Since 1 July 2013, people have had the option of transferring retirement savings between Australia and New Zealand after emigrating from one country to the other under the Trans-Tasman Retirement Savings Portability Scheme.
If you have moved to live permanently in Australia, or are planning to do so, you may be interested in combining your KiwiSaver scheme savings into an Australian superannuation account.
First Super is one of the few Australian super funds that can accept a transfer of KiwiSaver scheme savings.
We can accept both your KiwiSaver scheme transfer to your First Super account AND your Super Guarantee Contributions from your Australian employer.
How to transfer your KiwiSaver to First Super
First, join First Super online, which will take about 5 minutes.
When you join online, you’ll be given a member and account number. You will then need to:
- contact us and request a KiwiSaver Acceptance Letter (KSAL)
- provide us with your First Super member number
- give us details of your KiwiSaver fund (name and address).
Once we have this information, we can provide you with a KSAL, which you will need for the KiwiSaver transfer process.
The process of transferring your KiwiSaver over to First Super will differ depending on your KiwiSaver Fund.
HERE OR THERE?
All other KiwiSaver funds
Step 1.
Join First Super online and receive your member number (takes 5 minutes)
Step 2.
Contact us with:
- your First Super member number
- your KiwiSaver fund details (name and address)
- request a First Super KiwiSaver Acceptance Letter (KSAL)
Step 3.
Contact your KiwiSaver fund and:
- request Trans-Tasman Portability form forms (note the form may be called something else)
- complete the forms and send to First Super
Step 4.
First Super will complete and sign forms and send onto your KiwiSaver Fund. Your KiwiSaver will process the forms*
Step 5.
First Super will send you confirmation when the funds have been received
The transfer process takes 4–6 weeks.
*We recommend you follow up with your KiwiSaver fund to confirm they have all the correct documents.
ANZ KiwiSaver and Booster KiwiSaver
Step 1.
Join First Super online and receive your member number (takes 5 minutes)
Step 2.
Contact us with:
- your First Super member number
- your KiwiSaver fund details (name and address)
- request a First Super KiwiSaver Acceptance Letter (KSAL)
Step 3.
Contact your KiwiSaver fund and:
- request Trans-Tasman Portability form forms (note the form may be called something else)
- complete the forms and send to First Super
Step 4.
We recommend you contact your KiwiSaver fund to ensure they have everything they need in order to process your KiwiSaver transfer
Step 5.
First Super will send you confirmation when the funds have been received
The transfer process takes 4–6 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 fund. 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 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.
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.
