Generated by All in One SEO v5.0.1.1, this is an llms.txt file, used by LLMs to index the site. # Ports Retirement Plan ## Sitemaps - [XML Sitemap](https://portsretirement.org.nz/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Existing Member](https://portsretirement.org.nz/existing-member/) - Latest Statements will be available within a few weeks of each quarterly end date, 30 June, 30 September and 31 December. Your Personal Annual Statement effective 31 March, takes some time to finalise. It will be available on the website by 30 June. In addition, in late June, we distribute via your payroll, your Personal ## Pages - [Home](https://portsretirement.org.nz/) - The Ports Retirement Plan was established in 1985, in response to a widespread view that a better and more flexible means of saving for retirement should be provided to employees of the then Harbour Boards. In September 2016 The Plan was updated to comply with the Financial Markets Conduct Act 2013 (FMCA) and changed its name - [Plan Documentation](https://portsretirement.org.nz/plan-documentation/) - Ports Retirement Plan - Product Disclosure Statement The Product Disclosure Statement (PDS) dated 21 July 2026 provides summary information on benefits, membership conditions and how the Plan is managed. The new member application form is on pages 22-24. Once completed please take it to your payroll along with your proof of identification (for example, passport - [Deferred & Qualifying Members](https://portsretirement.org.nz/deferred-member/) - Investment Election Form Qualifying & Deferred Members A “Qualifying Member means a Deferred Member or a Member who remains in Service after their Normal Retirement Date.” A Qualifying or Deferred Member may choose to change how his or her Plan balances are invested up to two times per year. Balanced investment option, with a medium-to-long-term focus - [New Member](https://portsretirement.org.nz/new-member-2/) - If you wish to become a member of the Ports Retirement Plan please visit your payroll. If you join the Plan within your first six months of employment you will automatically qualify for the plan's insurance cover. The application pages 22 to 24 of the PDS below: Ports Retirement Plan - Product Disclosure Statement - - [Account Overview](https://portsretirement.org.nz/existing-member/) - Welcome, This section of the website provides you with your Member Benefit Statement and allows you to update your Log in Member details and/or password. Latest Statements will be available within three weeks of each quarterly end date, 30 June, 30 September and 31 December. Your Annual Statement effective 31 March, takes some time to - [New Member - OLD DO NOT USE](https://portsretirement.org.nz/new-member/) - The Ports Retirement Plan Product Disclosure Statement (PDS) dated 15 December 2025 is the latest information and application form for new members. Employees who join the Ports Retirement Plan within six months of starting employment are automatically entitled to the Plan's insurance cover (refer page 6 to 8). Please complete the application on pages 23 - [PIR Update](https://portsretirement.org.nz/pir-update/) - PIR Change form The Ports Retirement Plan is a Portfolio Investment Entities (PIE). This means that the tax on the earnings from your Plan investments will be paid at your nominated tax rate. The Prescribed Investor Rate or PIR. The default rate is 28%, unless you the member advise us otherwise, by completing and returning - [Contact us](https://portsretirement.org.nz/contact-us/) - Information can be obtained from, and all correspondence from members to the Trustees should be addressed to: Makayla Gilmour Plan Administrator Melville Jessup Weaver P O Box 1096 Wellington Email: ports.retirement@mjw.co.nz or makayla.gilmour@mjw.co.nz Telephone (04) 499 0277 The Trustees have established a process to deal with any complaints that members might have. The process is - [Fund Update](https://portsretirement.org.nz/fund-update/) - The Fund Update tells you how the fund has performed and what fees were charged. Fund Update Balanced Fund 2024-03 31 Fund Update Conservative 2024-03-31 - [Fund Update 2023](https://portsretirement.org.nz/fund-update-2023/) - Fund Update Conservative Fund 2023-03-31 Fund Update Balanced Fund 2023-03-31 - [Statement PDF](https://portsretirement.org.nz/existing-member/statement-pdf/) - [Update your details](https://portsretirement.org.nz/existing-member/update-your-details/) - Required fields are indicated with an asterisk (*). Fill in the password fields if you wish to change, otherwise leave blank. or cancel - [Newsletters](https://portsretirement.org.nz/newsletters/) - The Trustees have four formal meetings each year, following which a member newsletter or an annual report is produced. Each newsletter highlights recent investment performance, shows the investment returns that have been allocated to member accounts and reviews matters that the Trustees believe will be of interest to members. Below are the most recent newsletters. ## Chairman's Newsletters - [Chairmans Newsletter January 2026](https://portsretirement.org.nz/chairmans-newsletter/january-2026/) - [Chairmans Newsletter March 2025](https://portsretirement.org.nz/chairmans-newsletter/chairmans-newsletter-march-2025/) - [Chairmans Newsletter 2024](https://portsretirement.org.nz/chairmans-newsletter/chairmans-newsletter-2024/) - [Newsletter November 2023](https://portsretirement.org.nz/chairmans-newsletter/newsletter-november-2023/) - [Chairmans Newsletter December 2022](https://portsretirement.org.nz/chairmans-newsletter/chairmans-newsletter-december-2022/) - [July 2022](https://portsretirement.org.nz/chairmans-newsletter/chairmans-newsletter-3/) - [October 2021](https://portsretirement.org.nz/chairmans-newsletter/october-2021/) - [March 2021](https://portsretirement.org.nz/chairmans-newsletter/march-2021/) - [June 2020](https://portsretirement.org.nz/chairmans-newsletter/june-2020/) - [March 2020](https://portsretirement.org.nz/chairmans-newsletter/march-2020/) - [February 2020](https://portsretirement.org.nz/chairmans-newsletter/febraury-2020/) - [May 2018](https://portsretirement.org.nz/chairmans-newsletter/may-2018/) - [September 2019](https://portsretirement.org.nz/chairmans-newsletter/september-2019/) - [July 2019](https://portsretirement.org.nz/chairmans-newsletter/july-2019/) - [February 2019](https://portsretirement.org.nz/chairmans-newsletter/february-2019/) - [December 2018](https://portsretirement.org.nz/chairmans-newsletter/december-2018/) - [November 2018](https://portsretirement.org.nz/chairmans-newsletter/november-2018/) - [October 2017](https://portsretirement.org.nz/chairmans-newsletter/october-2017/) - [Chariman's Newsletter](https://portsretirement.org.nz/chairmans-newsletter/charimans-newsletter/) - [Chairman's Newsletter January 2017](https://portsretirement.org.nz/chairmans-newsletter/chairmans-newsletter-january-2017/) - [January 2017](https://portsretirement.org.nz/chairmans-newsletter/january-2017/) - [September 2016](https://portsretirement.org.nz/chairmans-newsletter/september-2016/) - [Comments on the UK BREXIT Decision](https://portsretirement.org.nz/chairmans-newsletter/comments-on-the-uk-brexit-decision/) - [March 2016](https://portsretirement.org.nz/chairmans-newsletter/281/) - [December 2015](https://portsretirement.org.nz/chairmans-newsletter/chairmans-newsletter-2/) - [October 2015 additional](https://portsretirement.org.nz/chairmans-newsletter/october-2015-additional/) - [October 2015](https://portsretirement.org.nz/chairmans-newsletter/chairmans-newsletter/) - [July 2015](https://portsretirement.org.nz/chairmans-newsletter/july-2015/) - [April 2015](https://portsretirement.org.nz/chairmans-newsletter/april-2015/) - [March 2015](https://portsretirement.org.nz/chairmans-newsletter/march-2015/) - [December 2014](https://portsretirement.org.nz/chairmans-newsletter/december-2014/) - [September 2014](https://portsretirement.org.nz/chairmans-newsletter/september-2014/) - [March 2014](https://portsretirement.org.nz/chairmans-newsletter/march-2014/) - [December 2013](https://portsretirement.org.nz/chairmans-newsletter/december-2013/) - [September 2013](https://portsretirement.org.nz/chairmans-newsletter/september-2013/) - [March 2013](https://portsretirement.org.nz/chairmans-newsletter/march-2013/) - [December 2012](https://portsretirement.org.nz/chairmans-newsletter/december-2012/) - [August 2012](https://portsretirement.org.nz/chairmans-newsletter/august-2012/) - [July 2012](https://portsretirement.org.nz/chairmans-newsletter/july-2012/) - [February 2012](https://portsretirement.org.nz/chairmans-newsletter/february-2012/) - [November 2011](https://portsretirement.org.nz/chairmans-newsletter/november-2011/) - [August 2011](https://portsretirement.org.nz/chairmans-newsletter/august-2011/) - [February 2011](https://portsretirement.org.nz/chairmans-newsletter/february-2011/) - [December 2010](https://portsretirement.org.nz/chairmans-newsletter/december-2010/) - [September 2010](https://portsretirement.org.nz/chairmans-newsletter/september-2010/) - [March 2010](https://portsretirement.org.nz/chairmans-newsletter/march-2010/) - [December 2009](https://portsretirement.org.nz/chairmans-newsletter/december-2009/) - [August 2009](https://portsretirement.org.nz/chairmans-newsletter/august-2009/) - [March 2009](https://portsretirement.org.nz/chairmans-newsletter/march-2009/) - [February 2008](https://portsretirement.org.nz/chairmans-newsletter/february-2008/) - [September 2008](https://portsretirement.org.nz/chairmans-newsletter/september-2008/) - [December 2008](https://portsretirement.org.nz/chairmans-newsletter/december-2008/) - [February 2007](https://portsretirement.org.nz/chairmans-newsletter/february-2007/) - [August 2007](https://portsretirement.org.nz/chairmans-newsletter/august-2007/) - [November 2007](https://portsretirement.org.nz/chairmans-newsletter/november-2007/) - [February 2006](https://portsretirement.org.nz/chairmans-newsletter/february-2006/) - [August 2006](https://portsretirement.org.nz/chairmans-newsletter/august-2006/) - [November 2006](https://portsretirement.org.nz/chairmans-newsletter/november-2006/) - [February 2005](https://portsretirement.org.nz/chairmans-newsletter/february-2005/) - [August 2005](https://portsretirement.org.nz/chairmans-newsletter/august-2005/) - [November 2005](https://portsretirement.org.nz/chairmans-newsletter/november-2005/) - [November 2004](https://portsretirement.org.nz/chairmans-newsletter/november-2004/) ## Recent Updates - [Statement of Investment Policy and Objectives](https://portsretirement.org.nz/recent-update/statement-of-investment-policy-and-objectives-2/) - SIPO - 2 September 2026 - [Annual Report 2026](https://portsretirement.org.nz/recent-update/annual-report-2026-2/) - Ports Retirement Plan - Annual Report 2026 - [Annual Report 2026](https://portsretirement.org.nz/recent-update/annual-report-2026/) - Ports Retirement Plan - Annual Report 2026 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-33/) - Member Statements to 30 June 2026 - [Other Material Information](https://portsretirement.org.nz/recent-update/other-material-information-2/) - Other Material Information - 21 July 2026 - [Product Disclosure Statement – 21 July 2026](https://portsretirement.org.nz/recent-update/product-disclosure-statement-21-july-2026/) - Product Disclosure Statement - 21 July 2026 - [Annual Member Statements](https://portsretirement.org.nz/recent-update/annual-member-statements/) - Annual Member Statements to 31 March 2026 - [Statement of Investment Policy and Objectives](https://portsretirement.org.nz/recent-update/statement-of-investment-policy-and-objectives/) - SIPO - 30 June 2026 - [Other Material Information](https://portsretirement.org.nz/recent-update/other-material-information/) - Other Material Information - 30 June 2026 - [Product Disclosure Statement - 15 December 2025](https://portsretirement.org.nz/recent-update/ports-pds-15-december-2025/) - Product Disclosure Statement - 15 December 2025 - [Product Disclosure Statement - 30 June 2026](https://portsretirement.org.nz/recent-update/product-disclosure-statement-30-june-2026/) - Product Disclosure Statement - 30 June 2026 - [Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-january-2026/) - Chairmans Newsletter January 2026 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-32/) - Member Statements to 31 December 2025 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-31/) - Member Statements to 30 September 2025 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-30/) - Member Statements to 30 June 2025 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-29/) - Annual Member Statements to 31 March 2025 - [March 2025](https://portsretirement.org.nz/recent-update/chairmans-newsletter-march-2025/) - Chairmans Newsletter March 2025 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-28/) - Member Statements to 31 December 2024 - [Dec 2024](https://portsretirement.org.nz/recent-update/dec-2024/) - Chairmans Newsletter December 2024 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-27/) - Member Statements to 30 September 2024 - [June Statements](https://portsretirement.org.nz/recent-update/june-statements/) - Member Statements to 30 June 2024 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-26/) - Annual Member Statements to 31 March 2024 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-25/) - Annual Member Statements to 31 December 2023 - [Newsletter](https://portsretirement.org.nz/recent-update/newsletter-4/) - Newsletter November 2023 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-24/) - Member Statements 30 September 2023 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-23/) - Member statements to 30 June 2023 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-22/) - Annual Statements for the year ending 31 March 2023 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-21/) - Member Statements to 31 December 2022 - [December 2022](https://portsretirement.org.nz/recent-update/december-2022/) - Chairmans Newsletter - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-20/) - Member Statements to 30 September 2022 - [Newsletter](https://portsretirement.org.nz/recent-update/newsletter-3/) - Newsletter July 2022 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-19/) - Member Statements to 30 June 2022 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-18/) - Member Statements to 31 March 2022 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-17/) - Member Statements to 31 December 2021 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-16/) - Member Statements to 30 September 2021 - [Newsletter](https://portsretirement.org.nz/recent-update/newsletter-2/) - Newsletter October 2021 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-15/) - Member Statements to 30 June 2021 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-14/) - Member Statements to 31 March 2021 - [Newsletter](https://portsretirement.org.nz/recent-update/newsletter/) - Newsletter March 2021 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-13/) - Member statements to 31 December 2020 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-12/) - Statements to 30 September 2020 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-11/) - Statements to 30 June 2020 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-10/) - Year Ending 31 March 2020 - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-11/) - June 2020 - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/https-portsretirement-org-nz-wp-content-uploads-newsletter-march-2020-pdf/) - March 2020 - [February 2020](https://portsretirement.org.nz/recent-update/february-2020/) - Newsletter - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-9/) - Member Statements to 31 December 2019 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-8/) - Member Statements to 30 September 2019 - [September 2019](https://portsretirement.org.nz/recent-update/september-2019/) - Chairman's Newsletter - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-7/) - Member Statements to 30 June 2019 - [July 2019](https://portsretirement.org.nz/recent-update/july-2019/) - Chairman's Newsletter - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-6/) - Member Statements to 31 March 2019 - [February 2019](https://portsretirement.org.nz/recent-update/february-2019/) - Chairman's Newsletter - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-5/) - Member Statements to 31 December 2018 - [December 2018](https://portsretirement.org.nz/recent-update/december-2018/) - Newsletter-December-2018 - [November 2018](https://portsretirement.org.nz/recent-update/november-2018/) - Newsletter-November 2018 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-to-30-september-2018/) - Member Statements to 30 September 2018 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-4/) - Annual Member Statements to 31 March 2018 - [March 2018](https://portsretirement.org.nz/recent-update/march-2018-2/) - Financial Statements for the year ending 31 March 2018 - [March 2018](https://portsretirement.org.nz/recent-update/march-2018/) - Annual Report to members - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/may-2018/) - Chairman's Newsletter May 2018 - [Member Statements to 31 December 2017](https://portsretirement.org.nz/recent-update/member-statements-to-31-december-2017/) - Member Statements to 31 December 2017 - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-10/) - Chairman's Newsletter December 2017 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements-3/) - Member Statements to 30 September 2017 - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-9/) - Chairman's Newsletter October 2017 - [Annual Report to Members 2017](https://portsretirement.org.nz/recent-update/annual-report-to-members-2017/) - Annual Report to Members 2017 - [Member Statements to 30 June 2017](https://portsretirement.org.nz/recent-update/member-statements-to-30-june-2017/) - Member Statements to 30 June 2017 - [March 2017](https://portsretirement.org.nz/recent-update/march-2017-2/) - Member Statements at 31 March 2017 - [March 2017](https://portsretirement.org.nz/recent-update/march-2017/) - Chairman's Newsletter - [January 2017](https://portsretirement.org.nz/recent-update/member-statements-2/) - Member Statements at 31 December 2016 - [January 2017](https://portsretirement.org.nz/recent-update/january-2017/) - Chairman's Newsletter - [Sep 2016](https://portsretirement.org.nz/recent-update/sep-2016/) - Member Statements at 30 September 2016 - [Ports Retirement Plan (PDS)](https://portsretirement.org.nz/recent-update/ports-retirement-plan-pds/) - Ports Retirement Plan Product Disclosure Statement (PDS) for new members - [September 2016](https://portsretirement.org.nz/recent-update/september-2016/) - Chairman's Newsletter - [Annual Report](https://portsretirement.org.nz/recent-update/annual-report/) - NZ Harbours Annual Report year ending 31 March 2016 - [Member Statements](https://portsretirement.org.nz/recent-update/member-statements/) - Member Statements at 30 June 2016 - [Comments on the UK BREXIT Decision](https://portsretirement.org.nz/recent-update/comments-on-the-uk-brexit-decision/) - Chairman's message to members, comments on the UK BREXIT decision - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-8/) - This newsletter highlights recent investment performance, shows the investment returns that have been allocated to member accounts and reviews matters that the Trustees believe will be of interest to members - [Member Details Quarterly Update](https://portsretirement.org.nz/recent-update/jun-2014-member-details-quarterly-update/) - Please log in under Existing Member with your member number and password to see your statement. - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-7/) - This newsletter highlights recent investment performance, shows the investment returns that have been allocated to member accounts and reviews matters that the Trustees believe will be of interest to members - [Additional Chairman's Newsletter](https://portsretirement.org.nz/recent-update/additional-chairmans-newsletter/) - This newsletter outlines the recent discussions regarding a possible merger of the major maritime industry superannuation schemes - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-6/) - This newsletter highlights recent investment performance, shows the investment returns that have been allocated to member accounts and reviews matters that the Trustees believe will be of interest to members - [Superannuation Plan Investment statement](https://portsretirement.org.nz/recent-update/superannuation-plan-investment-statement/) - The Investment Statement summarises Scheme benefits, membership conditions and how the Scheme is managed. - [Annual Report 31 March 2015](https://portsretirement.org.nz/recent-update/annual-report-31-march-2015/) - The March 2015 Annual Report is now available. A summary version of the Financial Statements is included in the Annual Report. - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-5/) - This newsletter highlights recent investment performance, shows the investment returns that have been allocated to member accounts and reviews matters that the Trustees believe will be of interest to members - [Chairman's newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-4/) - Update on New Zealand Harbours KiwiSaver Scheme - [Superannuation Scheme Prospectus](https://portsretirement.org.nz/recent-update/superannuation-scheme-prospectus/) - This Prospectus was registered with the Registrar of Financial Service Providers on 19 September 2014. - [Statement of Investment Performance and Objectives](https://portsretirement.org.nz/recent-update/statement-of-investment-performance-and-objectives/) - The Statement of Investment Performance and Objectives sets out the performance targets for the investment managers, states how the managers will report to the Trustees and indicates the basis on which their investment results will be measured. - [KiwiSaver Scheme Prospectus](https://portsretirement.org.nz/recent-update/kiwisaver-scheme-prospectus/) - This Prospectus was registered with the Registrar of Financial Service Providers on 19 September 2014. - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-3/) - This newsletter highlights recent investment performance, shows the investment returns that have been allocated to member accounts and reviews matters that the Trustees believe will be of interest to members. - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter/) - This newsletter highlights recent investment performance, shows the investment returns that have been allocated to member accounts and reviews matters that the Trustees believe will be of interest to members. - [Chairman's Newsletter](https://portsretirement.org.nz/recent-update/chairmans-newsletter-2/) - This newsletter highlights recent investment performance, shows the investment returns that have been allocated to member accounts and reviews matters that the Trustees believe will be of interest to members. - [Member Details Quarterly Update](https://portsretirement.org.nz/recent-update/member-details-quarterly-update/) - Please log in under Existing Member with your member number and password to see your statement. ## Categories - [Uncategorized](https://portsretirement.org.nz/category/uncategorized/)