Did anyone manage to get their Super out when they left Oz??
#1
Did anyone manage to get their Super out when they left Oz??
I did a search and it seems to be the consensus that you can't, but just wondering if any one has actually managed to do it?
Have spoke to the Super fund today as well and they have said no.
It's bl***y annoying that Oz is quite happy for you to transfer your pension from the UK to an Australian fund when you emigrate but won't let you transfer it back to a UK fund when you leave.
Wish we'd never transfered it in the first place now, at least we'd still have the UK amount over there.
Have spoke to the Super fund today as well and they have said no.
It's bl***y annoying that Oz is quite happy for you to transfer your pension from the UK to an Australian fund when you emigrate but won't let you transfer it back to a UK fund when you leave.
Wish we'd never transfered it in the first place now, at least we'd still have the UK amount over there.
Last edited by stm1971; Aug 24th 2009 at 10:11 am. Reason: Sp.
#2
Re: Did anyone manage to get their Super out when they left Oz??
I did a search and it seems to be the consensus that you can't, but just wondering if any one has actually managed to do it?
Have spoke to the Super fund today as well and they have said no.
It's bl***y annoying that Oz is quite happy for you to transfer your pension from the UK to an Australian fund when you emigrate but won't let you transfer it back to a UK fund when you leave.
Wish we'd never transfered it in the first place now, at least we'd still have the UK amount over there.
Have spoke to the Super fund today as well and they have said no.
It's bl***y annoying that Oz is quite happy for you to transfer your pension from the UK to an Australian fund when you emigrate but won't let you transfer it back to a UK fund when you leave.
Wish we'd never transfered it in the first place now, at least we'd still have the UK amount over there.
TraceyW did.
#6
Re: Did anyone manage to get their Super out when they left Oz??
Oooh, can you let me kow then, as this is something the OH needs to do - Ta!
#7
Yorkshire Lass
Joined: Apr 2005
Location: AlcatrOz
Posts: 458
Re: Did anyone manage to get their Super out when they left Oz??
Just go to www.ato.gov.au and do a search for DASP (departing Australia Super Payment) if over $5K you will need to know exactly how much and fill out a form for DIAC (Dept. Immigration) as well. All of this has to occur after departing Australia for good. Hope this helps. Oh and the number for tax office is 13 28 61 for tax enquiries and 13 10 20 for super enquiries if your ringing from outside Australia +61 2 6216 1111 (8am-5pm AEST.
#8
BE Forum Addict
Joined: Jul 2008
Location: My happy place
Posts: 3,043
Re: Did anyone manage to get their Super out when they left Oz??
Just go to www.ato.gov.au and do a search for DASP (departing Australia Super Payment) if over $5K you will need to know exactly how much and fill out a form for DIAC (Dept. Immigration) as well. All of this has to occur after departing Australia for good. Hope this helps. Oh and the number for tax office is 13 28 61 for tax enquiries and 13 10 20 for super enquiries if your ringing from outside Australia +61 2 6216 1111 (8am-5pm AEST.
I know Tracey got hers but gawd knows how as I really thought it was next to impossible.
#9
Yorkshire Lass
Joined: Apr 2005
Location: AlcatrOz
Posts: 458
Re: Did anyone manage to get their Super out when they left Oz??
#10
Re: Did anyone manage to get their Super out when they left Oz??
I thought it only applied to temporary residents http://www.treasury.gov.au/documents...rannuation.htm unless there is some clause which says that a permanent resident visa holder who can prove that their visa has expired may be entitled to claim. If you are a citizen then all bets are off.
#11
Yorkshire Lass
Joined: Apr 2005
Location: AlcatrOz
Posts: 458
Re: Did anyone manage to get their Super out when they left Oz??
I thought it only applied to temporary residents http://www.treasury.gov.au/documents...rannuation.htm unless there is some clause which says that a permanent resident visa holder who can prove that their visa has expired may be entitled to claim. If you are a citizen then all bets are off.
#12
Re: Did anyone manage to get their Super out when they left Oz??
I thought it only applied to temporary residents http://www.treasury.gov.au/documents...rannuation.htm unless there is some clause which says that a permanent resident visa holder who can prove that their visa has expired may be entitled to claim. If you are a citizen then all bets are off.
Interestingly I found this memo
http://taxreview.treasury.gov.au/con...C_20090227.rtf
that states that if Australia allows the transfer of money into a fund from overseas it should also allow the transfer of money out again. I have to say I agree wholeheartedly.
#13
Re: Did anyone manage to get their Super out when they left Oz??
I hope that is true for you meljor and you can access it. Good luck.
#15
Yorkshire Lass
Joined: Apr 2005
Location: AlcatrOz
Posts: 458
Re: Did anyone manage to get their Super out when they left Oz??
Having read through a lot of the bumpf on the ATO website I notice they state that "eligible temporary residents" can claim their super back. However, nowhere can I find a definition of what constitutes "eligible temporary residents". Did I ever mention how much I loath this country.