Australian Superannuation & Transfers

We can help transfer your Australian Superannuation to New Zealand via KiwiSaver.

Many New Zealanders and other country nationals have worked in Australia since 1992 and contributed to the Australian Superannuation Guarantee system.

From the 1st July 2013 you will be able to transfer your Aussie Super across the Tasman. If you intend to live in New Zealand or currently do so, then you want to consider whether you should transfer your superannuation to New Zealand.

In 2009 both governments agreed in a memorandum of understanding that Australian superannuation can be transferred back to New Zealand, on a voluntary basis and on the condition these funds are transferred into a registered KiwiSaver scheme. From the 1st July 2013 you will be able to transfer these funds.

In reverse, Australians currently resident in New Zealand can transfer their KiwiSaver savings into a registered Australian superannuation scheme, if they are permanently emigrating to Australia.

New Zealand has already passed this legislation in 2010 and while Australian legislation is progressing during 2011, expected to be enacted by year-end, we can help you in the following ways to be ready for these important changes:

• Set up a KiwiSaver account with us – If you already have one, talk with us about preparing your account for your super fund transfer
• Keep you up to date with the changes and help assist in transferring your Australian Super to New Zealand once the laws passes
  Contact us now to discuss your Australian Superannuation.