In recent months we have seen the introduction of a new transfer option for UK pension funds that allows pension funds to be moved in pounds sterling and to be held in pounds sterling in an Australian superannuation fund.
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GPT News
Confusion over transfers in Sterling – The right advice
Australian Government announces new Carbon Tax reform
On Sunday July 10th the Australian Government released its long awaited blue print for the imposition of a carbon tax regime that targets industry that pollutes our atmosphere and rewards industries that are working towards a low CO2 environment.
Environmentalists have [...]
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 [...]
Matt Gosling – Testimonial
Clive was referred to me by someone who had used him before, and now I know why word of mouth is so effective.
Clive led me through the myriad of forms, took care of taxation, and relentlessly pursued my [...]
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.
Many UK schemes will suggest to their members to simply leave the funds with them until they retire and then
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
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
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 [...]
Blair H. – Testimonial
May I take this opportunity to thank you and your team for all the support, advice and help that you have given me over the past 7 years. As you are aware I arrived in Australia with a young family, [...]
