My partner recently moved his KiwiSaver to our bank. We have since been requested to provide a statement of his KiwiSaver for legal reasons from November 2015 but we don't have these statements. What's worse, he cannot remember who his KiwiSaver was with before he moved it to our bank. We cannot find any paperwork or info through his IRD online either. His ex-wife had all the access to his KiwiSaver and says she has provided the lawyers everything she has. So we are kind of stuck! Do you know where we can find this information?
Tracking down your partner's previous KiwiSaver provider is not as hard as it sounds.
Every dollar that members contribute to their KiwiSaver is tracked according to source (employee contribution, government tax credit and so on).
There are several reasons for the careful record keeping: firstly, prudent financial management; secondly, to calculate entitlements (such as Member Tax Credits or the HomeStart Grant); and thirdly, when it comes to withdrawals, different rules apply.
For example, permanent emigration applicants cannot withdraw any Member Tax Credits, but if they apply to transfer their funds to an approved Australian super scheme then all the funds can be transferred.