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Information release

Background to KiwiSaver Policy Development Information Release

Issue date: 
Tuesday, 13 November 2007
Status: 
Not Current
Version note: 

This information release page and its linked files are no longer actively updated. They remain publicly available but have 'Archived' status in accordance with the New Zealand Government Web Usability Standard 1.3 (1 July 2019).

Corporate author: 
View point: 

Between March 2006 and September 2007 the Treasury released 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:

Documents

Accessible versions

Documents are available in Adobe PDF or Microsoft PowerPoint format only. Please contact [email protected] to request HTML versions.

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)

 

 

Last updated: 
Friday, 7 December 2007