Beneficiary Fund

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 Presbyterian Beneficiary Fund Trustee Limited, either Russell Garrett or John White.

Beneficiary Fund Trust Deed

Deed of Amendment to Trust Deed 5 April 2018

Fund Financial Performance

To view the latest Beneficiary Fund financial statements, annual reports and Fund updates, please see the financial statements page.

Product Disclosure Statement

The Product Disclosure Statement relating to the offer of membership in The Presbyterian Church of Aotearoa New Zealand Beneficiary Fund dated 2 April 2019 has been lodged with Registrar of Financial Service Providers.

Download or view a copy of the Product Disclosure Statement.

Member Newsletters

Download member newsletters, which are published periodically. Older copies of the newsletter are available on request from the Church Property Trustees.

Employer Superannuation Contribution Tax Update

Presbyterian Church Beneficiary Fund - a new ESCT rate may apply from 1 April 2019