➤ The Pension Transfer Report

Collins House will provide a Pension Transfer Report free of charge. The report is designed to give you sufficient easy to understand information in order to make an informed decision.

The report will include:

  • Type of UK pension
  • Details including fund value, transfer value, current and estimated future benefits.
  • Penalties imposed and benefits lost due to the transfer.
  • A summary of the Australian and UK legislation including the rules in relation to transferring UK pensions to Australia.
  • Estimated tax payable on transfer.
  • Full disclosure of fees.

How else can we help you?

Independent Financial & Investment Advice

Collins House Private Wealth, Independent advice that could save you thousands every year.

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Superannuation Advice

We help you decide on the right Super Fund, and assist in building a flexible strategy that's suited to your lifestyle.

 

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Taxation & Accounting Advice

Collins House Accountants assist you to navigate your way through the Taxation and Compliance maze.

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Estate Planning & Legal Advice

With over 20 years of commercial experience, Collins House Legal assists you to protect assets that matter.

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UK Pension Transfers

With our experienced UK pensions expert resident in Australia, the process is simple and inexpensive.

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Contact us

If you would like to discuss obtaining Independent
Financial, Investment Advice, Legal Advice or any of our other
Professional Services, please feel free to contact us.