Australian Super Transfer
Transfer Australian Super to your KiwiSaver Scheme
In the event of a permanent relocation to New Zealand, it may be possible to transfer the accumulated Australian superannuation savings to a KiwiSaver scheme.
Such a transfer can benefit individuals by consolidating their retirement savings in a single account.
It is important to note that eligibility criteria and transfer processes may vary, and therefore, it is advisable to seek professional advice and guidance before initiating the transfer. Eg tax advice, foreign currency exchange rate, insurance.
Benefits to transferring your Australian Super to your KiwiSaver
There are three good reasons to consider bringing your Australian superannuation to New Zealand:
- Reduced fees. If you have got Australian super and KiwiSaver, you are probably paying two sets of fees. Combining the two is likely to reduce your overall costs.
- No entry or exit taxes. Currently there are no entry or exit taxes charged when transferring your Australian super funds.
- Easier management. Having all your investments in one place will make keeping track of your savings easier.
Once you have decided you want to make a transfer, you will need to contact us to assist with the application process to transfer your funds to your KiwiSaver account.
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