By Fisher Funds
06 March, 2017
If you have lived and worked in Australia at some point in your life, you may have some superannuation that you can bring back to your KiwiSaver account. Over the past couple of years, we helped over 500 KiwiSaver members bring back more than $10m.
Whereas once this may have seemed like too much hard work, we can take care of the process for you. All we need is your authority to kickstart things. Simply complete and return this Aussie super Scheme Transfer Form to us, or give us a call/email to discuss further.
We can think of some pretty compelling reasons for you to bring your Aussie Super over and consolidate it with your KiwiSaver account:
You are probably paying two sets of administration fees. Consolidating your super into one KiwiSaver account may reduce the total cost of fees
It’s so much easier to see all your retirement savings in the one place
Making any changes to your account is much easier when dealing with a local NZ team
Having it all in one place gives you a better idea of what you actually have in NZ dollars.
Lots of Kiwis have lost track of which provider their Aussie Super is with. It’s estimated that AUS$5 Billion of “lost” super belongs to New Zealanders. Visit this page to find out what to do.
Or if you know your Australian Tax File Number (TFN) — visit the Australian Taxation Office “Super seeker” site.
Or talk to us about finding it for you.
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Disclaimer: Fisher Funds Management Limited ("Fisher Funds") is the issuer of the financial products referred to on this website. A replacement PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at companiesoffice.govt.nz/disclose. The information, calculations and any opinions on this website are based upon sources believed reliable, but Fisher Funds, its officers and directors make no representations as to their accuracy or completeness. All opinions reflect our judgment on the date of communication and are subject to change without notice. Professional investment advice should be taken before making an investment. Past performance is not a reliable guide to future performance. A disclosure statement is available from your financial adviser, on request and free of charge.
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