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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.

Last updated 26 March 2024

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


Booster Investment Management Limited

Booster 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


Fisher Funds Wealth Limited Fisher Funds Kiwi Saver Plan 9429034404119

Forsyth Barr Investment Management Limited

Summer KiwiSaver Scheme


Funds Administration New Zealand Limited

Lifestages KiwiSaver Scheme


Generate Investment Management Limited

Generate 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