Questions Answered

If I enter Australia on a 457 Visa should I transfer my UK Pension immediately

Absolutely not.

A 457 Visa is a 4 year temporary visa which unfortunately the Australian government in years 2007 to 2013 has made a political football.

If you transfer your pension funds whilst on a temporary visa, and for whatever [...]

Article on exchange rate dilemma

Should you transfer UK pension funds when the exchange rates are so low.

 We received a request from a prospective client asking whether he could transfer his funds over to Australia at this time but retain them in Pounds Sterling [...]

Must I transfer my UK pension funds to Australia when I migrate or can I do it at some later stage?

There is never a requirement that you must transfer your UK pension funds when you arrive permanently in Australia.  It is generally advisable to do so at some point, but circumstances may be such that delaying the process is more

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If I transfer my UK pension funds to Australia will I be taxed in the process, and if so how much?

If you transfer your UK pension funds across to an Australian superannuation fund as a lump sum there will only be taxes to pay if you do not complete the transfer within 6 months of arriving in Australia on a

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Can you tell me what my husband and I would need to do in order transfer our pensions to Australia?

When you leave the UK to migrate to Australia, if your visa enables you to enter Australia on a permanent basis then there are certain Australian taxation rules that you need to be aware of concerning your UK pension funds. [...]

Can I transfer my UK state pension as a lump sum to Australia?

Unfortunately no you cannot transfer your UK state pension to Australia as a lump sum.

The UK state pension, once it has commenced to pay you an income will need to be either paid into a UK bank account or

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Am I better to continue claiming part Australian and part UK, or is there a benefit to back paying my UK pension?

“I am eligible for pension late this year and I have a part UK pension, am I better to continue claiming part Australian and part UK, or is there a benefit to back paying my UK pension.

I could claim [...]