SUMMIT Accountants & Business Advisors assists UK migrants and returning expatriates with transferring their pension funds to Australia from the UK as a lump sum payment.
From experience we've found the transfer of pensions from the UK to Australian Superannuation Funds can prove very effective, allowing equity to be released to assist with new business ventures or the development of a current business.
Nearly all company and personal pension funds, including deferred, preserved and paid up benefits can be transferred, subject to meeting the following criteria:
- The funds have not commenced paying an annual pension or annuity
- The transferred funds enter into the Australian superannuation system
- The funds are not Old Age or UK state pensions
As a UK migrant or returning expatriate you may be able to achieve a better retirement income by transferring your UK pension funds to Australia. But will transferring benefit you?
We can help you answer this all important question with no cost or ongoing obligation, because whilst not everyone benefits from transferring, everyone should at least find out.
Getting started is easy, all you need to do is click here, or telephone our office on (03) 9622 0600 or +613 9622 0600 if calling from overseas, to discuss your situation with a specialist now.
We will compare your retirement position if your funds are left in the UK or transferred to Australia. Transferring is time sensitive, so find out what your position is now, you have nothing to lose.
