➤ 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.

Read More

Superannuation Advice

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


Read More

Taxation & Accounting Advice

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

Read More

Estate Planning & Legal Advice

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

Read More

UK Pension Transfers

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

Read More

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.