international transfers


With the globalisation of employment markets and Australia's significant migrant intake over the years, movement of retirement monies is an important issue.

 

The links below will give you important information and assistance with transferring monies into Australia.


Services Offered


A list of services offered to assist you with transferring your money to Australia.
Click here .. >


DIY Pack


For those advisors or individuals who wish to undertake this process on your own.
Click here .. >


UK Information


Details of QROPS and other UK requirements for transfers including what to do if a drip-feed strategy is required, the decision to move or leave monies in the UK, details of how to calculate deductible amounts, registering as a QROPS, and information on UK State Basic Pension.
Click here .. >


Australian Information


A particular focus on Non Concessional Contribution Cap restrictions and working out the level of tax to be paid on the growth component.
Click here .. >


Other Countries


Detailed New Zealand information together with brief overviews of a variety of other English speaking countries.
Click here .. >


FAQs


A list of our most frequently asked questions.
Click here .. >


Reference


Technical notes, exchange rates and other useful information.
Click here .. >



 

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.