ato logo
Search Suggestion:

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 29 November 2023

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

9429030119529

AMP Wealth Management New Zealand Limited

AMP KiwiSaver Scheme

9429038259210

ANZ New Zealand Investments Limited

ANZ Default KiwiSaver Scheme

9429039355140

ANZ New Zealand Investments Limited

ANZ KiwiSaver Scheme

9429039355140

ANZ New Zealand Investments Limited

OneAnswer KiwiSaver Scheme

9429039355140

BNZ Investment Services Limited

BNZ KiwiSaver Scheme

9429032532593

Booster Investment Management Limited

Booster KiwiSaver Scheme   

9429037597320

BT Funds Management (NZ) Limited

Westpac KiwiSaver Scheme

9429039285126

Craigs Investment Partners Superannuation Management Limited

Craigs KiwiSaver Scheme

9429033762876

Fisher Funds Management Limited

Fisher Funds KiwiSaver Scheme

9429037864354

Fisher Funds Management Limited

Fisher Funds TWO KiwiSaver Scheme

9429037864354

Forsyth Barr Investment Management Limited

Summer KiwiSaver Scheme

9429032905229

Funds Administration New Zealand Limited

Lifestages KiwiSaver Scheme

9429036803323

Generate Investment Management Limited

Generate KiwiSaver Scheme

9429030374034

Kiwi Wealth Limited

Kiwi Wealth KiwiSaver Scheme

9429034404119

Koura Wealth Limited

Koura KiwiSaver Scheme

9429047276772

Mercer (N.Z.) Limited

Mercer KiwiSaver Scheme

300023701342

Mercer (N.Z.) Limited

New Zealand Defence Force KiwiSaver Scheme

9429040873121

Milford Funds Limited

Milford KiwiSaver Plan

9429033222271

New Zealand Funds Management Limited

NZ Funds KiwiSaver Scheme

9429039444158

Nikko Asset Management New Zealand Limited

Nikko AM KiwiSaver Scheme

9429038788291

PIE Funds Management Limited

JUNO KiwiSaver Scheme

9429033253800

QuayStreet Asset Management Limited

QuayStreet KiwiSaver Scheme

9429033184531

Simplicity NZ Limited

Simplicity KiwiSaver Scheme

9429041767092

Smartshares Limited

SuperLife KiwiSaver Scheme

300024097110

SuperEasy KiwiSaver Scheme

SuperEasy KiwiSaver Scheme LGSTL

9429039129734

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
AUSTRALIA

QC67517