UK Pension – Transfer to Australian Self-Managed Superannuation Fund

We have recently had success in transferring a UK pension over to an Australian self-managed superannuation fund (SMSF).

There is now an age restriction of 55+ for the members of an SMSF who would like to transfer their pension from the UK, and a deed upgrade will need to occur, however we do see a large increase of Australians working in the UK and having pension scheme balances, that used to feel ‘lost’ upon returning to Australia.

If this is something that you think you could benefit from or would like further information, please contact me.


2 thoughts on “UK Pension – Transfer to Australian Self-Managed Superannuation Fund

  1. An interesting discussion
    is definitely worth comment. I do think that you need to publish more on this issue,
    it might not be a taboo matter but generally people
    do not speak about
    such topics. To the next!
    Cheers!!

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