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The Summer Scheme

What you need to know

Product Disclosure Statement (PDS)

Transfer or join

Quarterly Fund Updates

Performance information

Making the most of your KiwiSaver opportunity

Making voluntary contributions

Keeping your account safe

Summer Online Account Access

Upcoming events

Summer overview

Summer Conservative Selection

Summer Balanced Selection

Summer Growth Selection

Compare Summer funds

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

Portfolio holdings

Summer and Forsyth Barr

Meet our Investment Managers

Meet our Funds Specialists

Meet our Advisers

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

FMA KiwiSaver tracker

Forms and documents

Frequently asked questions

Insights overview

Introduction to investing

KiwiSaver Glossary

Investor Education

Thoughts from a Kiwi Saver

Performance information

Perspectives from the Octagon Investment Management team

Smoothing the highs and lows of KiwiSaver

Frequently asked questions

Logging in to your Summer account

Accessing KiwiSaver information via myIR

About KiwiSaver

How KiwiSaver works

Savings suspension

Transferring Australian superannuation to the Summer KiwiSaver scheme

UK pension transfers

Unclaimed Australian superannuation money

First job or under 18?

How KiwiSaver contributions work

Government contribution

Withdrawal Options

Financial hardship withdrawals

First home withdrawal

The Summer Scheme
Tools and Insights
About KiwiSaver

Contact us
Register

The Summer Scheme

What you need to know

Product Disclosure Statement (PDS)

Transfer or join

Quarterly Fund Updates

Performance information

Making the most of your KiwiSaver opportunity

Making voluntary contributions

Keeping your account safe

Summer Online Account Access

Upcoming events

Summer overview

Summer Conservative Selection

Summer Balanced Selection

Summer Growth Selection

Compare Summer funds

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

Portfolio holdings

Summer and Forsyth Barr

Meet our Investment Managers

Meet our Funds Specialists

Meet our Advisers

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

FMA KiwiSaver tracker

Forms and documents

Frequently asked questions

Insights overview

Introduction to investing

KiwiSaver Glossary

Investor Education

Thoughts from a Kiwi Saver

Performance information

Perspectives from the Octagon Investment Management team

Smoothing the highs and lows of KiwiSaver

Frequently asked questions

Logging in to your Summer account

Accessing KiwiSaver information via myIR

About KiwiSaver

How KiwiSaver works

Savings suspension

Transferring Australian superannuation to the Summer KiwiSaver scheme

UK pension transfers

Unclaimed Australian superannuation money

First job or under 18?

How KiwiSaver contributions work

Government contribution

Withdrawal Options

Financial hardship withdrawals

First home withdrawal

Annual report and financial statements

Annual report

Annual report for the year ending 31 March 2024

Financial Statements

Financial Statements for the year ending 31 March 2024

The Summer Scheme

What you need to know
Product Disclosure Statement (PDS)
Transfer or join
Quarterly Fund Updates
Performance information
Making the most of your KiwiSaver opportunity
Making voluntary contributions
Keeping your account safe
Summer Online Account Access
Mobile access
About us
Complaints
Upcoming events

The Summer Scheme
Tools and Insights
About KiwiSaver

Summer

KiwiSaver Scheme

0800 11 55 66

[email protected]

The Summer Scheme

What you need to know
Product Disclosure Statement (PDS)
Transfer or join
Quarterly Fund Updates
Performance information
Making the most of your KiwiSaver opportunity
Making voluntary contributions
Keeping your account safe
Summer Online Account Access
Mobile access
About us
Complaints
Upcoming events

Tools and Insights

Summer insights
ESG
Sorted
FMA KiwiSaver tracker
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
© 2024 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.