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.

Exclusive CA ANZ Member Webinar

More than KiwiSaver: Keys to building the wealth you'll really need

Forsyth Barr is delighted to offer an exclusive webinar for CA ANZ members on why KiwiSaver alone isn't enough, highlights the value of financial goals and advice and introduces accessible investment options designed to help clients start building real wealth.

Click here to Register.

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.

Addressing New Zealand's Growing Water Quality Issues

Clean water is one of our most precious natural assets - but it is finite. Pressure on water resources is reaching a critical level both in New Zealand and globally.

To read the full article, please click here.

Trumped-Up Volatility: Keep Calm and Carry On

Markets have been extremely volatile over the past two months. For most, watching the value of your investments swing wildly is disconcerting. In times like these, it can be tempting to batten down the hatches and retreat from the market.

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Farewell to Free Trade? Trump's Tariffs Rattle Markets

President Donald Trump’s 2 April ‘Liberation Day’ tariff announcement marks one of the most sweeping trade policy shifts in modern history and has sent shockwaves through global markets.

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Growth vs. Value Investing: It's Not One or the Other

Different investors take different approaches. The two most widely recognised styles in equity markets are growth and value.

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DeepSeek: A Threat to AI Optimism?

How many people had heard of DeepSeek a month or so ago? We hadn’t. But in the past few days this Chinese artificial intelligence (AI) company has grabbed global headlines and shaken the share prices of some of the world’s largest companies.

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ESG: Weathering the Storm

Forsyth Barr has completed its third annual assessment of Carbon, Environmental, Social, and Governance (C&ESG) ratings for New Zealand companies. The transition to a more sustainability-focussed economy is underway.

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

The New Zealand economy has been on a turbulent journey over the past few years, with interest rates falling, rising, and now falling again.

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

Private markets are one of the fastest growing areas of the investment universe. Investors have been attracted by the strong returns and diversification benefits they have delivered.

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US Election 2024: Trump Triumphs

America has voted and Donald Trump is hired (again). Following a highly contested and historic election, Trump has reclaimed the presidency with a decisive mandate, winning not only the required electoral college votes but also the popular vote.

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Community Finance: A Win-Win for Investors and Our Community

New Zealand’s acute housing deficit is one of the country’s most pressing social and economic challenges. A shortage of affordable homes has fuelled skyrocketing property prices and soaring rents impacting thousands of New Zealanders.

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Tax Guide for New Zealand Investors

Tax can be complex and confusing, but it can also impact your investment returns. Considering the tax imposed across different investment options should be an important factor in your investment selection process.

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Starting the ESG Conversation

Investors beginning their ESG journey may find they have more questions and ambitions than answers and solutions.

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Guide for Not-for-Profit Investment Governance - Helping Shape the Future

New Zealand has around 28,000 registered charities — one for every 190 people, the highest per capita in the world — and a total of more than 115,000 NFP organisations.

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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.

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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.

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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.

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