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The Summer Scheme
What you need to know
Transfer or join
Quarterly Fund Updates
Performance information
Making the most of your KiwiSaver opportunity
Making voluntary contributions
Keeping your account safe
Mobile access
About us
Upcoming events
Summer overview
My Plan
Summer Conservative Selection
Summer Balanced Selection
Summer Growth Selection
Compare Summer funds
Fees
Socially responsible investment
Investments in Russian securities
Annual report and financial statements
How your KiwiSaver money is held
Overview of performance
Summer Conservative Selection
Summer Balanced Selection
Summer Growth Selection
Summer New Zealand Cash
Summer New Zealand Fixed Interest
Summer Global Fixed Interest
Summer New Zealand Equities
Summer Australian Equities
Summer Listed Property
Summer Global Equities
Unit Pricing
Portfolio holdings
Morningstar results
Summer and Forsyth Barr
Meet our Investment Managers
Head of Summer
Meet our Board
Meet our Savings Specialists
Meet our Advisers
Complaints
Summer awarded hallmark of clarity for Product Disclosure Statement
Important Announcement for Members
Forsyth Barr awarded Sharebroking Firm of the Year
Forsyth Barr Charity Brokerage Day supports two important causes
Octagon Asset Management
Tools and Insights
Summer insights
Sorted
FMA KiwiSaver tracker
Forms
Frequently asked questions
Insights overview
Introduction to investing
KiwiSaver Glossary
Investor Education
Performance information
Video insights
Morning report
Perspectives from the Octagon Investment Management team
Smoothing the highs and lows of KiwiSaver
Quantitative easing
Credit spreads
What do negative interest rates mean?
ESG Q & A
Frequently asked questions
Logging in to your Summer account
Accessing KiwiSaver information via myIR
About KiwiSaver
How KiwiSaver works
Contributions
Withdrawals
Savings suspension
Tax
PIR
Transferring Australian superannuation to the Summer KiwiSaver scheme
UK pension transfers
Over 65?
Who can join
First job or under 18?
How KiwiSaver contributions work
Government contribution
Withdrawal Options
Financial hardship withdrawals
First home withdrawal
First Home Grant
  • The Summer Scheme
    • What you need to know
      • Summer overview
      • My Plan
      • Summer Conservative Selection
      • Summer Balanced Selection
      • Summer Growth Selection
      • Compare Summer funds
      • Fees
      • Socially responsible investment
      • Investments in Russian securities
      • Annual report and financial statements
      • How your KiwiSaver money is held
    • Transfer or join
    • Quarterly Fund Updates
    • Performance information
      • Overview of performance
      • Summer Conservative Selection
      • Summer Balanced Selection
      • Summer Growth Selection
      • Summer New Zealand Cash
      • Summer New Zealand Fixed Interest
      • Summer Global Fixed Interest
      • Summer New Zealand Equities
      • Summer Australian Equities
      • Summer Listed Property
      • Summer Global Equities
      • Unit Pricing
      • Portfolio holdings
      • Morningstar results
    • Making the most of your KiwiSaver opportunity
    • Making voluntary contributions
    • Keeping your account safe
    • Mobile access
    • About us
      • Summer and Forsyth Barr
      • Meet our Investment Managers
      • Head of Summer
      • Meet our Board
      • Meet our Savings Specialists
      • Meet our Advisers
      • Complaints
      • Summer awarded hallmark of clarity for Product Disclosure Statement
      • Important Announcement for Members
      • Forsyth Barr awarded Sharebroking Firm of the Year
      • Forsyth Barr Charity Brokerage Day supports two important causes
      • Octagon Asset Management
    • Upcoming events
  • Tools and Insights
    • Summer insights
      • Insights overview
      • Introduction to investing
      • KiwiSaver Glossary
      • Investor Education
      • Performance information
      • Video insights
      • Morning report
      • Perspectives from the Octagon Investment Management team
      • Smoothing the highs and lows of KiwiSaver
      • Quantitative easing
      • Credit spreads
      • What do negative interest rates mean?
      • ESG Q & A
    • Sorted
    • FMA KiwiSaver tracker
    • Forms
    • Frequently asked questions
      • Frequently asked questions
      • Logging in to your Summer account
      • Accessing KiwiSaver information via myIR
  • About KiwiSaver
    • How KiwiSaver works
      • Who can join
      • First job or under 18?
    • Contributions
      • How KiwiSaver contributions work
      • Government contribution
    • Withdrawals
      • Withdrawal Options
      • Financial hardship withdrawals
      • First home withdrawal
      • First Home Grant
    • Savings suspension
    • Tax
    • PIR
    • Transferring Australian superannuation to the Summer KiwiSaver scheme
    • UK pension transfers
    • Over 65?
    • Contact us
    • Register
The Summer Scheme
What you need to know
Transfer or join
Quarterly Fund Updates
Performance information
Making the most of your KiwiSaver opportunity
Making voluntary contributions
Keeping your account safe
Mobile access
About us
Upcoming events
Summer overview
My Plan
Summer Conservative Selection
Summer Balanced Selection
Summer Growth Selection
Compare Summer funds
Fees
Socially responsible investment
Investments in Russian securities
Annual report and financial statements
How your KiwiSaver money is held
Overview of performance
Summer Conservative Selection
Summer Balanced Selection
Summer Growth Selection
Summer New Zealand Cash
Summer New Zealand Fixed Interest
Summer Global Fixed Interest
Summer New Zealand Equities
Summer Australian Equities
Summer Listed Property
Summer Global Equities
Unit Pricing
Portfolio holdings
Morningstar results
Summer and Forsyth Barr
Meet our Investment Managers
Head of Summer
Meet our Board
Meet our Savings Specialists
Meet our Advisers
Complaints
Summer awarded hallmark of clarity for Product Disclosure Statement
Important Announcement for Members
Forsyth Barr awarded Sharebroking Firm of the Year
Forsyth Barr Charity Brokerage Day supports two important causes
Octagon Asset Management
Tools and Insights
Summer insights
Sorted
FMA KiwiSaver tracker
Forms
Frequently asked questions
Insights overview
Introduction to investing
KiwiSaver Glossary
Investor Education
Performance information
Video insights
Morning report
Perspectives from the Octagon Investment Management team
Smoothing the highs and lows of KiwiSaver
Quantitative easing
Credit spreads
What do negative interest rates mean?
ESG Q & A
Frequently asked questions
Logging in to your Summer account
Accessing KiwiSaver information via myIR
About KiwiSaver
How KiwiSaver works
Contributions
Withdrawals
Savings suspension
Tax
PIR
Transferring Australian superannuation to the Summer KiwiSaver scheme
UK pension transfers
Over 65?
Who can join
First job or under 18?
How KiwiSaver contributions work
Government contribution
Withdrawal Options
Financial hardship withdrawals
First home withdrawal
First Home Grant

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Transfer to or join the Summer KiwiSaver scheme
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Don’t miss out

Are you eligible for up to $521.43 from the Government?

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Making voluntary contributions

There are a number of ways you can add money to your KiwiSaver account.

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Annual tax and member statements

Annual tax and member statements are now available for Summer KiwiSaver scheme members.

View statements  ›
Which profile is right for you?

Try our short questionnaire which allows you to discover what your risk appetite is.

Take the questionnaire  ›
Protecting your account

Learn about keeping your account safe.

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Do you need to put your contributions on hold?

Find out how  ›
  • The Summer Scheme
    • What you need to know
    • Transfer or join
    • Quarterly Fund Updates
    • Performance information
    • Making the most of your KiwiSaver opportunity
    • Making voluntary contributions
    • Keeping your account safe
    • Mobile access
    • About us
    • Upcoming events
  • Tools and Insights
    • Summer insights
    • Sorted
    • FMA KiwiSaver tracker
    • Forms
    • Frequently asked questions
  • About KiwiSaver
    • How KiwiSaver works
    • Contributions
    • Withdrawals
    • Savings suspension
    • Tax
    • PIR
    • Transferring Australian superannuation to the Summer KiwiSaver scheme
    • UK pension transfers
    • Over 65?

Summer

KiwiSaver Scheme
0800 11 55 66
info@summer.co.nz
The Summer Scheme
  • What you need to know
  • Transfer or join
  • Quarterly Fund Updates
  • Performance information
  • Making the most of your KiwiSaver opportunity
  • Making voluntary contributions
  • Keeping your account safe
  • Mobile access
  • About us
  • Upcoming events
Tools and Insights
  • Summer insights
  • Sorted
  • FMA KiwiSaver tracker
  • Forms
  • Frequently asked questions
About KiwiSaver
  • How KiwiSaver works
  • Contributions
  • Withdrawals
  • Savings suspension
  • Tax
  • PIR
  • Transferring Australian superannuation to the Summer KiwiSaver scheme
  • UK pension transfers
  • Over 65?

Summer

KiwiSaver Scheme
0800 11 55 66
info@summer.co.nz
  • Terms and conditions
  • Privacy policy
  • © 2022 Summer KiwiSaver scheme. All rights reserved.

The Summer KiwiSaver Scheme is managed by Forsyth Barr Investment Management Ltd. You can obtain the Scheme’s product disclosure statement and further information about the Scheme on this website, from one of our offices, or by calling us on 0800 11 55 66. Forsyth Barr Investment Management Ltd is a licenced manager of registered schemes and part of the Forsyth Barr group of companies. This website is not intended to be distributed or made available to any person in any jurisdiction where doing so would constitute a breach of any applicable laws or regulations. For information about Forsyth Barr’s financial advice services visit https://www.forsythbarr.co.nz/choosing-a-financial-advice-service.