no matter where in the world they live
New Zealand’s superannuation schemes are renowned for their flexibility and tax efficiency. Unlike many other countries, New Zealand does not impose taxes on payments made from these superannuation schemes. This absence of taxation provides a significant advantage for individuals looking to optimize their retirement savings and investments.
A key aspect of our service is the ability to offer these tax benefits without reliance on double tax treaties. Clients can enjoy the tax-free status of their superannuation payouts in New Zealand regardless of their country of residence. This is particularly advantageous for expatriates or individuals with international financial interests.
Whether it’s a pension fund from Ireland, the UK, Malta, Gibraltar, or investment savings, our approach ensures that clients receive the maximum benefits from New Zealand’s superannuation schemes. We understand the nuances of different fund structures and work meticulously to align them with the advantageous New Zealand tax environment.
Being English speaking is crucial for most members as it means:
All governing documentation is in English and not open to interpretation in another language
All relevant authorities websites are understandable and complaints processes easy to follow
New Zealand has an excellent regulatory body the Financial Market Authority (FMA see http://www.fma.govt.nz) that governs superannuation schemes. In addition the Inland Revenue (the tax authority see http://www.ird.govt.nz) closely monitors superannuation schemes tax compliance. Every scheme must be individually registered with both the FMA and the Inland Revenue.
Financial disclosure requirements in New Zealand are designed to protect investor interests. Many New Zealand schemes investment statements run to 30 plus pages meaning members can satisfy all questions prior to investing.
Fee disclosure is completely transparent, as are investment options and returns.
And you’ll learn why we are the
five star rated transfer specialists
Recognised as pension transfer specialists – consulted for advice on tax related matters by the NZ government and tax department.
Our in-depth knowledge of regulations and laws across multiple jurisdictions allows us to provide tax savings to our clients.
We have established working partnerships with financial advisory firms and investment companies worldwide.