Transfer your UK Pension to Australia

If you are considering a move to Australia, you need to consider also what to do with the investments you hold in theUK.  Do you leave them intact, cash them in or in the case of your pension funds, transfer them to Australia?

 Australia will tax you on worldwide income.  That can mean any financial asset you leave behind in the UK, including your pension fund.  The right advice can save you tax. 

Pension funds in the majority of cases can be transferred to Australia. 

You need expert help to explain the tax implications of leaving the fund in the UK. 

Ø  Understanding the tax implications for UK funds

Ø  Advice on how to invest transferred funds

Ø  Ongoing financial advice 

For many years, our advisers have been assisting UK emigrates to move their wealth and assimilative into the Australian financial system. We can assist you with practical information both before you leave and after you have arrived.

Give us a call to discuss further on 1300 397 287

  

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