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  • Apply to transfer ATO-held unclaimed super to New Zealand

    New Zealand permanent residents and citizens can use this form to transfer ATO-held unclaimed super money.

    On this page

    Get the application form

    Download the Application for transfer of ATO-held USM to New Zealand (NAT 75399, PDF 261KB)This link will download a file.

    What you can do with this application

    You can use this application to transfer your ATO-held unclaimed super money (USM) to either your:

    • KiwiSaver scheme provider, or
    • New Zealand financial institution (if you're 65 years or older or the amount is less than $200). It's important to provide the correct account details, as we may be unable to recover money paid to an incorrect account.

    You must meet the eligibility conditions.

    Check your KiwiSaver scheme is participating

    Before you complete the application, check that your KiwiSaver scheme is on the following list of providers participating in the Trans-Tasman retirement savings portability scheme. Also check directly with them that they're participating and will accept payments of ATO-held USM.

    Trans-Tasman retirement savings portability scheme providers

    KiwiSaver provider Name

    Alternate name

    NZBN number

    Always-Ethical Limited

    AE KiwiSaver Plan


    AMP Wealth Management New Zealand Limited

    AMP KiwiSaver Scheme


    ANZ New Zealand Investments Limited

    ANZ Default KiwiSaver Scheme


    ANZ New Zealand Investments Limited

    ANZ KiwiSaver Scheme


    ANZ New Zealand Investments Limited

    OneAnswer KiwiSaver Scheme


    BNZ Investment Services Limited

    BNZ KiwiSaver Scheme


    BT Funds Management (NZ) Limited

    Westpac KiwiSaver Scheme


    Craigs Investment Partners Superannuation Management Limited

    Craigs KiwiSaver Scheme


    Fisher Funds Management Limited

    Fisher Funds KiwiSaver Scheme


    Fisher Funds Management Limited

    Fisher Funds TWO KiwiSaver Scheme


    Forsyth Barr Investment Management Limited

    Summer KiwiSaver Scheme


    Funds Administration New Zealand Limited

    Lifestages KiwiSaver Scheme


    Generate Investment Management Limited

    Generate KiwiSaver Scheme


    Implemented Investment Solutions Limited

    Aurora KiwiSaver Scheme


    Implemented Investment Solutions Limited

    InvestNow KiwiSaver Scheme


    Kiwi Wealth Limited

    Kiwi Wealth KiwiSaver Scheme


    Koura Wealth Limited

    Koura KiwiSaver Scheme


    Mercer (N.Z.) Limited

    Mercer KiwiSaver Scheme


    Mercer (N.Z.) Limited

    New Zealand Defence Force KiwiSaver Scheme


    Milford Funds Limited

    Milford KiwiSaver Plan


    New Zealand Funds Management Limited

    NZ Funds KiwiSaver Scheme


    Nikko Asset Management New Zealand Limited

    Nikko AM KiwiSaver Scheme


    PIE Funds Management Limited

    JUNO KiwiSaver Scheme


    QuayStreet Asset Management Limited

    QuayStreet KiwiSaver Scheme


    Simplicity NZ Limited

    Simplicity KiwiSaver Scheme


    Smartshares Limited

    SuperLife KiwiSaver Scheme


    SuperEasy KiwiSaver Scheme

    SuperEasy KiwiSaver Scheme LGSTL


    What you need to apply

    To complete the application and enable us to match your ATO-held USM and transfer your money, you will need to provide your:

    • Australian tax file number (TFN) – if you don't remember your TFN, see Lost or stolen TFN
    • passport number
    • Australian super fund membership number
    • New Zealand residential and/or postal address
    • residential address when living in Australia
    • if transferring to a KiwiSaver scheme, you will need the scheme provider's details to ensure your funds are deposited into the correct account
      • KiwiSaver scheme provider name
      • KiwiSaver provider's New Zealand Business Number
      • KiwiSaver scheme name
      • KiwiSaver scheme number
      • KiwiSaver scheme membership number
      • personal KiwiSaver membership number
    • current email address so we can advise you whether your application has progressed, or if you need to re-apply with more information.

    Your KiwiSaver scheme provider can help you with this information.

    How to lodge your application

    We can only accept paper applications to transfer ATO-held USM to your nominated KiwiSaver scheme.

    Once you have completed the form, send it to:

    Australian Taxation Office
    PO Box 3578
    ALBURY  NSW  2640

    Last modified: 25 Jul 2023QC 67517