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, you may be able to transfer it to your KiwiSaver account with ANZ. To find out whether you can transfer your Australian Super, talk to 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
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 fun
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.
Call us
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From overseas: +64 9 356 4000
Talk to an ANZ Investment Adviser
Monday to Friday, 8:30am - 5pm
Visit us
Find your local branch and make an appointment to visit us.
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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.