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
- 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 for Trans-Tasman retirement savings transfers.
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.
|
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 |
|
Fisher Funds Wealth Limited |
Fisher Funds Kiwi Saver Plan |
9429034404119 |
|
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 |
|
Kernel Wealth Limited |
Kernel KiwiSaver Plan |
9429047045989 |
|
Koura Wealth Limited |
Koura KiwiSaver Scheme |
9429047276772 |
|
Mercer (N.Z.) Limited |
Mercer KiwiSaver Scheme |
9429040873121 |
|
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 |
|
Pathfinder Asset Management Limited |
Pathfinder KiwiSaver Plan |
9429032418927 |
|
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 |
9429038512483 |
|
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 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