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  • Fees

    *Our fees are simple. * You will be charged fees for investing in the Scheme. Fees are deducted from your investment and reduce your returns. *Annual fund charges:  *0.9% p.a. of the value...

  • Statement of Investment Policy and Objectives

    The Statement of Investment Policy and Objectives (SIPO) describes the investment policies and objectives of the Summer KiwiSaver scheme. Adobe PDF file icon 24x24  *Summer KiwiSaver scheme Statement...

  • The Forsyth Barr KiwiSaver Scheme is now the Summer KiwiSaver scheme

    As a member of the Forsyth Barr KiwiSaver Scheme you will have received a communication detailing everything you need to know about your KiwiSaver account and Summer. Login...

  • KiwiSaver Glossary

    *A plain English guide to KiwiSaver has been put together by Workplace Savings NZ.* The glossary, which was developed by an expert industry working group with the...

  • Investor Education

    Welcome to the Investor Education section. Here you'll find various topical articles written by Martin Hawes and guests. If you have any questions, please don't hesitate to...

  • SponsoredStory-Active

    When you’re looking to change your KiwiSaver provider, you should never choose a scheme just by looking for the lowest fees. Fees are important, you could...

  • SponsoredStory-Engaged

    There are three big questions every KiwiSaver member needs to answer *We want you to own your own money. * Here are three key questions for every KiwiSaver member...

  • Seminar registration

    Complete the form below to reserve your place at one of Martin Hawes' upcoming complimentary and informative seminars. $UserDefinedForm If you're interested in hearing Martin speak but don't see...

  • Register your interest

    Check out our *upcoming events*[/the-summer-scheme/upcoming-events/] to see if Martin Hawes’ is speaking at a seminar near you. If you're interested in hearing Martin speak but don't see...