First Super makes it easy for you to transfer your KiwiSaver.
NZRelo has partnered with industry super fund, First Super, KiwiSaver transfer specialists. They can help you transfer your KiwiSaver to Australia. Known for their personalised services as well as strong long-term returns, First Super has helped thousands of New Zealanders successfully transfer their KiwiSaver to Australia.
Before you transfer your KiwiSaver
There are important rules you need to be aware of before you transfer your KiwiSaver to Australia. These have been set by the Australian government:
- You can only transfer your KiwiSaver to an Australian Prudential Regulation Authority (APRA) fund which accepts KiwiSavers.
- Out of 100+ super funds in Australia, only a handful accept KiwiSaver Transfers, of which First Super is one.
- Once you have transferred your KiwiSaver to a KiwiSaver accepting fund in Australia you cannot transfer to another superannuation fund, unless that fund is an APRA KiwiSaver accepting fund.
- If you migrate back to New Zealand, you can transfer your KiwiSaver and superannuation to a KiwiSaver scheme of your choice.
- It is not compulsory for a superannuation fund to accept KiwiSaver transfers.
- You must transfer the whole balance of your KiwiSaver (limits apply)
See full details on the rules of KiwiSaver Transfers.
How to transfer your KiwiSaver to First Super
Step 1.
Simply join First Super online (takes 5 minutes). Make note of your member number.
Step 2.
Download your KiwiSaver Acceptance Letter (KSAL). This letter confirms to your KiwiSaver scheme that First Super is a KiwiSaver accepting fund and First Super can accept your KiwiSaver transfer to Australia.
You will need your First Super Member number to access your KiwiSaver Acceptance Letter.
Step 3.
Contact your KiwiSaver scheme and request the ‘Trans-Tasman Portability’ forms (note the forms may be called something else).
Print and complete the Trans-Tasman Portability forms.
Step 4.
Send or email the Trans-Tasman Portability form along with the KSAL to your KiwiSaver scheme.
That’s it. We recommend you follow up with your KiwiSaver scheme to confirm they have all the correct information they need to process your KiwiSaver transfer.
Confirmation
Your KiwiSaver scheme will notify you when they have processed and transferred your KiwiSaver to First Super.
It takes a few days before you can see your KiwiSaver transfer in your account. First Super will send you confirmation once your KiwiSaver is in your actual account.
The whole transfer process takes approximately 2–6 weeks.
KiwiSaver Trans-Tasman Portability forms
It’s important to note that your KiwiSaver fund may call this form something else, such as a Permanent Emigration Transfer Request form. Usually, the form requires you add some or all of the following information:
- Provider name: First Super
- Postal address: First Super, PO BOX 666, Carlton South, VIC 3053
- Email: mail@firstsuper.com.au
- Phone: 1300 360 988 / +613 8663 2110
- ABN: 56 286 625 181
- SPIN & USI: FIS0001AU
- Your First Super account number
- Your First Super member number
- First Super’s bank details can be found on the KSAL.
Remember to send all completed forms, supporting documentation and KSAL to your KiwiSaver scheme. We recommend you contact them a day or two later to check that they have all the information they need in order to process the KiwiSaver transfer.
NOTE: Once you have transferred your KiwiSaver to an Australian KiwiSaver accepting fund such as First Super, your KiwiSaver funds cannot then be rolled out to an SMSF or to a non-KiwiSaver participating APRA super fund.
WE’RE HERE TO HELP. SO GET IN TOUCH.
If you would like help transferring your KiwiSaver to Australia, or have any other questions about your super, please call First Super’s Member Services Team on 1300 360 988, use the live chat on this webpage or email First Super.
This is a sponsored advertising promotion by First Super Pty Limited (ABN 42 053 498 472, AFSL 223988) as trustee of First Super (ABN 56 286 625 181).
This document contains general advice which has been prepared without taking into account your objectives, financial situation or needs. You should consider whether the advice is appropriate for you and read the Product Disclosure Statement before making any investment decisions. To obtain a copy of the PDS or Target Market Determination please contact First Super on 1300 360 988 or visit our website www.firstsuper.com.au.
