KiwiSaver
If you are thinking about transferring Schemes, or would like to join KiwiSaver, we can help you.
The Forsyth Barr KiwiSaver Scheme provides you with online access, flexibility and choice, and lets you choose how your money is invested. Alternatively, if you need advice, our Investment Advisors can help you.
Call us on 0800 367 227 to get started
To join the Forsyth Barr KiwiSaver Scheme complete the application form and send it to us. We will establish your account as a priority.
To transfer to the Forsyth Barr KiwiSaver Scheme complete the application form and send it to us. We will contact your current provider to arrange the transfer.
Forsyth Barr KiwiSaver Scheme at a glance
- Flexibility and choice, enabling you to tailor your own KiwiSaver portfolio
- Professional investment management
- Research-driven investment decisions
- PIE-compliant status providing tax advantages
- The ability to invest lump sums in addition to your regular contributions
- Online access to your KiwiSaver account
- Ability to transfer UK pension funds into the Scheme, as the Scheme is registered QROPS
- Ability to transfer Australian superannuation fund transfers once relevant legislation is passed
- Winner of the Workplace Savings NZ People’s Choice Communication Award (2009)
Investment options - it's all about choice
No two individuals are the same. Our Scheme has been designed to reflect this.
The Forsyth Barr KiwiSaver Scheme provides you with flexibility and choice - enabling you to select your preferred investment sector exposures. Your portfolio can be unique to you (the Personal Choice option).
Alternatively the Forsyth Barr KiwiSaver Scheme offers two standard portfolio options to choose from: a Balanced option and a Growth option.
Our Investment Advisors are here to make the process simple and to provide advice if required.
Whichever option you choose, we will keep you well informed.
Award winner
Forsyth Barr KiwiSaver was awarded the Winner of the Workplace Savings NZ People’s Choice Communication Award (2009).
Prospectus
A prospectus for the Forsyth Barr KiwiSaver Scheme ('Scheme'), dated 23 September 2011, was registered with the Registrar of Financial Service Providers on 23 September 2011. A copy of this prospectus can be obtained by viewing the Scheme’s file using the ‘search other registers’ function on the Companies Office website at www.business.govt.nz/companies, at any of our offices, or by calling us on 0800 367 227. You can also receive a copy of the Forsyth Barr KiwiSaver Scheme Investment Statement by calling this number.