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  • Quarterly Fund Updates

    * Adobe PDF file icon 24x24  *The files below are in PDF format. As at 31 December 2018 *Summer New Zealand Cash*[/assets/Quarterly-Fund-Updates/SummerKiwiSaver-FundUpdate-NZCash3.pdf] *Summer New Zealand Fixed Interest*[/assets/Quarterly-Fund-Updates/SummerKiwiSaver-FundUpdate-NZFI3.pdf]...

  • Summer and Forsyth Barr

    *Forsyth Barr brings you the Summer KiwiSaver scheme.* At Forsyth Barr we understand how important your retirement is and as a New Zealand owned company, we have...

  • Meet our Investment Managers

    Craig *Craig Alexander*  Head of Funds Management Forsyth Barr craig.alexander@forsythbarr.co.nz[mailto:craig.alexander@forsythbarr.co.nz]  |  DDI: +64 9 368 0032  |  +64 21 227 9783 Craig Alexander joined Forsyth Barr in 2013. He has...

  • Complaints

    *We appreciate the opportunity to address any complaints. * If you are not satisfied with the service you have received from the Summer KiwiSaver scheme and want to...

  • Frequently asked questions

    *Got a question? Below we provide answers to some frequently asked questions. Remember to try the search box at the top right too, it may help take...

  • Forms

    Forms available for the Summer KiwiSaver scheme are listed below. If the document you're looking for is not listed or if you are unsure of the...

  • Tax

    *Tax is one of life’s certainties, and it is part of KiwiSaver too. * It’s good to know how the taxation works on your contributions and investment...

  • Australian superannuation transfers

    *Have you worked in Australia at any time since 1992 and since moved back to New Zealand? Now might be a good time to think about...

  • UK pension transfers

    *In April 2015, Her Majesty's Revenue and Customs ('HMRC') changed the rules around UK pension transfers through Qualifying Recognised Overseas Pension Scheme (QROPS) provisions.*  This means that...

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