Summer KiwiSaver scheme

Summer KiwiSaver scheme Summer KiwiSaver Scheme

If you are not satisfied with the service you have received from the Summer KiwiSaver scheme and want to make a complaint, please contact us at:
https://www.summer.co.nz/the-summer-scheme/about-us/complaints/

In this month's 'For My Money', Bevan Graham shares his insights on AI and specifically, the investment case that underp...
28/08/2026

In this month's 'For My Money', Bevan Graham shares his insights on AI and specifically, the investment case that underpins much of the current optimism.

Amid ageing populations and sluggish productivity, could AI ride to the rescue? Or is it over-hyped and doomed to fail?

Summer members can read the full article on our website: https://eupdate.forsythbarr.co.nz/ch/38797/3swz2/2902104/roZmbkQRz1W1Czen3mGW0n1moeIvruaPgnJ0YnGv.html
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Salt Investment Funds Limited is the issuer. Product Disclosure Statement for the Summer KiwiSaver Scheme is available at www.summer.co.nz

From today, the online log-in process for Summer involves an extra step. Known as 'Multi-Factor Authentication', or MFA ...
12/08/2026

From today, the online log-in process for Summer involves an extra step. Known as 'Multi-Factor Authentication', or MFA for short, it's all part of efforts to keep our Members even safer from cyber criminals.

Full details were included in a Member email sent out this morning. If you didn't receive the email, or if you have any questions, please visit here to see a range of 'Contact us' options: https://www.summer.co.nz/contact

And as a reminder, Summer will never ask you for your passwords. Always try and choose passwords that are difficult to guess. If you can, don't use the same password across multiple accounts.

Photo credit: Unsplash, Andy Bridge

We’re delighted to announce that Salt Investment Funds (Salt) is the new manager of the Summer KiwiSaver Scheme. Octagon...
07/08/2026

We’re delighted to announce that Salt Investment Funds (Salt) is the new manager of the Summer KiwiSaver Scheme. Octagon Asset Management remains as the investment manager.

Salt is proud to be part of a group that is 100% NZ-owned by SPH Wealth Holdings Limited. Our sister firms include Pathfinder Asset Management, and Helm Wealth Advisory.

Together, we’re on our mission to provide more New Zealanders with the financial solutions that can make a positive, long-term difference to their financial wellbeing.

Please note: If you’re a Member of the Summer KiwiSaver Scheme, your log-in details remain the same, as do our website and contact details. We have, however, opened an additional number for anyone who needs to call us from overseas: +64(0)9 243 1020. Our new privacy statement is available here: https://www.summer.co.nz/privacy-policy/

Here’s to an exciting future ahead!

Performance information is now available for all of the Summer funds – view it on our website: https://ow.ly/pjBL50Zqi0...
21/07/2026

Performance information is now available for all of the Summer funds – view it on our website: https://ow.ly/pjBL50Zqi05.

(Remember, past performance is not a reliable guide to future performance). Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure statement available at summer.co.nz.

In this month’s For My Money, Business Development Manager, Matt Hardwick explores why successful investing is often les...
21/07/2026

In this month’s For My Money, Business Development Manager, Matt Hardwick explores why successful investing is often less exciting than the headlines suggest. He also discusses how Octagon assesses high-profile IPOs and investment opportunities, highlighting the importance of valuation, discipline and maintaining a well-diversified portfolio rather than chasing the latest market trends.

Summer members can read the full article on our website: https://ow.ly/7QuF50ZqhZR

Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure Statement available at summer.co.nz

The latest Summer Insights newsletter is out now. In this month’s For My Money, Business Development Manager, Matt Hardw...
21/07/2026

The latest Summer Insights newsletter is out now.

In this month’s For My Money, Business Development Manager, Matt Hardwick explores why successful investing is often less exciting than the headlines suggest. He also discusses how Octagon assesses high-profile IPOs and investment opportunities, highlighting the importance of valuation, discipline and maintaining a well-diversified portfolio rather than chasing the latest market trends.

Stay informed - if you’re subscribed, check your emails, or if you would like to receive our monthly newsletter, register below on our website: summer.co.nz
Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure Statement available at summer.co.nz. For information relating to Martin Hawes, visit martinhawes.com.

Forsyth Barr: Ninety Years OnThis year Forsyth Barr turns 90. Forsyth Barr was established in Dunedin in 1936, when Rob...
12/07/2026


Forsyth Barr: Ninety Years On

This year Forsyth Barr turns 90. Forsyth Barr was established in Dunedin in 1936, when Robert ‘Peter’ Forsyth Barr founded a small sharebroking firm in the city’s Express Company Building. From those beginnings, Forsyth Barr has grown into one of New Zealand’s leading investment and wealth management firms.

Read the full report here: https://www.forsythbarr.co.nz/research-library/focus/

: Private Credit: Not All Credit is Created EqualGlobal private credit has attracted a wave of negative headlines in re...
01/07/2026

: Private Credit: Not All Credit is Created Equal

Global private credit has attracted a wave of negative headlines in recent months. Some of the concern is warranted, but it is important to understand what is really driving the pressure — and why New Zealand looks different.

Read the full report here: https://ow.ly/NSyH50ZjsFI

Performance information is now available for all of the Summer funds – view it on our website: https://www.summer.co.nz/...
23/06/2026

Performance information is now available for all of the Summer funds – view it on our website: https://www.summer.co.nz/our-funds/performance/performance-overview/

(Remember, past performance is not a reliable guide to future performance). Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure statement available at summer.co.nz.

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