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

Pension transfer

Wikiposts

Pension transfer

Thread Tools
 
Old Oct 2nd 2007 | 10:20 pm
  #31  
Migration Agent
 
Joined: May 2002
Posts: 6,462
From: Offices in Melbourne, Brisbane, Perth, Geelong (Australia), and Southampton (UK)
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: Pension transfer

Karen,

Your question is where the value added advice comes in => speak with a financial planner in Australia. If you'd like a name and contact details, or if you'd like a recommended planner to contact you please send me an email (or a PM with your email address) confirming where you plan to live.

Best regards.
 
Old Oct 2nd 2007 | 10:38 pm
  #32  
Weirdstone's Avatar
Australian Citizen
 
Joined: Apr 2007
Posts: 7,810
From: Elsternwick/Melbourne
Weirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond repute
Default Re: Pension transfer

Originally Posted by Weirdstone
I wasn't envisaging that sort of fee !!

How did you get the forms needed ?... might be worth a look at doing it myself too

Thanks
Cas
Can anyone help please?

Or is it possible that your Super provider here can do an 'International' rollover?
 
Old Oct 2nd 2007 | 10:41 pm
  #33  
Migration Agent
 
Joined: May 2002
Posts: 6,462
From: Offices in Melbourne, Brisbane, Perth, Geelong (Australia), and Southampton (UK)
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: Pension transfer

Contact your UK pension scheme administrators and ask them about the documentation they will need to effect a transfer of your UK scheme benefits to an Australian superannuation fund.

I recommend giving them a telephone call.

If the process of arranging a transfer looks too difficult after you have had that conversation and seen the forms/documents needed consider engaging a professional advisor to assist you.

Best regards.
 
Old Oct 2nd 2007 | 10:46 pm
  #34  
Weirdstone's Avatar
Australian Citizen
 
Joined: Apr 2007
Posts: 7,810
From: Elsternwick/Melbourne
Weirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond reputeWeirdstone has a reputation beyond repute
Default Re: Pension transfer

Originally Posted by Alan Collett
Contact your UK pension scheme administrators and ask them about the documentation they will need to effect a transfer of your UK scheme benefits to an Australian superannuation fund.

I recommend giving them a telephone call.

If the process of arranging a transfer looks too difficult after you have had that conversation and seen the forms/documents needed consider engaging a professional advisor to assist you.

Best regards.
Thanks ...I was going to do that ...didn't word it very well, meant to ask if anyone had done it, or knew anything about it.
I will, hopefully, be transferring my NHS pension into my Industry Superfund.

Last edited by Weirdstone; Oct 2nd 2007 at 10:49 pm.
 
Old Oct 3rd 2007 | 3:04 pm
  #35  
steve99's Avatar
Living in Perthection
 
Joined: Mar 2003
Posts: 1,868
From: Wickedy WA WA...
steve99 has a reputation beyond reputesteve99 has a reputation beyond reputesteve99 has a reputation beyond reputesteve99 has a reputation beyond reputesteve99 has a reputation beyond reputesteve99 has a reputation beyond reputesteve99 has a reputation beyond reputesteve99 has a reputation beyond reputesteve99 has a reputation beyond reputesteve99 has a reputation beyond reputesteve99 has a reputation beyond repute
Default Re: Pension transfer

Originally Posted by Weirdstone
Thanks ...I was going to do that ...didn't word it very well, meant to ask if anyone had done it, or knew anything about it.
I will, hopefully, be transferring my NHS pension into my Industry Superfund.
My wife is in the process of transfering over her NHS pension, unfortunately the pension is in her maiden name so thats added confusion to the process..
Of the 5 pension providers we contacted they were the least helpfull, and only seemed to want to communicate by letter, where'as the others gave figures/details over the phone.
The end result was basically get a transfer value from the UK pension company's print a form from my existing Aus Super fund, fill in the details and send it back to them, they supposedly then contact the pension companies and do the rest. Still early days as only about a month in.
 
Old Jan 10th 2008 | 4:40 pm
  #36  
Just Joined
 
Joined: Jan 2008
Posts: 4
Sunburnt Pom is an unknown quantity at this point
Default Re: Pension transfer

Originally Posted by steve99
My wife is in the process of transfering over her NHS pension, unfortunately the pension is in her maiden name so thats added confusion to the process..
Of the 5 pension providers we contacted they were the least helpfull, and only seemed to want to communicate by letter, where'as the others gave figures/details over the phone.
The end result was basically get a transfer value from the UK pension company's print a form from my existing Aus Super fund, fill in the details and send it back to them, they supposedly then contact the pension companies and do the rest. Still early days as only about a month in.
How did you calculate the tax on the growth for a NHS pension or any company pension for that matter?
 

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 - Your Privacy Choices

Copyright © 2026 MH Sub I, LLC dba Internet Brands. All rights reserved. Use of this site indicates your consent to the Terms of Use.