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The Summer Scheme
What you need to know
Product Disclosure Statement (PDS)
Keeping your account safe
Transfer or join
Quarterly Fund Updates
Performance information
Making the most of your KiwiSaver opportunity
Making voluntary contributions
Summer Online Account Access
Mobile access
About us
Complaints
Upcoming events
Summer overview
My Plan
Summer Conservative Selection
Summer Balanced Selection
Summer Growth Selection
Compare Summer funds
Fees
Responsible investment
Israeli – Palestine conflict and investments identified by the Office of the United Nations High Commissioner for Human Rights (OHCHR)
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
Summer and Forsyth Barr
Meet our Investment Managers
Meet our Board
Meet our Funds Specialists
Meet our Advisers
Martin Hawes
Trish Oakley
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
ESG
Sorted
Forms and documents
Frequently asked questions
Insights overview
Introduction to investing
KiwiSaver Glossary
Investor Education
Thoughts from a Kiwi Saver
Performance information
Video insights
Morning report
Perspectives from the Octagon Investment Management team
Smoothing the highs and lows of KiwiSaver
Credit spreads
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
Unclaimed Australian superannuation money
Over 65?
Who can join
First job or under 18?
How KiwiSaver contributions work
Government contribution
Withdrawal Options
Financial hardship withdrawals
First home withdrawal
  • 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
      • Responsible investment
      • Israeli – Palestine conflict and investments identified by the Office of the United Nations High Commissioner for Human Rights (OHCHR)
      • Annual report and financial statements
      • How your KiwiSaver money is held
    • Product Disclosure Statement (PDS)
    • Keeping your account safe
    • 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
    • Making the most of your KiwiSaver opportunity
    • Making voluntary contributions
    • Summer Online Account Access
    • Mobile access
    • About us
      • Summer and Forsyth Barr
      • Meet our Investment Managers
      • Meet our Board
      • Meet our Funds Specialists
      • Meet our Advisers
      • Martin Hawes
      • Trish Oakley
      • Forsyth Barr awarded Sharebroking Firm of the Year
      • Forsyth Barr Charity Brokerage Day supports two important causes
      • Octagon Asset Management
    • Complaints
    • Upcoming events
  • Tools and Insights
    • Summer insights
      • Insights overview
      • Introduction to investing
      • KiwiSaver Glossary
      • Investor Education
      • Thoughts from a Kiwi Saver
      • Performance information
      • Video insights
      • Morning report
      • Perspectives from the Octagon Investment Management team
      • Smoothing the highs and lows of KiwiSaver
      • Credit spreads
    • ESG
    • Sorted
    • Forms and documents
    • 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
    • Savings suspension
    • Tax
    • PIR
    • Transferring Australian superannuation to the Summer KiwiSaver scheme
    • UK pension transfers
    • Unclaimed Australian superannuation money
    • Over 65?
    • Contact us
    • Register
The Summer Scheme
What you need to know
Product Disclosure Statement (PDS)
Keeping your account safe
Transfer or join
Quarterly Fund Updates
Performance information
Making the most of your KiwiSaver opportunity
Making voluntary contributions
Summer Online Account Access
Mobile access
About us
Complaints
Upcoming events
Summer overview
My Plan
Summer Conservative Selection
Summer Balanced Selection
Summer Growth Selection
Compare Summer funds
Fees
Responsible investment
Israeli – Palestine conflict and investments identified by the Office of the United Nations High Commissioner for Human Rights (OHCHR)
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
Summer and Forsyth Barr
Meet our Investment Managers
Meet our Board
Meet our Funds Specialists
Meet our Advisers
Martin Hawes
Trish Oakley
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
ESG
Sorted
Forms and documents
Frequently asked questions
Insights overview
Introduction to investing
KiwiSaver Glossary
Investor Education
Thoughts from a Kiwi Saver
Performance information
Video insights
Morning report
Perspectives from the Octagon Investment Management team
Smoothing the highs and lows of KiwiSaver
Credit spreads
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
Unclaimed Australian superannuation money
Over 65?
Who can join
First job or under 18?
How KiwiSaver contributions work
Government contribution
Withdrawal Options
Financial hardship withdrawals
First home withdrawal

Investment Profile tool

It will help determine which fund or combination of funds in Summer might be right for you, based on the time frame you are using your KiwiSaver account for, your attitude to risk alongside your appetite for returns and financial markets knowledge.

Go to the Investment Profile tool
Keeping you informed
Read more
Transfer to or join the Summer KiwiSaver scheme
Transfer or join
Which profile is right for you?
Find out
Don’t miss out

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

Find out more  ›
Making voluntary contributions

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

Find out more  ›
Forsyth Barr's latest Focus article

Forsyth Barr Focus presents a perspective on key market dynamics.

Read more  ›
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.

Read more  ›
Do you need to put your contributions on hold?

Find out how  ›
  • The Summer Scheme
    • What you need to know
    • Product Disclosure Statement (PDS)
    • Keeping your account safe
    • Transfer or join
    • Quarterly Fund Updates
    • Performance information
    • Making the most of your KiwiSaver opportunity
    • Making voluntary contributions
    • Summer Online Account Access
    • Mobile access
    • About us
    • Complaints
    • Upcoming events
  • Tools and Insights
    • Summer insights
    • ESG
    • Sorted
    • Forms and documents
    • 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
    • Unclaimed Australian superannuation money
    • Over 65?

Summer

KiwiSaver Scheme
0800 11 55 66
[email protected]
The Summer Scheme
  • What you need to know
  • Product Disclosure Statement (PDS)
  • Keeping your account safe
  • Transfer or join
  • Quarterly Fund Updates
  • Performance information
  • Making the most of your KiwiSaver opportunity
  • Making voluntary contributions
  • Summer Online Account Access
  • Mobile access
  • About us
  • Complaints
  • Upcoming events
Tools and Insights
  • Summer insights
  • ESG
  • Sorted
  • Forms and documents
  • 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
  • Unclaimed Australian superannuation money
  • Over 65?

Summer

KiwiSaver Scheme
0800 11 55 66
[email protected]
  • Terms and conditions
  • Privacy policy
  • © 2025 Summer KiwiSaver scheme. All rights reserved.

Forsyth Barr Investment Management Limited is the issuer of the Summer KiwiSaver Scheme. 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.