About Us
Garrison Bridge is a NZ Superannuation Scheme, regulated by the Financial Markets Authority in NZ, registered with the Australian Securities and Investments Commission in Australia and offered in Australia under the Mutual Recognition Scheme.
At Garrison Bridge, we know that choosing a superannuation scheme is an important decision. That’s why we provide experienced administration and peace of mind that your money is invested with six respected investment managers - Simplicity NZ, Vanguard Asset Management, BlackRock Asset Management, Harbour Asset Management, Smartshares Limited and Mercer (N.Z.) Limited.
- Dual registered in New Zealand and Australia
- QROPS registration
- Zero-rate PIE for tax purposes
- Investments in NZD, AUD or GBP
- Lump sum withdrawals and income drawdown
Who might be an ideal investor in Garrison Bridge?
- The scheme is open to all ages including under age 55, over 55 with no age limit, and open to working, non-working or retired investors
- Returning residents or new migrants with pension money in the UK may wish to consider transferring their UK pension funds or offshore savings closer to home
- As the scheme is a New Zealand Superannuation Scheme, there are no maximum caps for investors. This could be useful if investors are close to the $1.6 million Australian cap or annual $100k cap
- Garrison Bridge is expected to be an ideal solution for clients with UK pension funds or offshore savings when other solutions are prohibitive. For example, where the cost of setting up a Self-Managed Super Fund is an issue
More information about Garrison Bridge
What is QROPS?
A Qualifying Recognised Overseas Pension Scheme or QROPS is recognised as an overseas pension scheme that meets certain requirements set by the UK tax department, His Majesty’s Revenue...
Non-UK Pension
We can help. Garrison Bridge is a managed fund open to accept investments for all retirements savings, not just QROPS transfers.
Other capital sourced from private...
Transfer Process
The transfer of a UK pension scheme is a complex issue and it is important to seek professional financial advice. Your Adviser will manage the transfer process for you, will provide you with...
Who else is involved?
Lifetime Asset Management Limited (Lifetime) is the manager of the Garrison Bridge Superannuation Scheme. Lifetime is responsible for the administration of Garrison Bridge and managing...
Product Disclosure Statement
Download the PDS for more information about Garrison Bridge.
This is a replacement Product Disclosure Statement for the Garrison Bridge Superannuation Scheme.
Financial Advisers
Call or email us to discuss how Garrison Bridge could work for your clients.