Seamlessly co-ordinating the work for you across countries

UNDERTAKEN BY XPAT LIMITED (UK)

1. Advice

• Recommending if a transfer of your UK pension fund is in your best financial interests or not.
• Creation of international pension strategies
• Signing off on the transfer to allow this to proceed

2. Implementing the Transfer – UK.

• Co-ordinating the UK pension transfer steps.
• Restructuring UK pension funds to fit into the Australian non-concessional limits
• Having an on-the ground presence in the UK allows this work to be completed efficiently, especially noting that a 3-month deadline applies in many cases

3. Ongoing Wealth Management -UK

• Establishing a portfolio for your UK based pensions and investments
• Reviewing and re-balancing your UK based pensions in line with your risk profile
• Ongoing advice questions re your pension funds based in the UK

UNDERTAKEN BY PX PENSION EXCHANGE (AUSTRALIA)

1. Advice

• Recommending the most suitable Australian superannuation scheme for your UK pension to be transferred into when it arrives into Australia
• Establishing the Self-Managed Superannuation Fund for the receipt of your UK pension monies (if applicable) and preparing all paperwork to have this approved by the HMRC

2. Receiving the Transfer – Australian side

• Co-ordinating the Australian transfer in and taxation paperwork as required to receive the transferred pension funds into the Australian QROPS

3. Ongoing Wealth Management – Australia

• Establishing a portfolio for your Australian based superannuation
• Reviewing and re-balancing your Australian superannuation in line with your risk profile
• Ongoing advice questions re your Australian superannuation set up, bearing in mind UK carry-over rules.