You can transfer your Australian superannuation into your Milford KiwiSaver Plan account.
Do you have retirement savings in Australia that you’re keen to bring across now you’re living in New Zealand?
Consolidating your retirement funds can simplify management of your investments – and now you are able to transfer your Australian super into a KiwiSaver account with Milford, provided relevant regulations are met.
To learn more about transferring your Australian super savings to your KiwiSaver account with Milford, or to open a KiwiSaver account with Milford, follow the simple steps below.
Once you have made the decision to make the transfer you will need to contact us to obtain the Australian super transfer letter.
You will then need to contact your Australian provider to apply to transfer your funds to Milford’s KiwiSaver Plan. It is important to keep in mind that you might have more than one Australian provider.
If you are unsure who your Australian provider or providers are you will need to contact the Australian Tax Office (ATO). You can call their super search line on +61 13 28 65 or visit their website here to find more information.
It is important to remember the rules above apply to the total lump sum you transfer from Australia, but not to any future investment returns on that lump sum.
1
Join Milford KiwiSaver Plan before you transfer
2
Get in touch with us to obtain the Australian super transfer letter.
3
If you are unsure who your Australian provider or providers are you will need to contact the Australian Tax Office on +61 13 28 65
FAQs
It could take up to 60 days for your Australian provider to transfer the funds to your Milford KiwiSaver Plan account.
If you choose to transfer your Australian super account, you will need to transfer the full amount. We can receive any account balance whether small or large.
If you meet the eligibility criteria and hold a Milford KiwiSaver account, you have the opportunity to request the transfer of any unclaimed superannuation funds from the Australian Tax Office (ATO) to your KiwiSaver.
Visit the Australian Tax Office (ATO) website to learn more and check you meet the requirements.
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Replacement Product Disclosure Statements are available here or on the relevant scheme’s offer register entry at the NZ Companies Office
Milford Funds Limited is the Manager and Issuer of the Milford KiwiSaver Plan and the Milford Investment Funds
