UK Pension Transfers
The decision to transfer your UK pension benefits to the Australian Superannuation
system will be one of the major financial decisions you will make and could have
a significant effect on your lifestyle in retirement.
➤ UK Pension Transfer Costs
Up Front Fees
Collins House do not charge any upfront fees for preparing your UK Pension Transfer Report.
On completion of the transfer Collins House will charge a minimum of $1,000 plus GST up to a maximum of 2% of the transfer value.
All costs and fees will be disclosed in the Pension Transfer Report and can be deducted directly from the receiving Australian
Rebate of Fees
As Collins House, is an Independent Financial Advisory firm it does not accept any commissions, referral fees or other benefits from third parties.
As a result we have arranged for the "referral fee" normally paid to Financial Advisors by Peter Almond to be rebated to you.
Once the decision has been made to commence the transfer of your UK Pension, you may wish to engage Collins House to provide you with Independent Investment Advice with regard to your Australian Superannuation options
Our initial costs start at $660 inclusive of GST.
If you would like to discuss obtaining Independent
Financial & Investment Advice, or any of our other
Professional Services, please feel free to contact us.