If you have funds in Australian Super we can help you consider the pros and cons of consolidating your retirement savings in KiwiSaver.

Key points to consider: 

• You must belong to a KiwiSaver scheme that will accept your Australian transfer
• The tax treatment of Austrlain Super differs from KiwiSaver
• You can withdraw your Australian super funds from KiwiSaver when you turn 60 provided you satisfy the Australian definition of retired
• Australian Super can’t be used to purchase a first home or to count toward KiwiSaver HomeStart Grant eligibility
• If you permanently migrate to a country other than New Zealand or Australia, you won’t be able to take your Australian Super with you
• If you’re already retired, you may be able to withdraw your Australian Super balance and set up an investment portfolio in New Zealand with our help.

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