The Pension Transfer Report
Collins House will provide a Pension Transfer Report free of charge. The report is designed to give you sufficient easy to understand information in order to make an informed decision.
The report will include
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Type of UK pension
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Details including fund value, transfer value, current and estimated future benefits.
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Penalties imposed and benefits lost due to the transfer.
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A summary of the Australian and UK legislation including the rules in relation to transferring UK pensions to Australia.
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Estimated tax payable on transfer.
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Full disclosure of fees.
Super & Investment Advice
Collins House is an independently owned, non commission fee based financial advisory firm.
Estate Planning, Taxation & Legal Advice
With over 20 years commercial experience, our team will assist you protect the assets that matter.
UK Pension Transfers
With our experienced UK Pensions Expert, resident in Australia the process is simple and inexpensive.