Transferring your Australian Super to NZ

You may be able to bring your Australian Super home with you.

Getting started

If you have money in certain Australian complying superannuation schemes or Australian Taxation Office (ATO) held unclaimed super money, you may be able to transfer it to your KiwiSaver account with ANZ Investments. To find out whether you can transfer your Australian Super, talk to the ATO or your Australian provider first – they’ll be able to advise you.

Here you’ll find information on the benefits of transferring your Australian Super, what to think about, and what you need to do.

Why transfer your Australian Super?

Everyone’s situation is different, but there are some good reasons to consider transferring your Australian Super Scheme to your KiwiSaver account with ANZ.


Reducing fees

You may be paying administration fees and unnecessary insurance premiums on your Australian Super, which can eat into your returns. Transferring your money to your ANZ KiwiSaver account means fewer fees to pay.


Easier to manage

Consolidating your retirement savings into one KiwiSaver account makes it easier to stay on top of your investment – and with ANZ you can manage your KiwiSaver savings and ANZ accounts online, all in one place.


One currency

Consolidating your retirement funds into one KiwiSaver account means you know exactly how much money you have in your home currency.

What you need to consider

Transferring your Aussie Super may not be the best option for everyone. Here are some things to consider before applying.


Getting advice

We recommend speaking to your financial adviser to understand all the consequences before deciding to transfer your Australian Super to KiwiSaver.

How to transfer your Australian Super

To transfer your Australian superannuation to your ANZ KiwiSaver Scheme you’ll need to apply through your Australian provider or providers. Here’s what you need to do:


1. Confirm your Australian provider(s)

If you’re not sure who your Australian provider or providers are, contact the Australian Tax Office (ATO) on +61 2 6216 1111. You’ll need to provide:

  • Your full name and date of birth
  • Address(es) where correspondence from the ATO about your Australian Superannuation may have been sent to you.

2. Apply for a transfer

Contact your Australian provider(s) to apply to transfer your funds to your ANZ KiwiSaver account.

They will provide you with the relevant forms and statutory declaration to complete, and advise you of any other documentation they may require. If they require ANZ’s bank details, please call us on 0800 736 034.


3. Once you’ve supplied the required documentation

Your Australian provider has 30 days to assess your application. Once approved it may take another 30 days to transfer the funds.

What if you’ve got ATO-held unclaimed super money?

The ANZ-managed KiwiSaver schemes are participating schemes for the purposes of an ATO-held unclaimed super money transfer. You will need to apply to the ATO directly to transfer your funds to your ANZ-managed KiwiSaver scheme. 

You can find more information on the process, including eligibility and other conditions, and the ATO’s application form on the ATO website.

It is important that the correct information is included on the application, and the personal details you provide match what the ATO have on their system. Please find the details you need for the ANZ KiwiSaver Scheme and ANZ Default KiwiSaver Scheme below:


ANZ KiwiSaver Scheme

  • KiwiSaver scheme provider: ANZ New Zealand Investments Limited
  • NZ business number of scheme provider: 9429039355140
  • KiwiSaver scheme name: ANZ KiwiSaver Scheme
  • KiwiSaver scheme number: SCH11062
  • KiwiSaver scheme membership number: Your ANZ customer number

ANZ Default KiwiSaver Scheme

  • KiwiSaver scheme provider: ANZ New Zealand Investments Limited
  • NZ business number of scheme provider: 9429039355140
  • KiwiSaver scheme name: ANZ Default KiwiSaver Scheme
  • KiwiSaver scheme number: SCH11063
  • KiwiSaver scheme membership number: Your ANZ customer number

If applying to transfer your ATO-held unclaimed super money directly to your ANZ bank account (i.e. if you are 65 years or older, or the amount is less than AUD200) please use the details below:

  • Bank name: ANZ Bank New Zealand Limited
  • Bank address: Ground floor, ANZ Centre, 23-29 Albert Street, Auckland, New Zealand
  • SWIFT code: ANZBNZ22

Once you have completed the ATO’s application form you will need to post it to:

Australian Taxation Office
PO Box 3578
Albury, NSW 2640
Australia

Please allow time for postage, and processing by the ATO. Transfers of unclaimed monies are processed every six months.

Not a member yet?

If you want to transfer your funds to the ANZ KiwiSaver Scheme but you’re not a member yet, simply join online.

From overseas: +64 9 356 4000

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Important information

ANZ New Zealand Investments Limited ('ANZ Investments') is the issuer and manager of the ANZ KiwiSaver Scheme and the ANZ Default KiwiSaver Scheme (together, the 'schemes'). Important information is available under terms and conditions. Download the guide and product disclosure statement.

The ANZ Default KiwiSaver Scheme is no longer a default scheme and is closed to new members. Important information about the ANZ Default KiwiSaver Scheme is available on our Document and forms page and by searching ‘ANZ Default KiwiSaver Scheme’ on the offer register at disclose-register.companiesoffice.govt.nz.

Investments in the schemes are not deposits in or liabilities of ANZ Bank New Zealand Limited, Australia and New Zealand Banking Group Limited, or their subsidiaries (together ‘ANZ Group’). ANZ Group does not stand behind or guarantee ANZ Investments. Investments in the schemes are subject to investment risk, including possible delays in repayment, and loss of income and principal invested. ANZ Group will not be liable to you for the capital value or performance of your investment.