Transfer Your Existing QROPS to New Zealand

The only Retail Superannuation Fund in Australia that is registered with HMRC as a Qualifying Recognised Overseas Pension Scheme (QROPS). If you are a resident in Australia and have pension funds held in the UK, you can transfer them to our Retail Superannuation Fund and benefit from the following :

Apply for IVCM (NZ) PIE Superannuation Fund

A simple, transparent and affordable fee structure

Expert guidance and support from our team of retirement solution specialists

You are able to contribute, invest and withdraw in either GBP, AUD or NZD

There is no maximum age for contributions and no compulsory maximum withdrawal age

Transfer within your four year transitional residence period and you’ll pay 0% tax on your contributions and ongoing earnings

Withdraw up to 100% of your fund from age 55 at 0% local rate tax.

The parties involved in the IVCM (NZ) PIE Superannuation Fund are as follows:

  • IVCM (Aust) Pty Ltd are the distributors who are responsible for distributing the scheme (ABN 16 608 923 477, AFSL 491530).
  • Ranfurly Strategic Limited are the Scheme Managers and are regulated by the FMA under reference FSP455547.
  • Public Trust are the supervisor of the scheme and responsible for supervising Ranfurly as the manager of the scheme. Public Trust are regulated by the FMA under FSP24561.
  • Adminis Custodial Nominees Ltd are the custodian who hold the assets of the scheme on trust. They are regulated by the FMA.
  • Administration Manager: Adminis NZ Limited are the administration managers who provide administration and online access.

Questions & Answers

  • No 25% Overseas Transfer Charge if you set your original QROPS up before 9 March 2017
  • Withdrawals from age 55 that will NOT be subject to New Zealand income tax
  • There are no limits to the amount that can be transferred or paid into the Fund
  • Non-NZ Residents benefit from 0% tax and so you do not need to rely on a Double Tax Treatment to be in place
  • You do not have to be a New Zealand resident
  • Investors must be over the age of 18

3 Easy Steps To Apply