Shared Lunch

Bonus: The most requested feature for the Sharesies KiwiSaver Scheme is here

30 Jun 2025

Audio

Description

Sharesies' Matt MacPherson reveals the launch of members' most-requested feature—US Self-Select for the Sharesies KiwiSaver Scheme, opening access to 55 American companies. We discuss: The unique Investment Plan Builder tool that lets you experiment with portfolio combinations using virtual money before committing How guardrails work to maintain diversification (minimum 50% in base funds, maximum 5% per individual stock selection) Access to previously unavailable investments like crypto through ETFs The tax-efficient PIE fund structure that makes it all possible. Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. The product disclosure statement (PDS) for the Sharesies KiwiSaver Scheme has been lodged, and may be viewed on the Disclose Register or on our documents page For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. See omnystudio.com/listener for privacy information.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes

🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Other episodes from Shared Lunch

Transcribed and ready to explore now

Bite: Are we heading toward stagflation?

14 Apr 2026

Shared Lunch

View all episodes from Shared Lunch

Comments

There are no comments yet.

Please log in to write the first comment.

Report any issue

Shared Lunch

Bonus: The most requested feature for the Sharesies KiwiSaver Scheme is here

This episode hasn't been transcribed yet

Other episodes from Shared Lunch

Bite: Are we heading toward stagflation?

Sign in to Audioscrape

Share this moment