Our Service offering
We are still awaiting final signoff from both the New Zealand and Australian government, although we anticipate this will happen in the final quarter of 2009.
We have 21 years experience in the financial services industry and five years practical experience in transferring UK pensions to NZ. We believe that our experience involved in UK Pensions will give us invaluable experience once we are able to transfer Australian superannuation back to NZ. We will ensure the following:
That we get your Superannuation to New Zealand
We have a 100% success rate on UK Pension Transfers and we anticipate that we will have the same record with the transfer of Australian Superannuation.
Fees
We also understand that price is paramount and we will be offering an option of fees depending on the service you require.
Multiple Fund Providers and Fund Options
Our philosophy is that the consumer has a number of choices but we screen and only offer the very best range of funds and Kiwisaver fund providers.
Ensuring the transfer complies with the law
We will ensure that the schemes we recommend comply with both the Australian Tax Office and New Zealand's Inland Revenue Department laws. Lastly we will make sure that we follow the impending transfer rules within the legislation.
Transparent process
The systems we have in place means that any of our charges are all transparent and we can account for all service charges.
Timeliness and Delivery
Our aim is to get your pension to New Zealand as quickly as possible; unfortunately 'red tape' can often hold the process up. However we will work very hard for you and will minimise the amount of time you will have to put into this process - we do the work - not you!