Can I transfer my KiwiSaver investment to my Australian Super Scheme?
Yes, you can. Please send us an email (contact@investnow.co.nz) and we will send you a form to complete, along with supplying the following supporting documents:
- Proof of your Australian Superannuation Fund’s bank account. It must show the bank account name, bank account number, swift code, and logo of the bank.
- A letter from your Australian Superannuation Fund confirming that they accept KiwiSaver transfers.
- Evidence of your permanent residence at an Australian address, for example:
- a copy of a property sale and purchase agreement; or
- tenancy/leasing agreement for an overseas property; and
- recent utility bill; or bank statement
- Evidence of your departure from New Zealand, for example:
- evidence of confirmed travel arrangements; or
- passport evidence; or
- evidence of any necessary visas or shipping contracts/documentation; or
- evidence of Australian employment, i.e. a copy of a contract or letter from your Australian employer; or
- evidence of your Australian tax status issued by the relevant Australian tax authority
Upon completion, please return the Transfer Form, and supporting documents us and we will be in touch should we have any questions.