Moving retirement savings overseas


Emigration ease

Moving retirement savings overseas

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Moving overseas can be both an exciting and stressful time. Our Financial Planners can help take the stress out of at least one thing - transferring your retirement savings. 

Moving to Australia from New Zealand

The Trans-Tasman portability scheme allows for migrating New Zealand members to transfer their KiwiSaver funds to an APRA (Australian Prudential Regulation Authority) approved, complying fund. However, until recently no Australian super fund offered this service. In October 2014 West Australian super fund WA Super began offering this service.

Lucky for us, Western Financial is part of a subsidiary with a WA Super so we have an in-depth knowledge and understanding of the do's and don'ts to pass on to you. 

Our Financial Planners can take you through strategies to maximise your retirement savings including all the ins and outs of transferring your KiwiSaver funds to WA Super including:
►Your eligibility
►Reasons to transfer
►Tax and your pension
►Fees and the effects of the exchange rate
►Your reporting requirements
►How long the process will take
►Future forecasting