The New Zealand Anglican Church Pension Board

What is the purpose of the Koinonia Fund?

The Koinonia Fund was established to provide all the benefits of a registered KiwiSaver scheme.

Who is responsible for managing the fund?

The New Zealand Anglican Church Pension Board is the corporate trustee, administration manager, and investment manager of the Koinonia Fund. There is also an Independent Trustee.

Mostly the assets of the fund are self-managed, and in accordance with an ethical investment policy.

What benefits are available?

Members of the Koinonia Fund have access to all KiwiSaver scheme incentives including:

$1,000 kickstart incentive

Member Tax Credit

Tax applied at the member's individual income tax rate

Members receive a lump sum benefit from their account when New Zealand Superannuation eligibility age is reached. Early payment of the benefit is only available in very limited circumstances.

Who is eligible to join the Koinonia Fund?

While open to everyone, the Koinonia Fund is aimed at people who:

work or have worked for a Christian organisation; and/or

serve their church; and/or

have made a commitment to Christian outreach.

Does the Koinonia Fund have a website?

Yes, the Koinonia Fund has its own website. It provides in depth details about KiwiSaver in general and the Koinonia Fund in particular.

The website can be viewed at www.koinoniafund.org.nz

What information is available to members?

Information available to members of the Koinonia Fund include:

Members can access their KiwiSaver account information from the Koinonia Fund website.

Biannual newsletter

Annual Statement of Account

Quarterly investment review

Annual Report

Investment Management Document

A copy of the most recent Annual Report, application form and other relevant information pertaining to the Koinonia Fund can be found here.