The rules around overseas pensions are complex and constantly changing. Each country has different tax treatments, transfer rules, and compliance requirements. What might make financial sense today could be treated differently tomorrow if the law changes.
Many people living in New Zealand have either:
Worked overseas for a period of time, or
Immigrated here from another country.
As a result, it’s common for them to have contributed to private pension schemes abroad – particularly in Australia and the United Kingdom, but also in a range of other countries.
We provide personalised advice tailored to your situation. Our role is to help you decide
Every client’s circumstances are unique, and there is no one-size-fits-all solution. By understanding your background, pension type, and future retirement goals, we can help you make an informed choice and manage the process smoothly.
