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News and Events

Brash welcomes chance to reassure Government Actuary 19/04/2010

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Huljich Wealth Management strengthens investment team 15/03/2010

 

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Brash replies to critics of Huljich KiwiSaver 13/03/2010

Don Brash, Executive Chairman of Huljich Wealth Management, writes in response to recent allegations in the media. The article was published in The Weekend Herald on 13 March 2010 under the headline 'No comparison to finance companies'.

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Brash takes the helm at Huljich Wealth Management 4/03/2010

 

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Huljich issues new Prospectus and Investment Statement 19/02/2010

 

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Huljich statement to stakeholders 18/02/2010

 

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Defensive investor strategy succeeds 05/12/2009

"Defensive investment strategies had proved the best performers in a period of financial turmoil, according to a FundSource KiwiSaver survey." (Dene Mackenzie, "Defensive investor strategy succeeds", Otago Daily TImes, 5 December, 2009.)

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Workers serious about retirement saving - survey 1/12/2009

"New Zealanders are flooding into KiwiSaver and once again saving for their retirement, despite the recession and softened KiwiSaver rules, according to a survey released today." (NZPA, "Workers serious about retirement saving - survey", The New Zealand Herald, 1 December, 2009.)

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Aon KiwiSaver Survey Ranks Huljich KiwiSaver Scheme 1st for performance over 1 and 2 years to 30 September 2009 16/11/2009

According to The Aon KiwiSaver Survey as at 30 September 2009, the Huljich KiwiSaver Scheme was ranked 1st for performance of its Conservative, Balanced and Growth Funds over the last two years. (The Aon KiwiSaver Survey as at 30 September 2009).

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Ethics a hit for Kiwi investors 06/11/2009

Graeme Kennedy of The National Business Review interviews Huljich Wealth Management's Managing Director, Peter Huljich, on the Huljich KiwiSaver Scheme and its stance on socially responsible investment.  (Graeme Kennedy, "Ethics a hit for Kiwi investors", The National Business Review - Wealth Guide, 5 November, 2009.)

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Media Release: Super portability included in November tax bill 05/11/2009

Legislation allowing New Zealanders returning home from Australia to bring their retirement savings with them will be introduced to Parliament in about two weeks, Finance Minister Bill English says. (Media Statement, "Super portability included in November tax bill", 5 November, 2009.)

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Bereaved families gain access to KiwiSaver cash 22/10/2009

"Hundreds of families with deceased KiwiSaver members can now access the money without having to go through a complicated legal procedure, more than two years after the scheme was set up." (Tamsyn Parker, "Bereaved families gain access to KiwiSaver cash", The New Zealand Herald, 22 October, 2009.)

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Sharemarket lift makes KiwiSaver funds fly 17/10/2009

A major turnaround in the New Zealand and international sharemarkets in the past six months has boosted the performance of KiwiSaver growth funds, according to a survey by research house Morningstar." The Huljich Conservative, Balanced and Growth Funds topped the performance tables at #1. (Tamsyn Parker, "Sharemarket lift makes KiwiSaver funds fly", The New Zealand Herald, 17 October, 2009.)

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Morningstar Releases KiwiSaver Performance Survey 16/10/2009

Morningstar today released its third six-monthly KiwiSaver Performance Survey, designed to help New Zealand investors assess the performance of their KiwiSaver superannuation options. (News Release: Morningstar Releases KiwiSaver Performance Survey, 16 October, 2009.)

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In A "Total Remuneration" Situation, Does Joining KiwiSaver Still Make Sense? 03/10/2009

Mary Holm comments on KiwiSaver. Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance. (Holm, M. (2009) In a "Total Remuneration" Situation, Does Joining KiwiSaver Still Make Sense?, Retrieved 3 October, 2009, from http://www.guide2.co.nz/money/questions/kiwisaver-and-saving/in-a-total-remuneration-situation-does-joining-kiwisaver-still-make-sense/6/11478.)

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Trans-Tasman Pension Transfer Deal Signed 16/07/2009

"New Zealanders with retirement savings left languishing in Australian accounts will soon be able to bring their money back, after a deal was signed today between Finance Minister Bill English and Australian Treasurer Wayne Swann." ("Trans-Tasman Pension Transfer Deal Signed", The New Zealand Herald, 16 July, 2009.)

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Ministers take single market forward, sign up to trans-Tasman retirement savings portability 16/07/2009

"Australian Treasurer Wayne Swan and New Zealand Finance Minister Bill English today made significant progress towards a Single Economic Market at their annual bilateral meetings held in Brisbane." (Elnglish, B. (2009) Ministers take single market forward, sign up to trans-Tasman retirement savings portability. Retrieved 16 July, 2009, from http://www.beehive.govt.nz.)

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Mary Holm: Plenty Left in Kids' Piggy Bank 11/07/2009

Mary Holm comments on KiwiSaver. Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance. (Mary Holm, "Plenty left in kids' piggy bank", The New Zealand Herald, 11 July, 2009.)

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NZ Stock Rally Lifts KiwiSaver 18/06/2009

"A rally in the New Zealand and Australian stock markets has helped the majority of KiwiSaver funds to climb out of the red, according to fund monitoring firm Fundsource." Both the Huljich Balanced Fund and Huljich Conservative Fund were ranked as the top performers respectively. (Tamsyn Parker, "NZ stock rally lifts KiwiSaver", The New Zealand Herald, 18 June, 2009.)

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Budget 09: No More Kiwisaver for Mortgage Payments 28/05/2009

"There will be no more using KiwiSaver money to help with mortgage repayments." ("Budget 09: No more KiwiSaver for mortgage payments", The New Zealand Herald, 28 May, 2009.)

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Australians Agree to Mobile Super 19/05/2009

"Australia has signed a memorandum of understanding with New Zealand to allow for portability of superannuation between the two countries." (Tamsyn Parker, "Australians agree to mobile super", The New Zealand Herald, 19 May, 2009.)

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KiwiSaver Gets Nod from Well-heeled Investors 28/04/2009

"Well over half of private New Zealand investors will be KiwiSavers by June, according to results from the recent ING Investor Dashboard Sentiment survey. As of March, 49 per cent of high net worth New Zealand investors had joined, and a further 22 per cent said they intended to join. " ("KiwiSaver gets nod from well-heeled investors", The New Zealand Herald, 28 April, 2009.)

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Conservative Investing Helped KiwiSavers Avoid Market Carnage 22/04/2009

"Most KiwiSaver funds have held up reasonably well despite the market turmoil according to investment research company Morningstar's second half-yearly performance survey... Huljich topped the moderate, balanced and growth categories over the past year because it was among those managers to maintain higher investment in cash and defensive assets than others in the same categories." ("Conservative investing helped KiwiSavers avoid market carnage", The National Business Review, 22 April, 2009.)

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Most KiwiSaver Funds Positive 22/04/2009

Morningstar has released its second six-monthly KiwiSaver Performance Survey, designed to help New Zealand investors assess the performance of their KiwiSaver superannuation options. ("Most KiwiSaver Funds Positive", GoodReturns.co.nz, 22 April, 2009.)

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Cautious KiwiSaver Funds Doing Best 18/04/2009

KiwiSavers who invested their money in cash or conservative funds had the highest returns over the past year, according to a Morningstar KiwiSaver performance survey. "The best performing fund manager overall was Huljich Wealth Management with its funds ranking top in the moderate, balanced and growth categories," says Tamsyn Parker. (Tamsyn Parker, "Cautious KiwiSaver Funds Doing Best", The New Zealand Herald, 18 April, 2009.)

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Kiwis Recognise Need to Save for Retirement 17/04/2009

New Zealanders clearly recognise the need to save for retirement, despite the current economic conditions, with many believing they must supplement New Zealand Superannuation to enjoy the retirement they want, according to the latest AMP SuperWatch research. ("Kiwis recognise need to save for retirement", GoodReturns.co.nz, 17 April, 2009.)

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Morningstar Releases KiwiSaver Performance Survey 17/04/2009

Morningstar today released its second six-monthly KiwiSaver Performance Survey, designed to help New Zealand investors assess the performance of their KiwiSaver superannuation options. (News Release: Morningstar Releases KiwiSaver Performance Survey, 17 April, 2009.)

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Mary Holm: Will I Be Eligible For The First-Home Deposit Subsidy? 09/04/2009

Mary Holm comments on KiwiSaver. Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance. (Holm, M. (2009) Will I Be Eligible For The First-Home Deposit Subsidy?, Retrieved 9 April, 2009, from http://www.guide2.co.nz/money/questions/kiwisaver-and-saving/will-i-be-eligible-for-the-first-home-deposit-subsidy/6/7003.)

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Media Release: KiwiSaver Hits One Million 02/04/2009

More than one million New Zealanders are now saving for their retirement through KiwiSaver, just 21 months after it started, Revenue Minister Peter Dunne announced today. (Media Statement, "KiwiSaver hits the magic million", 2 April, 2009.)

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Big Wednesday: $2 Billion in the Pocket 28/03/2009

Workers on the average wage will have an extra $15.66 a week in their pocket from Wednesday when changes including tax cuts, increases to benefits and superannuation, and a boost to the minimum wage take effect. (Claire Trevett, "Big Wednesday: $2 billion in the pocket", The New Zealand Herald, 28 March, 2009.)

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FundSource Reports Place Huljich at the Top - "Shares pull KiwiSaver funds down" 18/03/2009

FundSource's latest managed funds results show Huljich as a top performer amongst a trend of low performing funds. (Maria Slade, "Shares Pull KiwiSaver Funds Down", The New Zealand Herald, 18 March, 2009).

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Aon KiwiSaver Survey Ranks Huljich KiwiSaver Scheme #1 for performance in Conservative, Balanced & Growth Funds for the last year 01/03/2009

According to The Aon KiwiSaver Survey as at 31 December 2008, the Huljich KiwiSaver Scheme ranked #1 in performance for the last year in all three major KiwiSaver Fund categories. Aon NZ Ltd contacted all registered KiwiSaver providers and believe they have put together the most comprehensive KiwiSaver Survey for performance currently in the marketplace. (The Aon KiwiSaver Survey as at 31 December 2008).

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Huljich Rated Top Performer for KiwiSaver - "Cracks in the Nest Egg" 28/02/2009

With just over a third of KiwiSaver funds showing a positive return in the year to January 31 2009, the Huljich Conservative KiwiSaver Fund stands out at number 1. (Chris Barton, "Cracks in the Nest Egg", The New Zealand Herald, 28 February, 2009).

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Beating the Bear Market 28/02/2009

Not everyone has been fortunate in their investment decisions. Chris Barton talks to Huljich and other fund managers who are riding out the credit catastrophe. (Chris Barton, "Beating the Bear Market", The New Zealand Herald, 28 February, 2009).

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Don Brash On New Zealand: Confronting The Perfect Storm. 02/02/2009

An address by Don Brash to the Auckland Rotary Club.
Monday, 2 February 2009. More [+]

Don't Let the Left Know What the Right's Doing 25/01/2009

Matt McCarten joins Huljich Wealth Management. (Carolyne Meng-Yee, "Don't Let the Left Know What the Right's Doing", The New Zealand Herald, 25 January, 2009.) More [+]

Mary Holm: Some Things too Good to be True 24/01/2009

Mary Holm comments on KiwiSaver. (Mary Holm, "Some Things too Good to be True", The New Zealand Herald, 24 January, 2009.) Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance.

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Don Brash: Recovery Still a Long Way Off 21/01/2009

Don Brash, Chairman Huljich Wealth Management, comments on KiwiSaver. More [+]

Don Brash: Light at the End of the Tunnel? 15/12/2008

Don Brash, Chairman Huljich Wealth Management, comments on KiwiSaver.
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Aussie Super - This Side of the Ditch! 15/12/2008

Transfer your Aussie Superannuation funds back home to New Zealand. More [+]

Mary Holm: Flaw in KiwiSaver plan fixed 13/12/2008

Mary Holm comments on KiwiSaver. (Mary Holm, "Flaw in KiwiSaver Plan Fixed", The New Zealand Herald, 13 December, 2008.) Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance.

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Mary Holm: Changes fairer for most KiwiSavers 10/12/2008

Mary Holm comments on KiwiSaver. Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance.

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Change gives low-income workers KiwiSaver boost 09/12/2008

The Government is planning to change its KiwiSaver policy to increase the top-ups for workers on modest incomes - costing an additional $700 million over five years and soaking up all the savings it expected for its tax cuts package. More [+]

Mary Holm: PIEs sure to fatten your savings 08/11/2008

Mary Holm comments on KiwiSaver. Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance.

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KiwiSaver Performance Figures Released 19/10/2008

1 October was the first anniversary of fund managers looking after KiwiSaver investments. The Sunday Star Times [19/10/2008] reviewed performance of many KiwiSaver providers for the 12 months to 30 September 2008. More [+]

Thank you in advance for our house, KiwiSaver 14/10/2008

The Herald states that concrete truck driver Jason Donaldson will be at the front of the queue to buy his first house as soon as he clocks up three years in the new KiwiSaver scheme in July 2010. More [+]

Mary Holm: Policy won't undermine our best savings scheme 09/10/2008

Mary Holm comments on KiwiSaver. Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance.

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Huljich signs Principles for Responsible Investment 09/10/2008

Huljich Wealth Management joins other institutional investors around the world in signing the United Nations Principles for Responsible Investment.  Following a review of its approach to environmental, social and corporate governance (ESG) issues within its portfolio, Huljich becomes one of the first KiwiSaver providers in New Zealand to join. More [+]

National proposes changes to Kiwisaver 08/10/2008

National is proposing a number of changes to the KiwiSaver scheme to ensure the party can afford its tax cuts scheme without extra borrowing. More [+]

Parents see kick-start benefits of KiwiSaver 08/10/2008

Parents are catching on to the benefits of enrolling their young children in KiwiSaver.

Thirty-seven per cent of parents have either enrolled their children or plan to have them enrolled by next year, according to a Colmar Brunton survey released this week by AMP. More [+]

KiwiSaver survey shows higher levels of understanding 06/10/2008

Despite global financial market turmoil more New Zealanders understand what KiwiSaver is all about and are using it to save for their retirement, a new survey shows. More [+]

Michael Cullen - KiwiSaver breaks through 800,000 mark 19/09/2008

The number of New Zealanders saving for their future through KiwiSaver has passed 800,000, Finance Minister Michael Cullen and Revenue Minister Peter Dunne announced today.

At 13 September, the number of KiwiSavers stood at 800,213. More [+]

More mortgages qualify for KiwiSaver mortgage diversion 15/09/2008

Amendments to the mortgage diversion regulations signed by Order in Council today allow more types of mortgages to qualify for the mortgage diversion facility, Finance Minister Michael Cullen and Revenue Minister Peter Dunne said today. More [+]

Law bans docking KiwiSaver members 04/09/2008

Employers will no longer be allowed to pay staff who join KiwiSaver less than colleagues who do not sign up. More [+]

Government legislates to make KiwiSaver fairer 02/09/2008

The government has today introduced legislation to Parliament to ensure employers pay contributions to their employees' KiwiSaver accounts on top of the employees' Salary or Wages, Labour Minister Trevor Mallard said. More [+]

Mary Holm: Join in nick of time to reap return 23/08/2008

Mary Holm comments on KiwiSaver. Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance.

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Editorial: New Aussie super rules the way to go 19/08/2008

Changing the rules so New Zealanders can move billions of dollars they have locked up in Australian retirement funds into the KiwiSaver scheme is a welcome recognition of the reality of the relationship between the two countries, The Dominion Post writes. More [+]

KiwiSaver an even better bet 19/08/2008

Two lesser known features of KiwiSaver make it more user-friendly than many people realise. They could entice non-joiners into taking part in a scheme which - after all - they are helping to fund, as taxpayers. More [+]

New guide asks KiwiSaver providers tough questions 16/08/2008

Ever wanted to know if the boss of your KiwiSaver provider puts his or her money where their mouth is?

KiwiSaver guru and Qantas Media Award-winning columnist Mary Holm puts the question to 31 providers in her second book, KiwiSaver Max: How to Get the Best Out of It. More [+]

Mary Holm: Keeping the kids in KiwiSaver 04/08/2008

Mary Holm comments on KiwiSaver. Mary Holm holds a BA in economic history, an MA in journalism and an MBA in finance.

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Don Brash: Is the Good News the Bad News? 04/08/2008

Don Brash, Chairman Huljich Wealth Management, comments on the New Zealand economy. More [+]

KiwiSaver breaks through 750,000 mark 30/07/2008

The number of New Zealanders saving for their future through KiwiSaver has broken through the three-quarters of a million mark, Finance Minister Michael Cullen and Revenue Minister Peter Dunne announced today. More [+]

KiwiSaver surges past 700,000 one year on 01/07/2008

KiwiSaver celebrates its first birthday in style today with confirmation that more than 700,000 New Zealanders are saving for their retirement through the scheme, Finance Minister Michael Cullen and Revenue Minister Peter Dunne announced today.  More [+]