CA ANZ Member Benefits Program
Forsyth Barr is delighted to be a strategic partner of the CA ANZ Member Benefits Program. Our advisers work closely with CA ANZ accountants throughout New Zealand and look forward to building and strengthening those alliances.
Forsyth Barr offers a range of investment services, designed to deliver to the specific needs of individuals, families, trusts, charities, local iwi and companies.
Our goal is to ensure that CAANZ members are well-informed when it comes to investment-related issues – to support your own investment approach, and, importantly, to enable you to provide guidance to clients where appropriate. We deliver opinion pieces, our highly-rated research and topical seminars and webinars to CAANZ members.
Focus Articles
Forsyth Barr Focus presents a perspective on key market dynamics. These are designed to highlight issues we believe are particularly relevant for long-term investors, and to focus on opportunities that will benefit portfolios in the years ahead. If you have any questions, our Forsyth Barr Investment Advisers, supported by our research team, are available to provide you with further insight and advice.
Tariffs: Trump Card or Bluff?
President Trump campaigned on tariffs, and in his first two weeks he came out swinging, announcing new tariffs on Mexico, Canada, and China. Although tariffs on Mexico and Canada were quickly deferred, they are clearly a key part of Trump’s playbook. The will-he, won’t-he nature of Trump’s trade policies creates a challenging environment for businesses and markets, with the rules of engagement unclear and subject to rapid change. Uncertainty and volatility are likely to remain features of the Trump presidency.

DeepSeek: A Threat to AI Optimism?

ESG: Weathering the Storm

Down, Up, Down... Riding the Interest Rate Rollercoaster

Investing Outside the Public Domain: Why Private Markets Are Worth Considering

US Election 2024: Trump Triumphs

Community Finance: A Win-Win for Investors and Our Community
Expert Analysis
As part of the Forsyth Barr partnership with CA ANZ members access research from our award-winning team of analysts.
Forsyth Barr's highly-rated research team regularly publish reports and white papers on a variety of topical themes. For a copy of these publications please don't hesitate to contact caanzmemberbenefit@forsythbarr.co.nz

Tax Guide for New Zealand Investors

Starting the ESG Conversation

Guide for Not-for-Profit Investment Governance - Helping Shape the Future
CA ANZ Member Benefits
Forsyth Barr's partnership with CA ANZ offers members exclusive access to education and network opportunities. Empowering you to inform and educate, we offer thought leadership, highly-rated research, and topical seminars and webinars to keep you, and your clients, in the loop.
Please complete the attached form to ensure we can deliver on the above in your region.
About Forsyth Barr
Helping New Zealand investors for over 85 years.
Since 1936 New Zealanders have put their trust in our ability to help them grow and manage their wealth. We are proud of what we have achieved for our clients during that time and remain a NZ and staff-owned, independent business.
Get in touch
25 locations around New Zealand
For any questions relating to the CA ANZ Member Benefits programme or to discuss our range of investment services and how we can help you and your clients, contact us today.