KiwiSaver transfer process. How to transfer your KiwiSaver. Image includes smiling mother and daughter.
KiwiSaver transfer process. How to transfer your KiwiSaver. Image includes smiling mother and daughter.
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KiwiSaver transfer process

We’ve helped thousands of people successfully transfer their KiwiSaver over to Australia.

We’re here to answer all your KiwiSaver transfer questions and we’ll help you through every step of the process. Transfer your KiwiSaver today in just four steps.

Before you transfer

How to transfer your KiwiSaver to First Super

Step 1

Simply join First Super online (takes 5 minutes). Make note of your member number.

Step 2

Contact us and request a KiwiSaver Acceptance Letter (KSAL). You will need to provide the KSAL to your KiwiSaver fund for your KiwiSaver transfer.

For the KSAL you will need to provide us with:

  • your First Super member number
  • your current KiwiSaver Fund details

Step 3

Contact your KiwiSaver Fund and:

  • request Trans-Tasman Portability forms (note the form may be called something else)
  • complete and sign the forms

Step 4

Send all completed forms, supporting documentation and First Super’s KSAL back to your KiwiSaver fund.

We recommend you follow up with your KiwiSaver fund to confirm they have all the correct information they need to process your KiwiSaver transfer.

Confirmation

Your KiwiSaver fund will notify you when they have processed and transferred your KiwiSaver to First Super.

It takes a few days before you can see your KiwiSaver transfer in your account. We’ll send you confirmation once your KiwiSaver is in your actual account.

The whole transfer process takes approximately 2–6 weeks.

KiwiSaver Trans-Tasman Portability forms

It’s important to note that your KiwiSaver fund may call this form something else, such as a Permanent Emigration Transfer Request form.

Usually, the form requires you add some or all of the following information:

  • Provider name: First Super
  • Postal address: First Super, PO BOX 666, Carlton South, VIC 3053
  • Email: mail@firstsuper.com.au
  • Phone: 1300 360 988 / +613 8663 2110
  • ABN: 56 286 625 181
  • SPIN & USI: FIS0001AU
  • Your First Super account number
  • Your First Super member number
  • First Super’s bank details can be found on the KSAL.

Remember to send all completed forms, supporting documentation and KSAL to your KiwiSaver fund.

Common causes of KiwiSaver Transfer delays

Sometimes, it can take longer than expected to transfer your KiwiSaver funds to Australia.

These delays are often outside our or your KiwiSaver Scheme provider’s control. So, it’s hard to know if they’ll affect your transfer.

  • Inland Revenue Processing
    In New Zealand, all KiwiSaver transfers to Australia must go through Inland Revenue. This helps ensure that you only have one KiwiSaver account at a time. The Inland Revenue’s processing times can vary, which might slow down the transfer of your funds to us.
  • Intermediary Bank Processing
    If your KiwiSaver provider isn’t a bank, they may need to use an intermediary bank to send your funds to Australia. This can take extra time, especially if there’s missing information in the transfer file. This might make it harder for us to match the funds to your account right away.
  • Helpful Communication
    By sending us information from your KiwiSaver provider, this can help speed up the process. It can help us match the transferred funds with your documentation quicker. Once we have this, we can transfer the funds into your First Super account.

We work closely with the KiwiSaver providers to resolve these issues. And together, we look for ways to improve the transfer process between the two countries.

We’re here to help. So let’s talk.

If you would like help transferring your KiwiSaver to Australia, or have any other questions about your super, please call our Member Services Team on 1300 360 988, or email us mail@firstsuper.com.au.