Transfer Australian Super

Glynns Financial will transfer your Australian super fund to KiwiSaver in New Zealand

Transferring your Australian superannuation to KiwiSaver or another New Zealand retirement savings scheme provides a number of benefits:

It will enable you to consolidate your retirement savings in your country of residence.

You will avoid paying fees and charges on accounts in two countries.

You will have easy access to information on your total retirement savings, providing greater reporting and transparency.

Transfers of retirement savings from Australia to New Zealand are exempt from any entry or exit taxes.

The New Zealand tax regime is generally more advantageous to New Zealand resident investors than the Australian regime.

Glynns Financial will advise you on the best KiwiSaver scheme that both matches your needs and efficiently processes Australian superannuation transfers. Contact us to set up your free appointment with a financial consultant on the North Shore.

We make transferring your Australian super to KiwiSaver easy

Have you worked in Australia at all since 1992? If so, then it is likely you have money sitting in an Australian superannuation account. Trans-Tasman superannuation portability took effect on 1 July 2013, enabling transfers from Australian super to your KiwiSaver scheme.

In conjunction with our KiwiSaver partners, Glynns Financial will liaise with your Australian super provider to move your funds to New Zealand efficiently. We will make getting your Australian superannuation back to New Zealand hassle-free. Let our financial advisers guide you through the process.

Let Glynns Financial determine if transferring your superannuation fund from Australia back to NZ makes financial sense

Can you be certain that moving your superannuation from Australia back to New Zealand is in your best interests? As our financial advisers possess a deep knowledge base about previous and current legislation, you can rely on Glynns Financial to offer solid, independent advice.

It is important that you understand all the elements of transferring your Australian super to New Zealand, including exchange rates risk, legislative changes and whether your individual plan may have tied-in insurance policies which could impact on the overall returns you may receive.

To arrange a free consultation with our independent investment adviser in Auckland, contact Glynns Financial today. We look forward to hearing from you.