If you’ve permanently moved to New Zealand, you could be able to transfer your Australian superannuation savings to the ASB KiwiSaver Scheme.
There are three good reasons to consider bringing your Australian superannuation to New Zealand:
Before you do anything, it’s a good idea to get some financial and tax advice because different investment and insurance options, fees, currency exchange rates and tax might have an impact on your transfer.
Your Australian super funds do remain subject to some Australian rules - even after you transfer them.
These rules apply to the lump sum you transfer, but not to any investment returns on that lump sum.
Provided you’re an ASB KiwiSaver Scheme member and you meet the following eligibility criteria, we’ll be able to help transfer your Australian super to New Zealand.
Getting started is simple - just complete the short Obtaining information from an Australian superannuation fund form that allows us to talk to your Australian superannuation provider. Once they confirm the details, we’ll get in touch with you about the next steps.
Ready for the next step? Join or transfer and start saving.
Interests in the ASB KiwiSaver Scheme (Scheme) are issued by ASB Group Investments Limited, a wholly owned subsidiary of ASB Bank Limited (ASB). ASB provides Scheme administration and distribution services. No person guarantees interests in the Scheme. Interests in the Scheme are not deposits or other liabilities of ASB. They are subject to investment risk, including possible loss of income and principal invested. For more information see the ASB KiwiSaver Scheme Product Disclosure Statement available from this website and the register of offers of financial products at www.business.govt.nz/disclose (search for ASB KiwiSaver Scheme).