Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation  
Reply
 
Thread Tools Display Modes
  #161  
Old 12.09.2017, 13:54
22 yards's Avatar
Only in moderation
 
Join Date: Jul 2009
Location: Basel-Land
Posts: 8,475
Groaned at 247 Times in 200 Posts
Thanked 15,964 Times in 6,602 Posts
22 yards has a reputation beyond repute22 yards has a reputation beyond repute22 yards has a reputation beyond repute22 yards has a reputation beyond repute22 yards has a reputation beyond repute22 yards has a reputation beyond repute
Re: Freizuegigkeitskonto [vested benefit account]

Quote:
View Post
So here is small update for posteriority:

- UniSuper says that "there is currently no superannuation agreement for a direct transfer of funds between Australia and Switzerland'

- "The only way we can accept the funds from your Switzerland superannuation account is if you have the balance paid to your bank account and then transfer it to UniSuper as a member voluntary contribution"

It seems that these contributions are capped at $25k and taxed at 15% (https://www.unisuper.com.au/grow-you...-contributions) althought it seems there might be an option to claim a tax deduction (https://www.unisuper.com.au/grow-you...-contributions)

So I guess paying withholding tax in Switzerland first and then 15% in Australia is a bit of a deterrent for this solution :/
That's a shame. Oh well, back to your other options then!

Thanks for getting back to us, the information may be helpful for someone else.
Reply With Quote
  #162  
Old 29.10.2019, 17:05
Forum Legend
 
Join Date: Feb 2008
Location: Zurich
Posts: 3,461
Groaned at 17 Times in 15 Posts
Thanked 1,987 Times in 1,182 Posts
CH_Me has a reputation beyond reputeCH_Me has a reputation beyond reputeCH_Me has a reputation beyond reputeCH_Me has a reputation beyond repute
Re: Freizuegigkeitskonto [vested benefit account]

Anyone know what the current best Freizugigkeitskonto would be for someone returning home for a year or two?

I currently have a Baloise pension fund who seem to change 30 Fr a month for a Freizugigkeitskonto for those with a non-CH Domizil.

I would like to invest it in funds, potentially withdraw it but it is not much money, maybe 100k, so not really worth the account being in SZ.
Reply With Quote
Reply

Tags
freizuegigkeitskonto, leaving switzerland, pillar 2, pillar 3, second pillar, third pillar, vested benefits account




Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
RAV registration and benefit payable. catwoman9437 Employment 230 25.09.2018 15:47
Child benefit - Switzerland Adzia Family matters/health 69 02.10.2014 13:35
Unemployment benefit entitlement question and a tip Richard Insurance 29 12.08.2008 13:19
Unemployment Benefit / Study licia2007 Employment 12 20.07.2007 16:55


All times are GMT +2. The time now is 03:05.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2019, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0