Christchurch Insurance Centre, Superannuation, Retirement Planning, New Zealand

Retire with Dignity

Wealth Creation

Cashflow & Choices

Family Security & Certainty

 

 

 

 

 

Welcome to our Spring Newsletter. It is easily the best of best time of the year after winter seeing all the beautiful blossom's and flowers coming to life. As ever within our newsletter we aim to provide information that can save you money, make you money or provide you and your family with greater protection.

 

In this newsletter we want to bring to your attention to.

 

·       Wills & Enduring Power of Attorney

·       Are you contents insured?

·       Update to Trans-Tasman Transfer Portability Process in KiwiSaver

 

 

To ensure you have your Estate planning needs sorted,  checkout the list below regarding Wills and Enduring Power of Attorney.  We can put you in touch with the right people to get a free Will and discounted Trusts.

·        The minute your take a life policy, you will need a Will.

·        The minute you take income protection or trauma cover, you will need an Enduring Power of Attorney.

·        If you have an investment worth over $15,000 – including Kiwisaver – you need a Will.

·        If you buy a house,  have children, they marry, they separate, they receive an inheritance – all these times their estate planning needs change.

 

If you have any questions regarding this, please contact us on

 

     08004KSAVER

     08004572837

 

 

 

 

 

 

 

 

If you have any questions regarding this, please contact us on

 

     08004KSAVER

     08004572837 

 

Update to Trans-Tasman Transfer Portability Process in KiwiSaver

 

 

An amendment¹ has been made to Australian legislation regarding the transfer of funds from an Australian complying superannuation fund to a KiwiSaver scheme in New Zealand.

The amendment allows Australian providers to accept a New Zealand statutory declaration as proof of permanent emigration, whereas previously the requirements stated that an Australian statutory declaration was required. This change will make it a lot easier for your customers to get the statutory declaration completed if they wish to transfer their Australian complying superannuation funds to their KiwiSaver account.

The amendment is effective immediately.

If you have any questions regarding this, please contact us on

 

     08004KSAVER

     08004572837

 

 

 

Our Web Page

 

Our Web page –  www.supernz.co.nz  - Keep an eye on this as it is currently under construction and should be looking quite smart and informative.