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KiwiSaver While You're Overseas

First, Which Situation Are You In?

There are four different answers depending on what you are actually doing, and mixing them up is the most common source of bad advice online:

SituationWhat happens to KiwiSaver
A holiday or a short stint of work or study overseasNothing. The account stays invested and untouched.
Working overseas for a few years, intending to returnContributions from NZ employment stop; the account stays invested. You can contribute voluntarily.
Moving to Australia permanentlyTransfer to an Australian complying superannuation scheme. No cash withdrawal.
Moving anywhere else, permanentlyAfter living overseas for a year, you can apply to withdraw most of the savings.

Temporary Absence

If you are overseas temporarily — for work, study or travel — your KiwiSaver simply remains invested. Contributions stop when your New Zealand salary or wages stop, because they are deducted from pay. Nothing needs to be done, and no application is required. Your provider will keep sending fund updates, and you can update your contact and address details so you keep receiving them.

Contributing from Overseas

Moving to Australia

If you move permanently to Australia, the only route is a transfer of your KiwiSaver savings to an Australian superannuation scheme. You do not have to transfer; you can leave the account in New Zealand. But you cannot take KiwiSaver as cash on the basis of moving to Australia. Contact your KiwiSaver provider if you decide to transfer — they run the process.

Moving Anywhere Else

After you have been living overseas — anywhere other than Australia — for 1 year, you can take most of the savings out of your KiwiSaver account. You apply to your scheme provider.

You can withdraw:

You cannot take out the government contributions. Those stay in the New Zealand scheme. The same exclusion applies on an Australian transfer and on permanent emigration withdrawal for other countries — the member tax credit the government paid in is not yours to cash out.

Transferring to an Approved Foreign Scheme

As an alternative to a cash withdrawal, you can ask your scheme provider to transfer your KiwiSaver savings to an approved foreign superannuation scheme. The scheme has to comply with the regulations made under section 228(e) of the KiwiSaver Act 2006. Not every overseas scheme qualifies, and the provider will tell you whether yours does.

What You Give Up by Withdrawing

Practical Checklist Before You Go

  1. Tell your provider you are leaving and update your address and email.
  2. Decide whether to leave the account invested, transfer it (Australia), or withdraw it (elsewhere after a year).
  3. Check your prescribed investor rate is correct before you go — a wrong PIR gets washed up at year end.
  4. Consider whether to make a final personal contribution before 30 June if you are leaving part-way through a contribution year and want the government contribution for the days you were eligible.
  5. Get tax advice in your destination country before moving money, not after.

Common Mistakes