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It’s not compulsory to transfer your super, but it might make sense if you’re not planning on returning to Australia. It’s up to you, you can choose to keep your Mercy Super account open if you wish.

Eligibility

To transfer your Mercy Super account to your KiwiSaver account, you must:

  • Have left Australia to permanently live in New Zealand
  • Provide details of your current KiwiSaver scheme account
  • Completed all the relevant details on the KiwiSaver account transfer request form including any proof of identity documents as well as a completed and witnessed New Zealand statutory declaration

Conditions that apply to your super transferred to a KiwiSaver account

  • Only whole balance transfers can be made to your KiwiSaver account, no partial transfers. This means your Mercy Super account will be closed and any insurance cover provided as part of your account will cease.
  • Accounts that contain an untaxed element cannot be transferred
  • Your Australian-sourced savings within your KiwiSaver account cannot be:
    • Used to purchase your first home
    • Moved to a third country
    • Accessed until you turn 60 and satisfy the Australian definition of ‘retirement’ at that age

What you need to provide

To transfer your Mercy Super account to your KiwiSaver account, you need to provide:

  • A completed KiwiSaver account transfer request form which includes details of your eligible KiwiSaver account that can accept the transfer
  • Proof of your identity in a certified document
  • Proof of your New Zealand residential address if it is not provided in your proof of identify document – such as a recent power bill, rate notice or bank statement
  • A signed and witnessed New Zealand statutory declaration confirming that you have permanently emigrated from Australia to New Zealand

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