Gain Clarity of Financial PositionKnowing exactly where your money is (and how much you have) allows you to accurately plan your retirement! Having money scattered across different countries and being held in different currencies by numerous Super Providers presents unnecessary complexity when planning for the day you hang up your tools.
Ensure Strong Investment PerformanceTracking your Aussie Super becomes much more difficult after you leave the country, especially if it’s been a while since you last worked there. Bringing it home and placing it into a high-performing KiwiSaver fund recommended to you by our advisers ensures your money is gaining a strong return. By consolidating your Aussie Super and KiwiSaver account, it’s likely you’re reducing the total fee paid on your retirement fund – How Good!
Forgotten MoneyMany of our successful transferals have come from clients who worked in Australia over 20 or 30 years ago. Most of these clients had given up hope on their Super Fund ever returning to them. Thankfully, there are a few tips and tricks to identify and bring this money home. If this applies to you, it’s worth getting in touch.
Financial Adviser KiwiSaver & Investment 021 240 5683 robbie@9yardsfs.co.nz
Robbie is our financial adviser who specialises in investment & KiwiSaver. He has helped many families successfully transfer their Aussie Super to KiwiSaver all while realigning their money with their long-term retirement goals.
Use the button below to discuss with Robbie bringing your Aussie Super home!
No, there is no additional transfer fee.
Yes! Even with a lack of information relating to your Aussie Super, we can still manage to find it and bring it home.
Under the Trans-Tasman Portability Agreement, this transfer is generally tax-free.
The time it takes to complete the transfer can vary. Typically the entire process can take between 4-8 weeks.
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