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.

➤ The Pension Transfer Report

Collins House will provide a Pension Transfer Report free of charge. The report is designed to give you sufficient easy to understand information in order to make an informed decision.

The report will include:

  • Type of UK pension
  • Details including fund value, transfer value, current and estimated future benefits.
  • Penalties imposed and benefits lost due to the transfer.
  • A summary of the Australian and UK legislation including the rules in relation to transferring UK pensions to Australia.
  • Estimated tax payable on transfer.
  • Full disclosure of fees.

Contact Us

If you would like to discuss obtaining Independent
Financial & Investment Advice, or any of our other
Professional Services, please feel free to contact us.

Call us
(03) 9629 6922

<span>Call us</span><br>(03) 9629 6922

Connect

<span>Connect</span>

Collins House

Collins House
Level 13
90 Collins Street
MELBOURNE VIC 3000

Privacy Policy

Services

Taxation & Accounting Advice

Estate Planning & Legal Advice

Retirement Planning Advice

Independent Financial & Investment Advice

UK Pension Transfers

Contact

T/ (03) 9629 6922

F/ (03) 9620 5131

Mailing Address:
PO BOX 16056
Collins Street West
Melbourne VIC 3007