Go Back  British Expats > Living & Moving Abroad > Australia
Reload this Page >

moving pensions etc

moving pensions etc

Old Aug 13th 2008, 9:51 am
  #1  
BE Enthusiast
Thread Starter
 
Joined: Apr 2006
Location: Upper kedron
Posts: 409
raven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to behold
Default moving pensions etc

Looking for some profesional advice on moving pensions etc from uk. I suppose what i am looking for is a financial advisor in Oz (Brisbane) with experience in both UK And OZ. Anybody recommend someone?
Raven
raven is offline  
Old Aug 13th 2008, 10:18 am
  #2  
BE Forum Addict
 
koalakim's Avatar
 
Joined: Dec 2006
Location: Mt Martha, Melbourne
Posts: 1,199
koalakim has a reputation beyond reputekoalakim has a reputation beyond reputekoalakim has a reputation beyond reputekoalakim has a reputation beyond reputekoalakim has a reputation beyond reputekoalakim has a reputation beyond reputekoalakim has a reputation beyond reputekoalakim has a reputation beyond reputekoalakim has a reputation beyond reputekoalakim has a reputation beyond reputekoalakim has a reputation beyond repute
Default Re: moving pensions etc

Hi

Depends on what type of pension you have.

I had a very good UK final salary scheme one and was advised not to move it, unless I was very sure I'd be in Oz on retirement. So, I've left it for now.

But you really do need someone who can advise you personally.

Kim
koalakim is offline  
Old Aug 14th 2008, 8:32 am
  #3  
BE Enthusiast
Thread Starter
 
Joined: Apr 2006
Location: Upper kedron
Posts: 409
raven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to beholdraven is a splendid one to behold
Default Re: moving pensions etc

Originally Posted by koalakim
Hi

Depends on what type of pension you have.

I had a very good UK final salary scheme one and was advised not to move it, unless I was very sure I'd be in Oz on retirement. So, I've left it for now.

But you really do need someone who can advise you personally.

Kim
so who advised u not to move it?
raven is offline  
Old Aug 15th 2008, 6:05 pm
  #4  
Forum Regular
 
Joined: Apr 2007
Location: North Lakes, Qld
Posts: 50
Robbie_Paula is an unknown quantity at this point
Default Re: moving pensions etc

Originally Posted by raven
Looking for some profesional advice on moving pensions etc from uk. I suppose what i am looking for is a financial advisor in Oz (Brisbane) with experience in both UK And OZ. Anybody recommend someone?
Raven
Hi Raven, we are emigrating out to Brisbane next week and have the same question. We haven't sorted anything out regarding our investments or Pensions yet...... oops. So far it doesn't look like there are too many expats out there who can give us advice on this.

Has anyone on Expats sorted out their Pensions and Finances AFTER they moved to Australia?

Who did you use and were they any good?

and finally, what were the biggest problems sorting out your finances when in Australia?

Any advice much appreciated.

Robbie
Robbie_Paula is offline  
Old Aug 15th 2008, 9:21 pm
  #5  
BE Enthusiast
 
Joined: Sep 2005
Location: Hallett Cove,Adelaide
Posts: 449
jollyswagman has a spectacular aura aboutjollyswagman has a spectacular aura aboutjollyswagman has a spectacular aura about
Default Re: moving pensions etc

Hi, we are also trying to get advice as i believe you can only take money to Oz once tax free and then it's 30% after that! Have been advised that if you leave isa in uk Oz will tax you on it! I have also gathered from info on here that you have 6 months in which to take advantage of the no tax on transfering!
Hifi and Go Matilda will both advise and i know George from Go Matilda is an accountant in both u.k and Australia, i have just downloaded forms "tax planning questionaire" which i will fill in and return to Go Matilda and they will give me a price for the advice, i don't know how much but will post an idea on here when i know. The question is can i afford not to get the professional advice?
Debbie
jollyswagman is offline  
Old Aug 15th 2008, 11:34 pm
  #6  
Migration Agent
 
Joined: May 2002
Location: Offices in Melbourne, Brisbane, Perth, Geelong (Australia), and Southampton (UK)
Posts: 6,459
Alan Collett has a reputation beyond reputeAlan Collett has a reputation beyond reputeAlan Collett has a reputation beyond reputeAlan Collett has a reputation beyond reputeAlan Collett has a reputation beyond reputeAlan Collett has a reputation beyond reputeAlan Collett has a reputation beyond reputeAlan Collett has a reputation beyond reputeAlan Collett has a reputation beyond reputeAlan Collett has a reputation beyond reputeAlan Collett has a reputation beyond repute
Default Re: moving pensions etc

Debbie,

My name is Alan, not George!

Also, some of the points in your posting are not correct ...

Hope to receive the Questionnaire soon.

Best regards.
Alan Collett is offline  

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Contact Us - Archive - Advertising - Cookie Policy - Privacy Statement - Terms of Service -

Copyright © 2024 MH Sub I, LLC dba Internet Brands. All rights reserved. Use of this site indicates your consent to the Terms of Use.