Hi,

I have just started working for a company who specialises in transferring UK pensions (not the UK state pension) to Australia.

They basically do all the messy paperwork, getting fund values/transfer documents etc. and then provide a no-obligation report. If you decide to proceed, the transfer fee is between 1.5-2.5% of the transfer value.

There are particular tax benefits to doing it within the 1st 6 months of residency so it's worth looking at sooner rather than later, but even if you have been in Australia a while, it's still worth doing given that there are generally less restrictions on your fund once you retire, than in the UK.

website address is: www.globaldestiny.com.au

Hope it helps!

Kerry.

 

Hi Kerry,

Thanks for getting in contact with me so quickly.

Your company looks great, i have a similar company that does pretty much the same thing throughout Europe and the far east. I take it that business is pretty good? i plan on doing a slightly different type of approach but any feedback would be great.

my company website is : www.churchillandpartners.com

really pleased you got in touch, speak soon

graham