Holders of Overseas Retirement Savings or Pension Entitlements:

If you’re a migrant to this country, or you’re a New Zealander who has lived and worked overseas, there’s every likelihood you’ll have an investment in an overseas Superannuation Scheme or Life Insurance policy.  And you may have an entitlement to a State Pension from an overseas Government.

New Zealand tax law can treat these “retirement savings” investments and pensions in different ways.  The tax law in this area is particularly complex which often results in misunderstanding.  Many migrants are unaware that these investments attract tax in New Zealand.  We have the experience to advise in this area, and can assist you in ensuring you’re paying the correct amount of tax.