Our specialist advisers help migrants to New Zealand to overcome the challenges and complexities of cross-border pension transfers, investments, and successful wealth management.
Migrants in New Zealand will typically face a combination of the following issues:
Utilising Transitional Residence Period
This is a four year window during which you are exempt from tax on foreign sourced passive income. We can help them utilise this benefit.
How Foreign Super Funds are Taxed
New Zealand generally grants a four year exemption period to tax on foreign superannuation withdrawals and transfers. Thereafter, any income or capital that is withdrawn will be subject to New Zealand tax as periodic or lump sum payments. We can help them determine the optimal strategy for withdrawing benefits.
What Investments to Select in New Zealand
We have local knowledge of the New Zealand investment and savings environment and can help with developing an overall financial plan and investment strategy to meet your future retirement goals.
Finding the Right Help
Often migrants and expats don’t have strong professional connections in NZ and don’t know who to turn to for any specialist advice, tax, legal, insurance, etc. We can provide advice, support, and introductions to our trusted network.
Entitlement to NZ Super
We can help ascertain if you will be entitled to NZ Super and what benefits are available overseas.
We have many years of experience in overcoming the very specific challenges migrants:
There are many other benefits and complexities depending on your individual circumstances.
You can find out more for yourself in our International Guide, or contact us any time to discuss your individual situation.
Contact us or book a time to talk that suits you.
We do not charge for initial meetings.
