The scheme ‘qualifies’ in that; HMRC agrees that it is similar enough to UK pension schemes that UK pension holders can transfer their pension pot to the off shore scheme. Compliance with the Financial Reporting Obligations - 31 March 2017, Ranfurly Sterling Conservative Fund - 30 Sep 2021, Ranfurly Sterling Balanced Fund - 30 Sep 2021, Ranfurly Sterling Growth Fund - 30 Sep 2021, Ranfurly New Zealand Dollar Conservative Fund - 30 Sep 2021, Ranfurly New Zealand Dollar Balanced Fund - 30 Sep 2021, Ranfurly Sterling Conservative Fund - 30 Jun 2021, Ranfurly Sterling Balanced Fund - 30 Jun 2021, Ranfurly Sterling Growth Fund - 30 Jun 2021, Ranfurly New Zealand Dollar Conservative Fund - 30 Jun 2021, Ranfurly New Zealand Dollar Balanced Fund - 30 Jun 2021, Ranfurly Sterling Conservative Fund - 31 Mar 2021, Ranfurly Sterling Balanced Fund - 31 Mar 2021, Ranfurly Sterling Growth Fund - 31 Mar 2021, Ranfurly New Zealand Dollar Conservative Fund - 31 Mar 2021, Ranfurly New Zealand Dollar Balanced Fund - 31 Mar 2021, Ranfurly Sterling Conservative Fund - 31 Dec 2020, Ranfurly Sterling Balanced Fund - 31 Dec 2020, Ranfurly Sterling Growth Fund - 31 Dec 2020, Ranfurly New Zealand Dollar Conservative Fund - 31 Dec 2020, Ranfurly New Zealand Dollar Balanced Fund - 31 Dec 2020, Ranfurly Sterling Conservative Fund - 30 Sep 2020, Ranfurly Sterling Balanced Fund - 30 Sep 2020, Ranfurly Sterling Growth Fund - 30 Sep 2020, Ranfurly New Zealand Dollar Conservative Fund - 30 Sep 2020, Ranfurly New Zealand Dollar Balanced Fund - 30 Sep 2020, Ranfurly Sterling Conservative Fund - 30 Jun 2020, Ranfurly Sterling Balanced Fund - 30 Jun 2020, Ranfurly Sterling Growth Fund - 30 Jun 2020, Ranfurly New Zealand Dollar Conservative Fund - 30 Jun 2020, Ranfurly New Zealand Dollar Balanced Fund - 30 Jun 2020, Ranfurly Sterling Conservative Fund - 31 Mar 2020, Ranfurly Sterling Balanced Fund - 31 Mar 2020, Ranfurly Sterling Growth Fund - 31 Mar 2020, Ranfurly New Zealand Dollar Conservative Fund - 31 Mar 2020, Ranfurly New Zealand Dollar Balanced Fund - 31 Mar 2020, Ranfurly Sterling Conservative Fund - 31 Dec 2019, Ranfurly Sterling Balanced Fund - 31 Dec 2019, Ranfurly Sterling Growth Fund - 31 Dec 2019, Ranfurly New Zealand Dollar Conservative Fund - 31 Dec 2019, Ranfurly New Zealand Dollar Balanced Fund - 31 Dec 2019, Ranfurly Sterling Conservative Fund - 30 Sept 2019, Ranfurly Sterling Balanced Fund - 30 Sept 2019, Ranfurly Sterling Growth Fund - 30 Sept 2019, Ranfurly New Zealand Dollar Conservative Fund - 30 Sept 2019, Ranfurly New Zealand Dollar Balanced Fund - 30 Sept 2019, Ranfurly Sterling Balanced Fund - 30 June 2019, Ranfurly Sterling Growth Fund - 30 June 2019, Ranfurly New Zealand Dollar Conservative Fund - 30 June 2019, Ranfurly New Zealand Dollar Balanced Fund - 30 June 2019, Ranfurly Sterling Conservative Fund - 31 Mar 2019, Ranfurly Sterling Balanced Fund - 31 Mar 2019, Ranfurly Sterling Growth Fund - 31 Mar 2019, Ranfurly New Zealand Dollar Conservative Fund - 31 Mar 2019, Ranfurly New Zealand Dollar Balanced Fund - 31 Mar 2019, Ranfurly Sterling Conservative Fund - 31 Dec 2018, Ranfurly Sterling Balanced Fund - 31 Dec 2018, Ranfurly Sterling Growth Fund - 31 Dec 2018, Ranfurly New Zealand Dollar Conservative Fund - 31 Dec 2018, Ranfurly New Zealand Dollar Balanced Fund - 31 Dec 2018, Ranfurly Sterling Conservative Fund - 30 Sept 2018, Ranfurly Sterling Balanced Fund - 30 Sept 2018, Ranfurly Australian Dollar Balanced Fund - 30 Sept 2018, Ranfurly New Zealand Dollar Balanced Fund - 30 Sept 2018, Ranfurly Sterling Cash Fund - 30 Sept 2018, Ranfurly Sterling Conservative Fund - 30 June 2018, Ranfurly Sterling Balanced Fund - 30 June 2018, Ranfurly Australian Dollar Balanced Fund - 30 June 2018, Ranfurly New Zealand Dollar Balanced Fund - 30 June 2018, Ranfurly Sterling Cash Fund - 30 June 2018, Ranfurly Sterling Conservative Fund - 31 Mar 2018, Ranfurly Sterling Balanced Fund - 31 Mar 2018, Ranfurly Australian Dollar Balanced Fund - 31 Mar 2018, Ranfurly New Zealand Dollar Balanced Fund - 31 Mar 2018, Ranfurly Sterling Cash Fund - 31 Mar 2018, Ranfurly Sterling Conservative Fund - 31 Dec 2017, Ranfurly Sterling Balanced Fund - 31 Dec 2017, Ranfurly Australian Dollar Balanced Fund - 31 Dec 2017, Ranfurly New Zealand Dollar Balanced Fund - 31 Dec 2017, Ranfurly Sterling Cash Fund - 31 Dec 2017, Ranfurly Sterling Conservative Fund - 30 Sep 2017, Ranfurly Sterling Balanced Fund - 30 Sept 2017, Ranfurly Australian Dollar Balanced Fund - 30 Sept 2017, Ranfurly New Zealand Dollar Balanced Fund - 30 Sept 2017, Ranfurly Sterling Cash Fund - 30 Sept 2017, Ranfurly Sterling Conservative Fund - 30 June 2017, Ranfurly Sterling Balanced Fund - 30 June 2017, Ranfurly Australian Dollar Balanced Fund - 30 June 2017, Ranfurly New Zealand Dollar Balanced Fund - 30 June 2017, Ranfurly Sterling Cash Fund - 30 June 2017, Ranfurly Sterling Conservative Fund - 31 Mar 2017, Ranfurly Sterling Balanced Fund - 31 Mar 2017, Ranfurly Australian Dollar Balanced Fund - 31 Mar 2017, Ranfurly Sterling Conservative Fund - 31 Dec 2016, Ranfurly Australian Dollar Balanced Fund - 31 Dec 2016, Ranfurly Sterling Balanced Fund - 31 Dec 2016, https://disclose-register.companiesoffice.govt.nz, Market Crashes Are Followed by Recoveries. NZ Superannuation and Veteran's Pension - going overseas. Our process is clear and transparent and we are available to help you at every step. Performance information shown is for the historical periods up to 31/08/2021 and investment options noted in the table information. While working overseas can be a fantastic opportunity, you might be wondering what this move would mean for your Australian superannuation account. To figure out which fund is best for you contact our specialist for a free no obligations assessment. (Lifetime allowance charges may apply). They may appear in a number of areas of the website such as in comparison tables, on hub pages and in articles. If you were only a temporary resident of Australia and you are now leaving, you might be eligible for a departing Australia superannuation payment (DASP). It’s essential that Australian super funds remain resident for tax purposes or be vulnerable to the possibility that they will be fully taxable on gains made within the super fund. Whether you intend to return to Australia following your working period overseas or you plan to settle in other countries. Click here for additional important notes and liability disclaimer. You can switch your investment between the funds in the scheme at any dealing date. You should contact us on support@ranfurlystrategic.nz or +64 3 928 1440 and we will put you in touch with an approved financial adviser. Consider whether this advice is right for you. Get in touch at [email protected] and you might get featured on the next episode. See, SunSuper’s allocation of funds for investors aged 55-99 differ from Canstar’s methodology – see details. You do not need to be New Zealand resident to be a member of the Ranfurly Superannuation Scheme. To transfer a pension to the scheme or from another QROPS to the scheme you need to complete an application form for the Ranfurly Superannuation Scheme and a transfer/withdrawal form for your existing scheme. This means that anyone with an SMSF who is moving abroad for a period of two years must get professional advice on how to best manage their affairs. For more information please see, Fee, performance and asset allocation information shown in the table above have been determined according to the investment profile in the, Some providers use different age groups for their investment profiles which may result in you being offered or being eligible for a different product to what is displayed in the table. No the scheme manager, Ranfurly Strategic Limited, is a licensed Managed Investment Scheme Manager it is not licensed to give advice. The fund's overseas investments can be owned directly in the foreign country, such as listed shares or property, or indirectly, such as managed trusts or listed ETFs. We may waive the early withdrawal fee in certain circumstances. Please contact us if you want to find out if a transfer is possible. Yes the Ranfurly Superannuation Scheme accepts transfers from other QROPS schemes. Offered in NZD & GBPThe objective is to balance capital preservation and capital growth, with a level of volatility that generates a positive return with a moderate level of risk associated with investing in a mix of equity, fixed interest and cash.Fund Composition:• International equities 53%• International fixed interest 41%• Cash and cash equivalents 4%• Australian equities 2%Risk Category** 4Suggested investment timeframe5+ years, Offered in NZD & GBPThe objective is to preserve capital, with a reduced level of volatility generating positive returns with typically a lower level of risk by predominantly investing in fixed interest and cash.Fund Composition:• International equities 32% • International fixed interest 64%• Cash and cash equivalents 3%• Australian equities 1% Risk Category** 4Suggested investment timeframe5+ years, Offered in GBPThe objective is to provide capital growth, that generates higher returns with a level of volatility associated with investing predominantly in equity assets. The performance and fee information shown in the table is for the investment option used by Canstar in rating of the superannuation product. UK pension transfer are complex, and we recommend you use a transfer agent to assist with the process. Will the Stage 2 tax cuts boost your tax return? If you are working for an Australian employer and you still remain a resident of Australia for income tax purposes but based overseas, your employer will still be legally required to make super contributions on your behalf. Sponsored or Promoted products are clearly disclosed as such on the website page. We’d love to hear from you. However, the mechanisms for contributing to your super will highly depend on whether you are a resident or non-resident while working abroad. If you are a non-resident working overseas. The scheme invests members money in the Baillie Gifford funds. You complete a withdrawal form detailing your income withdrawal requirements and we will make regular payment in the currency of your choice from you member account. Under the Australian superannuation and tax laws, it is possible to transfer some amounts from overseas superannuation funds. However, there is a limit to how much you can put into your super. If you’re comparing Superannuation funds, the comparison table below displays some of the products currently available on Canstar’s database for Australians aged 30-39 with a balance of up to $55,000, sorted by Star Rating (highest to lowest), followed by company name (alphabetical).