We provide considered and practical advice to returned/returning UK Expats and UK migrants who are looking to transfer their pension to Australia.
With 25+ years of knowledge and expertise, we’ve dealt with some of the largest and most complex UK pension transfers.
Historically a transaction based service, today, complexities enforced by HM Revenue and Customs (HMRC), the Australian Taxation Office and Australia’s superannuation system means that every transfer is different.
Compliance aside, in order to maximise the benefits of your transfer, strategy must be considered in the context of your individual circumstances.
Unlike other transfer services, we offer an integrated global solution incorporating our expertise in Australian Superannuation and QROPS, and mandatory UK advice (if required by HMRC) from accredited and FCA licensed UK advisers.
We believe that the quality of your transfer is directly proportional to the knowledge and expertise of your team. Our FinSec PTX services include:
- Australian pension transfer specialists
- QROPS specialists
- UK advisers (affiliates)
- SMSF specialists
- Broader financial planning specialists