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Complete the "get started” form by clicking here, call us on 0800 42 1966, or send us an email.
We will email you Authority To Act forms and our Client Engagement Terms. Send these to us and we will forward them to your Australian Super provider.
You will then need to apply for membership of the the New Zealand owned Booster KiwiSaver Scheme – If you are already a member of another KiwiSaver we will apply to have any funds transferred into your new scheme.
We will complete your Australian Super transfer forms for your signature – we may need some supporting documents but we will do the rest.
Once the transfer has been approved we will let you know that your savings have been transferred to Booster and invested in your funds as agreed with our Financial Adviser.
Consolidating your savings into one New Zealand account will help you stay on top of your retirement savings by enhancing visibility and providing access to regular consolidated reporting.
Having your Superannuation savings in the country where you are living and where you plan to retire may help you better understand the value of your savings relative to your projected retirement living costs. This may also make it easier for you to access comprehensive advice from a New Zealand qualified Financial Adviser.
It may also help you minimise the cost of managing your superannuation benefits, for instance paying one set of management fees.
As per the mandatory closure of non-essential businesses during the level 4 lockdown implemented by the New Zealand Government at 11:59pm on Tuesday the 17th of August, our offices will be closed from Wednesday the 18th of August.
We will reopen as soon as possible inline with government announcements. If you have an appointment with us over this period a member of our team will be in touch to reschedule.
We thank you for your patience during this time and will provide more information as it becomes available to us. Please stay safe.
The Financial Migration Group Team