Looking to transfer your UK pension?

 

Now you have moved to Australia, it makes sense to have your pension wealth here with you.

There are strategies available to make this possible to your advantage, which take into consideration the superannuation and pension provisions in both countries, as well as the multi-jurisdictional taxation provisions.

1

Transfer your entire UK pension scheme accounts to Australia within a 12-month timeframe, regardless of the value.

2

Transfer your UK pension accounts in excess of their lifetime allowance to Australia without any further adverse implications, beyond the compulsory lifetime allowance charge.

3

One of the above strategies, following a partial start where funds are currently in separate accounts in the UK, ready for a multiple step or year transfer to Australia.

4

Utilise a Registered Overseas Pension Scheme (ROPS) in Australia that is not a Self-Managed Super Fund (SMSF) – via a publicly available scheme on the ROPS registry.

This is what we are ‘experts’ in! It doesn’t need to all make sense to you at the moment, but if you’re interested in finding out whether a transfer is possible and beneficial for you, please contact us to find out more.

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The information on this website is of a general nature. It does not take your specific needs or circumstances into consideration. You should look at your own financial position, objectives, and requirements and seek financial advice before making any financial decisions.