WHAT WILL IT COST?

Low transfer fees, no out-of-pocket expenses and no hidden fees, you have so much to gain when you choose GPT to complete your UK pension transfer.

As experts in UK pension fund transfers, GPT recognises that everyone’s circumstances are different. This is why we offer two levels of specialist service.

Transfer service

This comprehensive UK pension transfer service provided by GPT includes:

  • request overseas transfer information and forms from UK
  • financial fact find
  • provide an estimate of taxes payable on transfer
  • recommend an existing or establish a new Australian QROPS superannuation fund
  • preparation of transfer and compliance documents
  • administer and facilitate transfer – including attending to any taxation liability attached to the transfer
  • provide a comprehensive and exclusive free financial plan after arrival in Australia.

Fee: A flat fee* will be quoted on receipt of your Transfer Form (Letter of Authority).

*The transfer fee will be applied to the actual amount(s) transferred to a new Australian superannuation scheme and will be deducted directly from the new Australian superannuation scheme.

Advice and transfer service

This specialist service suits those looking for advice and peace of mind before they transfer, it includes:

  • request overseas transfer information and forms from UK
  • financial fact find
  • provide analysis of UK pension funds
  • provide advice in relation to the transfer and recommend whether or not to transfer
  • provide an estimate of taxes payable on transfer
  • recommend an existing or establish a new Australian QROPS superannuation fund
  • preparation of transfer and compliance documents
  • administer and facilitate transfer – including attending to any taxation liability attached to the transfer
  • provide a comprehensive and exclusive free financial plan after arrival in Australia

Fee: A formal quotation of fees* will be provided once you have completed the relevant Transfer Form (Letter of Authority). Quotations are obligation free. Work will not commence until you accept the formal quotation.

*This service will be provided by our UK office where administration and compliance costs are far greater than Australia. The UK model is advice based and regulation does not provide for a no comprehensive advice transfer to be completed.

Note: Where the transfer value exceeds $450,000 in all such cases we will need to work with our UK partner office to complete the transfer in tranches over a period of years, (The transfer limit to Australia currently stands at $450,000 in any 3 year period) and such transfers need careful management to protect the interests of such fund owners.


Start your transfer today – it’s easy! Or contact us for more information.


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