If using this estimate for a withdrawal, please note that in order to calculate your withdrawal amount, we will use the unit prices available at the time we process the withdrawal. You will not receive a unit price for a date earlier than the date your withdrawal form is received (note unit prices for each business day are generally available two business days later). Payments may take up to five business days to process from when we receive the required withdrawal form. In some circumstances, withdrawals will take longer to process if your withdrawal form is not fully complete or your withdrawal requires additional approval.
Unit prices can change daily i.e. these can go down or up. This means that if you are making a full withdrawal the total amount you receive may vary from any earlier balance estimate provided. At the time of the withdrawal you may have had other deductions processed to your account balance, such as for tax and fees. Unit prices can be viewed when you sign into your account online at www.nzdf.superfacts.co.nz.
While all reasonable efforts have been made to ensure the information contained in this estimate is correct, the Manager reserves the right to correct any error or omission. You should not enter any commitments based solely on the information contained in this estimate.
If you require further information about your account, please contact us.
As at {}
Unit prices calculated {}
$
Dont stress. We cant display all your details above, click below for a full summary.
View other account balances
your account balances
Topping up your account is easy
Contributions are what helps you grow your savings and it’s easy to contribute to your New Zealand Defence Force FlexiSaver Scheme account. It is important to keep track of your account balance and have a contributions strategy. Become Wealth advisers can help you to set your goals and stay on track.
• You can make regular or lump sum contributions at any time.
• If you are a member of the New Zealand Defence Force you can contribute from your pay. There is a minimum contribution of $20 per pay, and you will need to complete the MD221 form available from the HR Toolkit.
• Anyone can make regular or lump sum contributions directly into their FlexiSaver Scheme account from their online banking.
• There are no minimum contributions when you use online banking.
BALANCE SUMMARY
Over Time Information Estimations Contribution caps
Investment earnings - Any income or losses achieved by your investment.
Net Investment - Any contributions received, minus any withdrawals, fees and taxes.
The graph displays a maximum of 7 years. If you have been with the fund for more than 7 years, the graphs’ first net investment figure may include investment earnings from previous years.
Figures are as at #
This is an estimate based on the amount you have drawn in the past 12 months, and does not consider your personal objectives, financial situation or needs. For personal financial advice, please contact us to speak to a financial adviser.
You can put as much as you like into your super, but the amount for which you receive tax concessions is limited by contributions caps.
leaving service benefit
Balance estimate disclaimer
If using this estimate for a withdrawal, please note that in order to calculate your withdrawal amount, we will use the unit prices available at the time we process the withdrawal. You will not receive a unit price for a date earlier than the date your withdrawal form is received (note unit prices for each business day are generally available two business days later). Payments may take up to five business days to process from when we receive the required withdrawal form. In some circumstances, withdrawals will take longer to process if your withdrawal form is not fully complete or your withdrawal requires additional approval.
Unit prices can change daily i.e. these can go down or up. This means that if you are making a full withdrawal the total amount you receive may vary from any earlier balance estimate provided. At the time of the withdrawal you may have had other deductions processed to your account balance, such as for tax and fees. Unit prices can be viewed when you sign into your account online at www.nzdf.superfacts.co.nz.
While all reasonable efforts have been made to ensure the information contained in this estimate is correct, the Manager reserves the right to correct any error or omission. You should not enter any commitments based solely on the information contained in this estimate.
If you require further information about your account, please contact us.
ACCOUNT STATEMENTS
Available statements will show here.
Select a statement...
RETIREMENT BENEFIT
Based on your current balance in this account, we estimate
$
super balance in {}, at age #
$
retirement income p.a.
of retirement income
of what you need
allowing for a NZ Super estimate
What are the assumptions?
$
$
$
Factors relating to your membership period and account balance mean we can’t show you a retirement estimate here. In future you may see a retirement estimate as your circumstances change.
GET THE RIGHT ADVICE
For full details of your defined benefit please contact us. We can help you understand your entitlements so you can make the right choices to meet your personal needs.
READY FOR RETIREMENT?
Retirement is one of the key milestones in our lives. It is important that we take steps to understand what actions we can take before and after we retire to live more comfortably in retirement.
Click on 'Tools' to use the ‘Retirement Income Simulator’, which can help you understand what your retirement income could look like and how long it might last.
ACCOUNT ACTIVITY
Keep your tax rate up to date
Your tax rate can make a difference to your investment. If you are not sure about your tax rate, you can work it out in 2 minutes with this PIR calculator.
CURRENT INVESTMENTS
FAQs
MERCER MAGAZINE
Get your dose of Mercer Magazine and stay up to date with the latest content in health, wealth and career.
MERCER MAGAZINE
Get your dose of Mercer Magazine and stay up to date with the latest content in health, wealth and career.
Your future contribution strategy is : {}
The result of your Risk Attitude quiz is : {}
Your current investment options explained. Learn more.
To find out more about Investments please contact our Helpline.
Invest in yourself
Become Wealth advisers can help you choose the right investment option for your circumstances and ensure you’re on track to achieve your savings goals.
Book an adviser
ADVICE
INSURANCE
WILLS
Ensuring your loved ones are looked after when you are gone is important. Ensure you have a Will, you have nominated beneficiaries and review your insurance cover each year. Find out more on the Force Financial Hub.
FINANCIAL ADVICE
Become Wealth advisers can help you choose the right investment option for your circumstances and ensure you’re on track to achieve your savings goals. Please contact Become Wealth on 0508 BECOME (0508 232 663) ) or email them at hello@become.nz.
Death benefit
This is the total benefit payable in the event of your death. This amount is inclusive of your super balance.
$
Death Benefit
As at
TPD benefit
This is the total benefit payable in the event you become totally and permanently disabled. This amount is inclusive of your super balance.
$
Total & Permanent Disablement
TTD Benefit
This is the monthly amount payable if you are totally but temporarily disabled, and after a waiting period. Please check policy details (in the PDS) for waiting/benefit periods and benefit offsets.
$
Total but Temporary Disablement
Force Financial Hub
Ensuring your loved ones are looked after when you are gone is important. Ensure you have a Will, you have nominated beneficiaries and review your insurance cover each year.
ACCOUNT BALANCE
GET THE RIGHT ADVICE
Become Wealth financial advisers can help you grow your savings and achieve your goals.
As at {}
Unit prices calculated {}
$
Dont stress. We cant display all your details above, click below for a full summary.
View other account balances
your account balances
Topping up your account is easy
Contributions are what helps you grow your savings and it’s easy to contribute to your New Zealand Defence Force FlexiSaver Scheme account. It is important to keep track of your account balance and have a contributions strategy. Become Wealth advisers can help you to set your goals and stay on track.
• You can make regular or lump sum contributions at any time.
• If you are a member of the New Zealand Defence Force you can contribute from your pay. There is a minimum contribution of $20 per pay, and you will need to complete the MD221 form available from the HR Toolkit.
• Anyone can make regular or lump sum contributions directly into their FlexiSaver Scheme account from their online banking.
• There are no minimum contributions when you use online banking.
BALANCE SUMMARY
ACCOUNT STATEMENTS
Available statements will show here.
RETIREMENT BENEFIT
Based on your current balance in this account, we estimate
$
super balance in {}, at age #
$
retirement income p.a.
of retirement income
of what you need
allowing for a NZ Super estimate
What are the assumptions?
$
$
$
Factors relating to your membership period and account balance mean we can’t show you a retirement estimate here. In future you may see a retirement estimate as your circumstances change.
GET THE RIGHT ADVICE
For full details of your defined benefit please contact us. We can help you understand your entitlements so you can make the right choices to meet your personal needs.
READY FOR RETIREMENT?
Retirement is one of the key milestones in our lives. It is important that we take steps to understand what actions we can take before and after we retire to live more comfortably in retirement.
Click on 'Tools' to use the ‘Retirement Income Simulator’, which can help you understand what your retirement income could look like and how long it might last.
ACCOUNT ACTIVITY
Keep your tax rate up to date
Your tax rate can make a difference to your investment. If you are not sure about your tax rate, you can work it out in 2 minutes with this PIR calculator.
CURRENT INVESTMENTS
FAQs
MERCER MAGAZINE
Get your dose of Mercer Magazine and stay up to date with the latest content in health, wealth and career.
MERCER MAGAZINE
Get your dose of Mercer Magazine and stay up to date with the latest content in health, wealth and career.
Your future contribution strategy is : {}
The result of your Risk Attitude quiz is : {}
Your current investment options explained. Learn more.
To find out more about Investments please contact our Helpline.
Invest in yourself
Become Wealth advisers can help you choose the right investment option for your circumstances and ensure you’re on track to achieve your savings goals.
Book an adviser
ADVICE
INSURANCE
WILLS
Ensuring your loved ones are looked after when you are gone is important. Ensure you have a Will, you have nominated beneficiaries and review your insurance cover each year. Find out more on the Force Financial Hub.
FINANCIAL ADVICE
Become Wealth advisers can help you choose the right investment option for your circumstances and ensure you’re on track to achieve your savings goals. Please contact Become Wealth on 0508 BECOME (0508 232 663) ) or email them at hello@become.nz.
$
Death Benefit
As at
$
Total & Permanent Disablement
$
Total but Temporary Disablement
Force Financial Hub
Ensuring your loved ones are looked after when you are gone is important. Ensure you have a Will, you have nominated beneficiaries and review your insurance cover each year.
Disclaimer Estimations Contribution caps
The estimate shown here is based on the following information about you:
• Your age and period to retirement (in whole years)
• Your account balance
It also includes assumptions about:
• Investment earnings
• Inflation
• Employer contributions
• No voluntary contributions
• Your partner status
• Your desired retirement income
This is an estimate based on the amount you have drawn in the past 12 months, and does not consider your personal objectives, financial situation or needs. For personal financial advice, please contact us to speak to a financial adviser.
You can put as much as you like into your super, but the amount for which you receive tax concessions is limited by contributions caps.
Balance estimate disclaimer
If using this estimate for a withdrawal, please note that in order to calculate your withdrawal amount, we will use the unit prices available at the time we process the withdrawal. You will not receive a unit price for a date earlier than the date your withdrawal form is received (note unit prices for each business day are generally available two business days later). Payments may take up to five business days to process from when we receive the required withdrawal form. In some circumstances, withdrawals will take longer to process if your withdrawal form is not fully complete or your withdrawal requires additional approval.
Unit prices can change daily i.e. these can go down or up. This means that if you are making a full withdrawal the total amount you receive may vary from any earlier balance estimate provided. At the time of the withdrawal you may have had other deductions processed to your account balance, such as for tax and fees. Unit prices can be viewed when you sign into your account online at www.nzdf.superfacts.co.nz.
While all reasonable efforts have been made to ensure the information contained in this estimate is correct, the Manager reserves the right to correct any error or omission. You should not enter any commitments based solely on the information contained in this estimate.
If you require further information about your account, please contact us.