transfer services
The UK Pension Transfer Support Services we offer are as follows:
A comprehensive service may be obtained for a flat fee of $1,375 including GST per UK fund, this covers
- Obtaining the Current Equivalent Transfer Value (CETV), release papers and associated correspondence from the UK Fund.
- Facilitation of the transfer of the money from that UK fund to Australia including correspondence, with the UK and Australian Fund and assembling discharge documents.
- Provision of a comprehensive report which calculates the transfer amount assessable for income tax purposes, including calculations on whether the transfer will result in a larger retirement income, the need for a staggered transfer and the value of making voluntary contributions to State Basic Pensions.
Should a client have a requirement to obtain Current Equivalent Transfer Values and release papers from multiple funds the cost of each additional fund is a flat fee of $165 including GST.
Should there be a requirement to transfer money from multiple funds, the cost of each additional fund is a flat fee of $440 including GST.
Should it be necessary to stagger the transfer of funds to achieve an optimum outcome (e.g if the contribution cap is likely to be breached), the cost of each transfer in later years is the fee for the additional transfer in the year that the transfer is made.
Should a second comprehensive report be required the cost of the second report is $440 including GST.
Should a client require assistance with applying for Qualifying Recognised Overseas Pension Scheme (QROPS) status for a Self Managed Superannuation Fund, the cost is $110 Including GST.
Fees (inclusive of GST) for individual components of these services are as follows:
- CETV and release papers (Initial) $330
- Additional CETVs (each) $165
- Facilitation transfer of moneys (Initial) $495
- Additional transfer of money (each) $440
- Comprehensive transfer tax report (initial) $550
- Additional transfer tax report $440
Please complete the data form to initiate any of the above services. To discuss any aspect of a transfer do not hesitate to phone us on Free Call 1800 203 123 or by email at transfers@bendzulla.com.
All our services are priced with a fixed fee as quoted above. There are no hidden extra’s and the fees are not related to the size of the funds moved. All fees are quoted inclusive of Australian GST.
apply now
UK transfer dataform .. >
If you would like us to help you with your transfer - download our dataform and send to us via email or fax today.
DIY pack .. >
If you prefer to do your transfer yourself - our DIY pack shows you how.