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Search: Posts Made By: GoodwinFS
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Forum: Australia
Apr 27th 2004, 6:52 am
Replies: 8
Views: 848
Posted By GoodwinFS

Re: Minimising tax on UK pensions

Be carefule with family trust rules in Australia. All money has to be distributed, therefore it is a look through entity, meaning it is just like receiving money yourself anyway. Also many providers...
Forum: Australia
Apr 27th 2004, 6:45 am
Replies: 8
Views: 628
Posted By GoodwinFS

There are new rules that are looking to apply...

There are new rules that are looking to apply from July 04 if they pass through parliment in Australia. I have prepared these transferred before for clients and it doesn't seem that difficult, just...
Forum: Australia
Apr 19th 2004, 4:07 am
Replies: 17
Views: 2,278
Posted By GoodwinFS

No problem. If you need any help, just give me a...

No problem. If you need any help, just give me a buzz.

regards
George Caredes
[email protected]
Forum: Australia
Apr 16th 2004, 3:03 am
Replies: 5
Views: 667
Posted By GoodwinFS

Re: any financial advisors reccomended

The serps issue that I had with a client is that I tried to Correspond with the UK Inland revenue service (and so has the client) and just can't get a response from them.

There is also an...
Forum: Australia
Apr 15th 2004, 12:42 am
Replies: 5
Views: 667
Posted By GoodwinFS

Re: any financial advisors reccomended

Hi, I am actually an adviser in Sydney.

There are a number of avenues to transfer pensions. Some can be transferred, others cannot. Most private pensions are accessible, but most SERPS...
Forum: Australia
Apr 15th 2004, 12:28 am
Replies: 3
Views: 867
Posted By GoodwinFS

Re: Ozzie Mortgage Salary Multiplier

The basis of most mortgage providers for property is that you have at least 10% deposit. In addition to this, they look at your free cash flow. they look at your current credit card limits. The key...
Forum: Australia
Apr 15th 2004, 12:21 am
Replies: 1
Views: 450
Posted By GoodwinFS

Re: Pensions

State pensions in Australia really don't exist in the same way UK pensions do. There is a social security pension available for people unemployed or in retirement for people who are not financially...
Forum: Australia
Apr 14th 2004, 3:35 am
Replies: 17
Views: 2,278
Posted By GoodwinFS

Here is some advice then (which was the objective...

Here is some advice then (which was the objective of the post in the first place):

Just thought I would give my perspective and actual transfer experience as I have done this for clients in the...
Forum: Australia
Apr 14th 2004, 2:40 am
Replies: 17
Views: 2,278
Posted By GoodwinFS

Pension Transfers

Hi Mark, saw your post. I am actually an Adviser in Australia. It should cosst you nothing upfront as you can do alot of it yourself once you actually get to OZ. Firstly, just get transfer docs from...
Forum: Australia
Apr 13th 2004, 9:26 am
Replies: 12
Views: 1,242
Posted By GoodwinFS

Thought this would solve the issue with the...

Thought this would solve the issue with the transfer of pensions. It can be done. Forget the inland revenue service. I contacted them over a 4 month period from Australia and got knowhere.

See...
Forum: Australia
Apr 13th 2004, 9:22 am
Replies: 9
Views: 672
Posted By GoodwinFS

Guys, the work is in the paperwork which can be...

Guys, the work is in the paperwork which can be done very easily in most cases and won't cost you an entry fee when transferred to Australia. The reason for this is simply because we would prefer you...
Forum: Australia
Apr 13th 2004, 9:09 am
Replies: 6
Views: 1,248
Posted By GoodwinFS

Re: Montfort International - any good?

Guys, I don't know what service you were trying to get from this guy but I guess you were not happy. All Australian Licenced advisers fall under the FSRA rules. If you think that someone has not...
Forum: Australia
Apr 13th 2004, 9:03 am
Replies: 15
Views: 1,990
Posted By GoodwinFS

Re: Get quality advice on pensions and endowments

Sorry Guys, here is something hot off the press that i found. new amendments, which alleviates the 6 month rule. It is not law yet but proposed. See attached article.

Regards
George Caredes...
Forum: Australia
Apr 13th 2004, 8:58 am
Replies: 8
Views: 934
Posted By GoodwinFS

Trabsfer of pension entitlements

Just thought I would give my perspective and actual transfer experience as I have done this for clients in the past.

1. You can leave your pension entitlements in the uk, and in some cases you...
Forum: Australia
Apr 13th 2004, 8:11 am
Replies: 15
Views: 1,990
Posted By GoodwinFS

Re: Get quality advice on pensions and endowments

Hi, just saw this website and I have found it very interesting. I am actually a financial adviser in Australia who has had dealing with UK pension scheme transfers.

New rules have been put in...
Forum: Australia
Apr 13th 2004, 8:05 am
Replies: 15
Views: 1,990
Posted By GoodwinFS

Re: Get quality advice on pensions and endowments

Hi, just saw this website and I have found it very interesting. I am actually a financial adviser in Australia who has had dealing with UK pension scheme transfers.

New rules have been put in...
Showing results 1 to 16 of 16


 
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