The Forsyth Barr KiwiSaver Scheme provides you with the following:
Download a Forsyth Barr KiwiSaver Scheme Flyer
It’s all about choice
No two individuals are the same. The Forsyth Barr KiwiSaver Scheme (“the Scheme”) has been designed to reflect this.
The design of the Forsyth Barr KiwiSaver Scheme is shown on the diagram below.
The Scheme provides you with flexibility and choice by enabling you to select your preferred investment sector exposures - your portfolio can be unique to
you (the Personal Choice option).
By providing you with
the ability to tailor a personalised portfolio, you can reflect your own investment priorities and objectives in the
Scheme.
There are eight investment sectors to choose from when selecting the composition of your portfolio
under the Personal Choice
Option.
Our Investment Advisors are here to help you with this process and make it simple for you, should you be seeking advice.
Each of the eight investment sectors is represented by an underlying fund, into which monies are invested as required to represent the selection made by you.
Each of these eight investment sector funds is actively managed by a professional fund manager with expertise in that sector, and with a research-driven approach to investment decisions. More information about these sector funds can be found here.
Alternatively the Scheme offers two standard portfolio options to choose from with predefined investment sector exposures - a Balanced option and a Growth option.
Your KiwiSaver portfolio
This ability to customise your KiwiSaver portfolio is a key feature of our Scheme. It provides you with access to our investment expertise, whilst letting you determine an investment strategy and selection of investment sectors that are appropriate for you. As time passes or the investment markets change, your selected investment sector exposures can be reviewed and changes can be made accordingly.
Advice You Can Trust
Selecting investment sector exposures is key to successful investing and this is where professional advice can make a difference.
If you wish to receive investment advice, our Investment Advisors can develop an understanding and appreciation of your requirements for retirement. They can then advise you on an overall investment exposure that is appropriate to your circumstances.
If you are already a KiwiSaver member and wish to transfer to the Forsyth Barr KiwiSaver scheme, the process is easy. Simply contact us to arrange this.
Transfers from United Kingdom Schemes
The Forsyth Barr KiwiSaver Scheme is registered as a Qualifying Recognised Overseas Pension Scheme ('QROPS') for the transfer of United Kingdom pensions (reference QROPS 502428).
QROPS are approved by her Majesty’s Revenue and Customs in the UK and are able to accept transfers of funds from UK pension schemes on behalf of individuals. By transferring to a QROPS the pension holder may continue to receive UK tax relief on the transfer amount.
Please refer to the Investment Statement for more detail.
If you would like to make an investment in the Scheme by means of a UK pension transfer, please contact your Investment Advisor.
The Trustee
Trustees Executors Superannuation Limited has been appointed as the independent trustee for the Forsyth Barr KiwiSaver Scheme. They and related companies currently supervise over $32 billion of investors’ assets. Trustees Executors Superannuation Limited has responsibility for monitoring our management and administration and ensuring that we always fulfil our legislated requirements.
Download a Forsyth Barr KiwiSaver Scheme Flyer
Forsyth Barr KiwiSaver Scheme – three portfolio options
Forsyth Barr Investment Sectors Overview – eight Funds underlying the Forsyth Barr KiwiSaver Scheme
KiwiSaver at a Glance – find out more about KiwiSaver
Take the Next Step – find out more or apply now
