Your hard earned money should work as hard as you do.
Garrison Bridge is a specialist superannuation scheme, registered in both Australia and New Zealand, for Australian and New Zealand residents. It is designed to help you save for your retirement and pays you a benefit when you do retire or as part of a transition to retirement.
Garrison Bridge offers you both passive and actively managed investment funds
Garrison Bridge is a Qualifying Recognised Overseas Pension Scheme (QROPS) which means you can transfer United Kingdom pension monies. Read more about QROPS here.
Garrison Bridge is also a Foreign investment zero-rate Portfolio Investment Entity (PIE) which means if you are a non-New Zealand resident or a transitional resident, you'll be able to elect to have a 0% Prescribed Investor Rate. Read more about the taxation implications of investing here.
What will your money be invested in?
Garrison Bridge offers you eight investment funds - two in New Zealand Dollars, one in Australian Dollars and five in Pound Sterling - (each a Fund) to choose from.
Garrison Bridge uses four leading investment managers to manage your money:
- BlackRock – the world’s largest investment manager with USD $6.5 trillion in assets under management as of April 2019
- Vanguard – with over USD $5.3 trillion in assets under management as of March 2019 Vanguard is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs)
- Simplicity NZ– a leading investment manager in New Zealand with over NZD $800 million in assets under management as of May 2019
- TAM Asset Management – a leading London-Based investment manager.
Garrison Bridge offers you eight investment funds
For more information on each of the Funds, including the underlying asset allocation, see the individual fund information pages.
NZD Conservative Fund
The NZD Conservative Fund is a New Zealand dollar denominated fund employing a passive management strategy invested in 80% income assets (New Zealand fixed interest), with a 20% exposure to growth assets (New Zealand equities).
NZD Growth Fund
The NZD Growth Fund is a New Zealand dollar denominated fund employing a passive management strategy invested in 80% growth assets (New Zealand equities), with a 20% exposure to income assets (New Zealand fixed interest).
AUD Balanced Fund
The AUD Balanced Fund is an Australian dollar denominated fund employing a passive management strategy invested in 60% growth assets (international equities), with a 40% exposure to income assets (international fixed interest).
GBP Conservative Fund
The GBP Conservative Fund is a Great British pound denominated fund employing a passive management strategy invested in 80% income assets (international fixed interest), with a 20% exposure to growth assets (international equities).
GBP Growth Fund
The GBP Growth Fund is a Great British pound denominated fund employing a passive management strategy invested in 80% growth assets (international equities), with a 20% exposure to income assets (international fixed interest).
GBP Moderate Active Fund
A Great British denominated fund that seeks to generate a modest return but with a more cautious approach to attaining capital growth over the short to medium term. The Fund will invest in an actively managed and diversified portfolio of fixed...
GBP Balanced Active Fund
A Great British pound denominated fund that seeks to generate modest capital growth over the medium to long-term and return above the rate of inflation. The Fund will be invested in an actively managed and diversified portfolio of equity, fixed income, absolute return, property and commodity investments at various parts of the economic cycle.
GBP Growth Active Fund
A Great British pound denominated fund that seeks to generate capital growth over the medium to long-term. The Fund will invest in an actively managed and diversified portfolio of equity, fixed income, absolute return, property, alternative and commodity investments at various parts of the economic cycle.
Financial Advisers
Call or email us to discuss how Garrison Bridge could work for your clients.