CALL 1300 007 979
Available 24/7
SINCE THE UK INTRODUCED PENSION FREEDOMS in April 2015, the number of people transferring their pensions out of a Defined Benefit (DB) pension into an alternative pension type has increased significantly. Darion Pohl, CEO, believes that there have been multiple reasons for this, including: Higher...
Those operating in the Qrops market are now facing three crucial deadlines starting from today, as the implications of the hammer blow of a 25% overseas pension transfer charge applying to client pension pots in some circumstances sink in for advisers, providers and their clients....
Australians returning to Australia after a period of working in the UK share certain characteristics with those of their host nation who are looking to emigrate to Oz, either to work there themselves or to retire. Both groups have a tendency to plan everything well...
Australian prime minister Malcolm Turnbull has scrapped controversial plans for an A$500,000 lifetime non-concessional cap on workers’ superannuation contributions – which would have been back-dated to 1 July 2007, and would have included transfers from the UK – in favour of a compromise arrangement. The...
If you have a UK pension fund, you are likely to be impacted by reforms as an emigrant to Australia. The latest reforms were announced by the Australian Treasurer Scott Morrison in May’s Australian federal budget. Whilst some of the reforms are yet to be...
The Australian government has scrapped plans to introduce a controversial A$500,000 (£286,598, $383,675, €341,174) lifetime cap curbing the amount people can save into their pensions. Treasurer Scott Morrison confirmed the U-turn on the proposed limit, which would have applied to after tax or non-concessional contributions...
On leaving the UK, a common misconception is that you are then leaving the UK Inheritance Tax (IHT) net. In many cases though, the HMRC taxes your worldwide estate, even if you have been living in Australia or New Zealand – including if you have...
The Australian government has announced wide-ranging pension reforms that are already being likened in scale to UK chancellor George Osborne’s radical pension freedom changes. Treasurer Scott Morrison, in his first budget on 3 May, set out an alteration to the amount that can be contributed...
Our experts offer advice on property, finance, visas, migration and more, for those heading Down Under....
Emigrating abroad is usually a once-in-a-lifetime experience, an opportunity to break the mould, escape the rat race and in many cases live a life you have only ever dreamt of. Sounds exciting? On planning a move, emigrants tend to focus on the big picture ‘Which...
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
