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 On Demand Webinar - Beyond Property: Diversification to grow your wealth

Forsyth Barr is delighted to offer an exclusive CA ANZ on demand webinar on why diversification matters now more than ever for long-term investors - as property slows, shares and alternative strategies can play a bigger role in building resilient wealth.

Click here to view

 

Past Webinars

As a CA ANZ member we provide you with access to previously recorded webinars on topics of interest.

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More Than KiwiSaver: How to Help Clients Build Real Wealth

Chelsea Leadbetter, Forsyth Barr's Head of Wealth Development, explores why KiwiSaver alone isn't enough, highlights the value of financial goals and advice, and introduces Tempo and Navigator.
Click here to view
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ESG Investing - What's all the Buzz

Katie Beith, Forsyth Barr's Head of ESG discusses the topic of sustainability and how NZ companies are preparing for a low carbon and more sustainability focused future

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.

Beyond the Farm Gate

Why investing off-farm can help farmers build resilience, flexibility and long-term wealth

To read the full article, please click here.

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Investing in Quality: Doing Nothing Can Be the Hardest Trades

Owning great businesses over the long term has historically been one of the most reliable paths to wealth creation. This sounds simple. In reality, the challenges are both analytical — identifying quality in the first place — and psychological — sticking
Read Full Article
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Connecting New Zealand's Trade with the World

Interview with Leonard Sampson, CEO of Port of Tauranga
Read Full Article
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Iran Conflict: An Acute Energy Shock, Not a Permanent One

Investors have once again been reminded that geopolitics can quickly come to the fore. Conflict in the Middle East has disrupted energy supplies, pushed oil and gas prices sharply higher, and unsettled global markets.
Read Full Article
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Navigating the Ethics of Investing in Defence

Warfare is rapidly evolving, with drones, AI, cyber capabilities and space-based systems reshaping defence strategies.
Read Full Article
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Intergenerational Wealth: Planning the Legacy You Leave

For many New Zealanders, the retirement years are the result of a lifetime of effort. Over the coming decades, an estimated $1.6 trillion of this wealth is expected to pass from one generation to the next.
Read Full Article
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Philanthropy and the Great Wealth Transfer

New Zealand ranks among the world's most generous nations. While our philanthropists may not be household names like their counterparts in the Unitied States, charitable giving is alive in our culture.
Read full Article

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

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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.
Contact Mark
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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.
Contact Scott
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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.
Request a copy of this report

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.

 

Types of benefits you'd like to receive

About Forsyth Barr

Helping New Zealand investors for 90 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 majority staff and New Zealand-owned NZX firm.

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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.

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