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Managing member benefits

Managing member benefits, tax file numbers, payments and notices of intent to claim deductions.

Last updated 30 August 2020

Members of most super funds can request that benefits be transferred into a fund of their choice.

A release authority is a document we give to a super fund to authorise release of a member's superannuation.

Government contribution super recovery notices are sent to funds to advise members who have received an overpayment.

The KiwiSaver scheme payment statement allows some funds to pay the balance of a member's benefits.

Search for lost super online using myGov, phoning our lost super search line or by completing a paper form (NAT 2476).

If you don't have a member's TFN, there can be income tax implications.

Members can claim or vary a tax deduction for personal super contributions.

Changes to calculating a debit from the commutation of a capped defined income stream.