Tax Pension

Pension Transfers

If you recently moved to Australia from the UK, or are planning to in the future, pension transfer is an extremely important consideration. Act now and receive:

• A FREE transfer report;
• Tax free income in retirement;
• Control over the investment of your retirement funds;
• Improved financial security for your family;
• Removal of exchange rate exposure.

It is generally necessary to complete the pension transfer within 6 months of arrival or while you are a temporary visa holder, so you need to act fast!

Without transferring your pension, the Australian government will tax pension income received from your pension fund and the growth component of the lump sum from your UK pension fund.

Furthermore, Australia offers extremely favourable pension tax treatment to retired individuals who have transferred their funds to Australia.

Click here for more information about the benefits of pension transfer and making sure the Australian government is unable to tax pension income.

Don’t put off your pension transfer. Once you have started to receive your UK pension it is usually too late to transfer your pension fund!  Your UK pension will therefore be subject to Australian tax.

Act now -contact us today to save yourself thousands of $$ in unnecessary pension tax

As a firm of Chartered Accountants who specialise in the UK pension transfer to Australia, we are able to offer you a level of CHOICE and CONTROL which is generally not available in the pension transfer industry.

We are fully qualified and able to give our clients unbiased and informative information in relation to UK pension transfer and how the government will tax pensions.  This sets us apart from Financial Planners and other organisations involved with personal financial affairs.