Background to KiwiSaver Policy Development Information Release
Page updated 13 Nov 2007
Cabinet papers, advice to Ministers and other documents relating to the development of Government policy on KiwiSaver.
Core documents that show the key policy developments since the savings-related announcements in Budget 2005 are available below. The documents comprise:
- various Cabinet and Cabinet Business Committee papers and minutes;
- joint reports to Ministers prepared by officials of the Treasury, Ministry of Economic Development (MED) and Inland Revenue (IRD); and
- the Officials' Report to the Finance and Expenditure Select Committee.
Note that some sensitive information has been deleted from these documents.
Additional material included here as useful background:
- KiwiSaver Evaluation Literature Review;
- Presentation on KiwiSaver by Dr Brian McCulloch.
Note also that there are other Kiwisaver-related information releases:
- KiwiSaver section of the Budget 2007 Information Release;
- Securing Your Future - Information release relating to the savings measures introduced in Budget 2005 which is when the KiwiSaver scheme was first introduced.
Documents are available in Adobe PDF or MS Powerpoint format only. HTML versions can be supplied on request by Information Services at the Treasury.
Using PDF Files Using MS Powerpoint Files
Using PDF Files Using MS Powerpoint Files
| Doc. Date | Type | Title | View/Download |
|---|---|---|---|
| 4 Dec 2006 | Report | KiwiSaver Evaluation Literature Review Released 10 September 2007. This report commissioned by the Inland Revenue Department (IRD) from the Tax Policy Center (United States) reviews the international literature on saving incentives that is relevant for gauging the probable outcomes of KiwiSave |
ks-eval-lit-review-dec06.pdf (344 KB) |
| 2 Oct 2006 | Treasury Note | KiwiSaver: Treasury Cost Projections, Assumptions for Take-up Rates, and Indicative Balances Released 2 October 2006 |
ks-tsy-info-oct06.pdf (28 KB) |
| 30 Aug 2006 | Presentation | KiwiSaver - A Presentation for the Singapore Central Provident Fund by Dr Brian McCulloch of the Treasury Released September 2006. PDF version of the presentation above. |
ks-sing-mcculloch.pdf (439 KB) |
| 30 Aug 2006 | Presentation | KiwiSaver - A Presentation for the Singapore Central Provident Fund by Dr Brian McCulloch of the Treasury Released September 2006. This presentation was delivered by Dr Brian McCulloch of the Treasury's Strategy Unit to the Singapore Central Provident Fund Social Security Research Series on 30 August 2006. It contains a number of charts and graphs and is a u |
ks-sing-mcculloch.ppt (368 KB) |
| 27 Nov 2006 | Joint Report | Joint Treasury and Inland Revenue Report to Ministers T2006/2235 & PAD2006/257 (Including Memorandum to Cabinet Economic Development Committee) - Extending the KiwiSaver SSCWT Exemption to Other Registered Superannuation Schemes Released 11 December 2006 |
t06-2235.pdf (189 KB) |
| 26 Jun 2006 | Officials' Report | Covering Report - Officials' Report on the KiwiSaver Bill Released 24 August 2006 |
kb-officials-cover-26jun06.pdf (154 KB) |
| 27 Jan 2006 | Joint Report | Joint Treasury, Ministry of Economic Development and Inland Revenue Report to Ministers PAD2006/007 & T2006/95 - KiwiSaver - Draft Cabinet Paper on Policy Issues for KiwiSaver Bill Released 29 May 2006 |
t06-95.pdf (103 KB) |
| 20 Feb 2006 | Cabinet Minute | Cabinet Minute CAB Min (06) 51/A - KiwiSaver Bill: Approval for Introduction Released 29 May 2006 |
cabmin-06-51-a.pdf (13 KB) |
| 10 Feb 2006 | Joint Report | Joint Treasury, Ministry of Economic Development and Inland Revenue Report to Ministers T2006/165 & PAD2006/18 - KiwiSaver Paper for Cabinet Legislation Committee Released 29 May 2006 |
t06-165.pdf (48 KB) |
| 7 Feb 2006 | Cabinet Minute | Cabinet Business Committee Minute CBC Min (06) 3/7 - KiwiSaver - Various Issues Released 29 May 2006 |
cbcmin06-3-7.pdf (23 KB) |
| 16 Dec 2005 | Joint Report | Joint Treasury, Ministry of Economic Development and Inland Revenue Report to Ministers T2005/2366 - KiwiSaver - Draft Bill and Other Matters Released 29 May 2006 |
t05-2366.pdf (73 KB) |
| 13 Dec 2005 | Report | Ministry of Economic Development Report to Ministers - KiwiSaver Investment Statements and Small Balances Released 29 May 2006 |
med-mins-13dec05.pdf (78 KB) |
| 11 Nov 2005 | Note | Context around the KiwiSaver participation assumptions Released 29 May 2006. Accompanied by the report above. |
ks-assumptions-note.pdf (14 KB) |
| 11 Nov 2005 | Joint Report | Joint Treasury and Inland Revenue Report to Ministers T2005/2075 & PAD 2005/200 - Update of the Savings Allocation Released 29 May 2006. Accompanied by the note below. |
t05-2075.pdf (74 KB) |
| 21 Oct 2005 | Joint Report | Joint Treasury, Ministry of Economic Development and Inland Revenue Report to Ministers T2005/1974 & PAD2005/186 - KiwiSaver - Issues for Supplementary Drafting Instructions Released 29 May 2006 |
t05-1974.pdf (127 KB) |
| 29 Aug 2005 | Cabinet Minute | Cabinet Business Committee Minute CBC Min (05) 12/1 - KiwiSaver Modifications to Scheme Design Released 29 May 2006 |
cbcmin05-12-1.pdf (20 KB) |
| 29 Jul 2005 | Joint Report | Joint Treasury and Ministry of Economic Development Report to Ministers T2005/1532 - KiwiSaver - Investment Statements Released 29 May 2006 |
t05-1532.pdf (77 KB) |
| 8 Jul 2005 | Joint Report | Joint Treasury and Ministry of Economic Development Report to Ministers T2005/1391 - KiwiSaver Implementation Process and Further Design Detail Released 29 May 2006 |
t05-1391.pdf (91 KB) |
| 7 Jun 2005 | Joint Report | Joint Treasury and Ministry of Economic Development Report to Ministers T2005/1099 - KiwiSaver - Applicable Regulatory Regime Released 29 May 2006 |
t05-1099.pdf (94 KB) |
| 29 Aug 2005 | Cabinet Paper | Memorandum to Cabinet Business Committee - KiwiSaver: Modifications to Scheme Design Released 1 March 2006 |
cbcmem-29aug05.pdf (56 KB) |
| 31 Jan 2006 | Cabinet Paper | Memorandum to Cabinet Business Committee - KiwiSaver: Various Issues Released 1 March 2006 |
cbcmem-31jan06.pdf (105 KB) |
| 10 Feb 2006 | Cabinet Paper | Memorandum to Cabinet Legislative Committee - KiwiSaver Bill: Approval for Introduction Released 1 March 2006 |
legmem-10feb06v2.pdf (34 KB) |
