SMSFs must pass residency requirements at all time to be eligible for the tax concessions that are available under Australian superannuation legislation.
Which super funds accept transfers from KiwiSaver accounts?
If you have savings in a KiwiSaver account, you can voluntarily transfer them to an Australian super fund under the provisions of a Trans-Tasman Retirement Savings Portability scheme that was introduced on 1 July 2013.
What are the Age Pension residency rules?
There are specific residency requirements that you must meet to be eligible to receive the Age Pension from the Australian government.
How to structure your super if you’re going overseas
The laws that apply to your retirement savings can become more complex if you live or work overseas for any length of time. Here, we highlight some of the rules, issues and options that you need to consider to look after your retirement savings.
What happens to your SMSF when you go overseas?
Self-managed super fund (SMSF) members have a number of options in terms of how to treat their fund when they head overseas. The time they intend to be away is a key factor to consider, as is how many of the SMSF’s members are moving overseas and their percentage of the beneficial interests.
Can I access my super if I retire overseas?
Question: I’m an Australian citizen and want to retire in Italy when I’m 52. Can I access my super because I don’t plan on working again in Australia?
Early release of super through DASP (Departing Australia Superannuation Payment)
The Departing Australia superannuation payment (DASP) is available to departed temporary residents who worked and earned super in Australia. It is not available to permanent Australian residents, nor for Australian and New Zealand citizens.