Freizuegigkeitskonto [vested benefit account] - Page 9

22 yards · #**161** 12.09.2017, 13:54

	Quote:	radek
	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.

CH_Me · #**162** 29.10.2019, 17:05

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.