If you are a migrant to Australia having previously been working in the UK for example, then chances are you will have a UK pension fund. Each country has it’s own rules governing pensions and it’s essential that you receive accurate advice on how to best transfer your pension and any restrictions relating to the access of your pension.
There are significant penalties that may impact on the tax effectiveness of any strategy so it is vital that you understand the issues at hand.
|Talk To Us If||How We Can Help|
|You are a new migrant to Australia and are wondering if it would be beneficial to transfer your pension||Explain the benefits of the Australian Superannuation system and how it may be of benefit for you to consolidate your retirement savings over to a suitable Australian Superannuation Fund.|
|You have been working and living in Australia for a period of time and have pension monies in another country||Help you to devise a strategy to consolidate your pension monies in a suitable Australian Superannuation Fund.|
|You have personal insurance (Life and living insurance) in place back in your homeland but are looking to reside in Australia on a more permanent basis||Review your current policies to determine if they are relevant and if required devise a new personal insurance plan.|
|You have your Will and Estate Planning in place back in your homeland but are unsure whether it is appropriate given you are looking to reside in Australia on a more permanent basis||Review your existing Will and Estate Planning documents to determine if they are valid for your new situation. If appropriate assist to obtain new Wills and the relevant Estate Planning documents required.|