Free Super Transfer. Smart Advice. Better Outcomes.
Whether you know where it is or not; if you’ve ever worked in Australia, it’s likely that you’ve built up an Australian Superannuation Fund whilst working. Whether it’s a little or a lot, bringing this money back to New Zealand with you has plenty of benefits.
If there’s one person who likes your money more than you do – It’s Australia! Transferring your Aussie Super home can be a painstaking process, particularly if you have limited knowledge as to the details of your fund and super provider.
At 9 Yards, we’ve become bloody legends at swiftly locating all relevant information pertaining to your Aussie Super fund. Finding your fund is one thing and bringing it home is another. Our experience in regularly transferring Aussie Supers home has helped us build systems that make this process as hands-off as possible for our clients.
Gain Clarity of Financial PositionKnowing exactly where your retirement fund is allows you to accurately plan your retirement! Having money scattered across different countries and being help 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 by our advisers ensures your money is gaining a strong return. By consolidating your Aussie Super and KiwiSaver Scheme, 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.
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