Our Fees

All of our fees will be fully disclosed to you in your transfer report.  We do not charge anything upfront.

Our fees are based on the number of UK pension funds we transfer to Australia for you.  We will charge $2,900 plus GST if you have just one UK fund and $1,600 plus GST for each subsequent fund.  Funds with a value in excess of $450,000 are subject to a separate quotation.  Couples will be treated as one person for the purpose of calculating our fees. Our fees are based on the work required to transfer your fund(s). They are not linked to the transfer value as is the case with many of our competitors.

Where the value of your UK pension funds is more that $450,000 complications can arise due to the contributions cap in Australia.  In this situation our fee will be quoted individually once we have had a chance to assess the level of difficulty involved.  You will not be asked to make any commitment to pay our fee until you have been informed of the amount involved. 

On receipt of transfer values from your UK pension fund, we will confirm our fee.  We will also supply you with various details to help you decide whether or not to transfer your UK pension fund.

If you decide to proceed with the transfer, our fee will be charged once the transfer has been completed.  If you decide not to proceed, we will not charge you.

If you use the services of a financial planner our fee can generally be deducted from your superannuation fund.  If you choose not to use a financial planner you must pay our fees personally.