Rolling over to a foreign fund

As an Australian citizen, can I rollover my super to a retirement fund in another country if I am residing permanently in that country (in this case, the United States)? - Alison

No, as an Australian citizen preserved super must stay in a complying fund in Australia until you satisfy a ‘condition of release' (for information on conditions of release, visit Accessing your super).

Depending on your individual circumstances, you may have non-preserved benefits that you could access.

If you move overseas and you still have money invested in super, you will continue to earn investment returns and pay fees and taxes, regardless of whether or not contributions are still being made.

For assistance with your super, phone us on 1800 640 886.

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