Project Description
Did you transfer your Pension Benefits offshore prior to 9th March 2017?
If so New Zealand may be an option for your;
- you have previously transferred your UK pension to another international jurisdiction prior to March 2017.
- you have funds in excess of the Australian contribution limits ($100,000 or $300,000 using the 3 year bring forward provisions)
- you have not made a firm commitment to stay in Australia permanently and are on a temporary residence visa
Whilst the circumstances are limited the benefits should you be able to transfer to New Zealand may be compelling from an Australian Tax perspective.
Please speak to an advisor to discuss the benefits of transferring your benefits to New Zealand.
