IVCM NZ PIE Superannuation Fund (QNUPS)

IVCM NZ PIE Superannuation Fund (QNUPS)

QNUPS stands for Qualifying Non-UK Pension Scheme. An alternative retirement solution to a Qualifying Recognised Overseas Pension Scheme.

IVCM NZ PIE Superannuation Fund (QNUPS)


A QNUPS is a Qualifying Non-UK Pension Scheme which provides you with an alternative means of saving for retirement outwith other retirement saving options.

A QNUPS is similar to a QROPS but there are differences between the two products. A QNUPS can allow alternative investment options that may not normally be available in a QROPS. As a QNUPS does not usually form part of your estate, the assets within them may be shielded from Inheritance Tax. It is for this reason, they are commonly seen as an effective estate planning tool.

Key Benefits


FLEXIBLE INVESTMENT OPTIONS

You can invest in a wide variety of investments with a QNUPS. Examples are paintings, antiques and wine which are not normally available with a QROPS.

EXEMPT FROM INHERITANCE TAX

The assets within the QNUPS do not normally form part of your estate, making the QNUPS an effective estate planning tool.

NO LIFETIME ALLOWANCE CHARGE

You can usually contribute as much as you like to the QNUPS and not be restricted to your total savings.

Product Documents


Product Disclosure Statement

IVCM NZ PIE Superannuation Fund

Product Disclosure Statement – Australian Consumers

IVCM NZ PIE Superannuation Fund

Statement of Investment Policy & Objectives

IVCM NZ PIE Superannuation Fund

Other Material Information

IVCM NZ PIE Superannuation Fund

Conflict of Interest

IVCM NZ PIE Superannuation Fund

Application Form

IVCM NZ PIE Superannuation Fund

Application Form - Australian Consumers

IVCM NZ PIE Superannuation Fund

Adviser Appointment Form

IVCM NZ PIE Superannuation Fund

Benefit Request Form

IVCM NZ PIE Superannuation Fund

Change of Member Details

IVCM NZ PIE Superannuation Fund

Contribution Notification

IVCM NZ PIE Superannuation Fund

Email and Fax Indemnity

IVCM NZ PIE Superannuation Fund

Execution Only Transfer Form

IVCM NZ PIE Superannuation Fund

Investment Instruction

IVCM NZ PIE Superannuation Fund

Investment Switch Instruction

IVCM NZ PIE Superannuation Fund

Nominated Beneficiaries

IVCM NZ PIE Superannuation Fund

Verification of Identity

IVCM NZ PIE Superannuation Fund

APSS263 - IVCM NZ PIE

IVCM NZ PIE Superannuation Fund

Transfer Out Form

IVCM NZ PIE Superannuation Fund

Fund Update - 30 June 2020

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Archived Fund Update

We are currently updating this section

We are currently updating this section

We are currently updating this section

We are currently updating this section

Financial Statements – 30 September 2019

IVCM NZ PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund - Annual Report 2019

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2017 to 30 Sep 2018

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2016 to 30 Sep 2017

IVCM NZ PIE Superannuation Fund

Trust Deed and Documents

IVCM NZ PIE Superannuation Fund

Archived Fund Update

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