Worked in NZ and now in AUS?
Bring your Kiwisaver Balance across the ditch with First Super.

With First Super, your KiwiSaver can join you in Australia. Avoid wasteful fees and taxes on your KiwiSaver and consolidate your money for retirement. Bring your balance across the ditch to First Super today.

Note:

• First Super is one of only a handful of superannuation funds which accepts KiwiSaver Transfers.
• By law, KiwiSaver balances cannot be rolled into a superannuation fund that does not accept KiwiSaver.
• KiwiSaver account balances can only be rolled into another superannuation fund that accepts KiwiSaver Transfers.

Avoid wasteful fees and taxes

If you’re about to become a non-resident of New Zealand for tax purposes (‘officially’ moved to Australia!) or are already living in Australia, consider transferring your KiwiSaver to a KiwiSaver-accepting fund such as First Super, to save on admin fees and taxes.

If you leave your KiwiSaver in New Zealand, it will be taxed at a rate of 28% on the investment earnings in your KiwiSaver each year. Plus, you’ll be paying annual admin fees.

If you transfer your KiwiSaver to a KiwiSaver-accepting fund, investment earnings will be taxed at 15%. Admin fees still apply, but if you combine your KiwiSaver and Superannuation into a KiwiSaver accepting fund such as First Super, not only will you enjoy the benefits of compound interest, but you’ll also only pay one set of administration fees.

KiwiSaver in Australia

It’s important to understand that once you transfer your KiwiSaver into First Super, it can only be transferred to another KiwiSaver-accepting fund, of which there are only a handful. By law, you cannot move it from your new Superannuation fund to a fund that doesn’t take KiwiSaver.

If you move back to New Zealand you can transfer both your KiwiSaver and Australian Superannuation back to a KiwiSaver fund.

How do I bring over My Kiwisaver Balance?

To transfer your KiwiSaver to First Super, you must:

• be (or become) a First Super member*
• have an Australian Tax File Number (TFN)
• provide your home address in Australia
• transfer your whole KiwiSaver balance
• tell your New Zealand KiwiSaver fund you want to transfer your KiwiSaver to Australia. You will need to complete their KiwiSaver transfer form and fulfil any of the fund’s requirements**
• contact First Super by phone 1300 360 988 to have an acceptance confirmation document provided, and to discuss any other requirements
• send the paperwork to mail@firstsuper.com.au or mail First Super, PO Box 666, South Carlton, VIC 3053.

How do I know the transfer is complete?

Once First Super receives your paperwork and the transfer of your KiwiSaver is completed, we will send you a letter to confirm:

• that we received the roll-in and the date we received the funds
• the total funds received from your KiwiSaver

Find out more about the KiwiSaver Transfer process.

FAQs

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We’re here to help. So let’s talk.

If you would like help transferring your KiwiSaver to Australia, or have any other questions about your super, please call our Member Services Team on 1300 360 988, or email us.