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Search: Posts Made By: m_j_t
Showing results 1 to 11 of 11
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Forum: Australia
Sep 21st 2021, 10:17 am
Replies: 25
Views: 4,870
Posted By m_j_t

Re: Accessing UK Pensions in retirement.....

I don't think I can stay within the threshold, even if I took the max tax free. Without any tax free UK income would be very close to 17K ukp so well above the 12570 tax free threshold. With the max...
Forum: Australia
Sep 20th 2021, 7:54 am
Replies: 25
Views: 4,870
Posted By m_j_t

Re: Accessing UK Pensions in retirement.....

So, I'm approaching 65 and have 3 UK pensions schemes that will total about 17K (uk)

Scheme 1 joined May 1977, left Dec 1986 approx 11.5K (uk) pa. Have claim form with 2 options the 11.5K and 9K...
Forum: Australia
May 24th 2020, 10:35 am
Replies: 3
Views: 1,401
Posted By m_j_t

Re: Pension tax-free lump sum and ATO data matching a Warning

Rammygirl, it's not about taxation, rather that the ATO took a one off payment as being an annual payment and have distributed that information to other agencies.

The ATO here do the data...
Forum: Australia
May 20th 2020, 8:58 pm
Replies: 3
Views: 1,401
Posted By m_j_t

Pension tax-free lump sum and ATO data matching a Warning

Back in 2017 when a pension matured I took a tax-free lump sum.

Due to coronavirus stimulus measures I became eligible, just, for JobSeeker (dole) payments. By just, they raised the income...
Forum: Australia
Apr 4th 2017, 3:57 pm
Replies: 5
Views: 1,669
Posted By m_j_t

Re: Getting close to retirement UK Pesions, what to do?

An update.

I complained to Aviva and basically got no-response. I then complained to the Pension's Ombudsman. Within a few days, Aviva responded with quotations.

The pension will be paid from...
Forum: Australia
Feb 9th 2017, 9:07 pm
Replies: 5
Views: 1,669
Posted By m_j_t

Re: Getting close to retirement UK Pesions, what to do?

For the buyout/s32/Defined Contribution scheme it's a personal pension (i.e. you bought out of the scheme, generally because you became a deferred member with reduced benefits, generally because you...
Forum: Australia
Feb 9th 2017, 1:58 am
Replies: 5
Views: 1,669
Posted By m_j_t

Re: Getting close to retirement UK Pesions, what to do?

Scotty1, I've spent most of my time since originally posting looking into this. The first fund is what they call a S32, buyout policy or a Defined Contribution.

Furthermore, it is one that has a...
Forum: Australia
Feb 1st 2017, 7:49 pm
Replies: 19
Views: 1,876
Posted By m_j_t

Re: How long is a piece of string & other first world problems...

Have you considered renting in/around Campbelltown? (PS a stone's throw away at Narellan Vale). A Porsche would be a waste, a pushbike would probably be faster :)
Forum: Australia
Feb 1st 2017, 7:42 pm
Replies: 66
Views: 11,185
Posted By m_j_t

Re: Don't belong

I find the best way to fit is to simple to say "I'm British, but I don't like Cricket, I don't like Football, but I will on occasion drink a warm beer". :)
Forum: Australia
Feb 1st 2017, 7:33 pm
Replies: 16
Views: 1,722
Posted By m_j_t

Re: Understanding Medicare and private health insurance

The last operation that I had, when confronted with the anaesthetist I said (as it was) that the specialist told me the operation was fully covered. They dropped the anaesthetist fee straight away. I...
Forum: Australia
Feb 1st 2017, 7:33 am
Replies: 5
Views: 1,669
Posted By m_j_t

Getting close to retirement UK Pesions, what to do?

I have just received a letter from 1 of the 3 UK pension schemes. It matures in March (Benefit date age 60). The other two are 5 years away (i.e. mature when I'm 65).

The one in question is a...
Showing results 1 to 11 of 11


 
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