The Beneficiary Fund has as its objective the support of ministers of the Church both in service and particularly in retirement. The Fund is managed by Presbyterian Beneficiary Fund Trustee Limited. For further information about the Beneficiary Fund, contact either Presbyterian Beneficiary Fund Trustee Limited. For further information about the Beneficiary Fund, contact either Russell Garrett or Pat Griffin.
- Read more about changes to the Beneficiary Fund
- Read the Product Disclosure Statement
- Download or view the Beneficiary Fund Trust Deed
Employer Superannuation Contribution Tax Update
Changes to the Beneficiary Fund
By decision of General Assembly, the defined benefit section of the Beneficiary Fund is being wound up, effective from 30 June 2017.
Read about status of the wind-up of the defined benefit section in the wind-up newsletter
The Product Disclosure Statement relating to the offer of membership in The Presbyterian Church of Aotearoa New Zealand Beneficiary Fund dated 8 June 2018 has been lodged with Registrar of Financial Service Providers.
Download or view a copy of the Product Disclosure Statement.
Actuarial Process and Assumptions
Please click here to view the document.
Fund Updates – PCANZ – 30 June 2018
Fund Update – Cash Fund to 30 June 2018
Fund Update – Conservative Fund to 30 June 2018
Fund Update – Balanced Fund to 30 June 2018
Fund Update – Growth Fund to 30 June 2018