UK Pension Transfers
The decision to transfer your UK pension benefits to the Australian Superannuation
system will be one of the major financial decisions you will make and could have
a significant effect on your lifestyle in retirement.
➤ 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?
Collins House Private Wealth, Independent advice that could save you thousands every year.
We help you decide on the right Super Fund, and assist in building a flexible strategy that's suited to your lifestyle.
Collins House Accountants assist you to navigate your way through the Taxation and Compliance maze.
With over 20 years of commercial experience, Collins House Legal assists you to protect assets that matter.