5 April 2019 – seems like a fairly unimportant date to most, but if you’ve eligible to purchase UK National Insurance Credits at the Class 2 rate, it’s D-Day. On the 5th (which will come around sooner than you may think), Class 2 rates will be abolished by the UK government and you’ll be stuckread more
Pension transfers may seem more complex than ever following the changes on 8 March 2017. Ideally, you would need financial advisors who will look at all of your benefits in Australia and UK to ensure that you are compliant with the legislations of both countries. Whilst advisors do not have a crystal ball for jobread more
If you are in the process or planning to transfer your UK pension to Australia, it is important that you stay informed on the latest rule changes on Qualifying Recognised Overseas Pension Scheme (QROPS). Early in March, Her Majesty’s Revenue and Customs (HMRC) announced that payments made to QROPS may be subject to 25% UKread more
If you have ever worked in the UK then you will have paid National Insurance contributions. These contributions are paid by workers and employers towards the cost of certain state benefits, one of which is the State Pension. When you left the UK you may have filed away a letter from HMRC which confirmed howread more
Thank you to everyone who attended our information evening on 29 November. We had the pleasure of hearing from guest speaker Philip Parker, Executive Chairman/Chief Investment Officer from Altair Asset Management who discussed the market outlook for the GBP and explained their portfolio. Our pension transfer team explained the options available for transferring UK Pensions andread more
Date - Tuesday, 29 November 2016 Time - 6:00pm - 7:00pm Venue - 5 Davidson Terrace, Joondalup Join our Pension Transfer Specialists for an interesting evening as we discuss the options available for transferring your UK Pension. We're also excited to have guest speaker Philip Parker, Executive Chairman of Altair Asset Management and one of Australia's topread more
The government’s delivery of the Federal Budget last 3 May 2016 caused what others refer to as “the biggest shake-up in superannuation since the Howard/Costello changes of the 2006 Budget.” Among the key super reforms that were proposed were: The revision of non-concessional (after-tax) super contributions to a $500,000 lifetime cap from the $180,000 annualread more
In 2014 the Federal Treasury reported that there are 6 million “lost” superannuation accounts holding an amount of no less than $16 billion. With a new legislation in effect (since the end of 2015), any lost super that has balances less than $4,000 and was inactive for the last 12 months, will be transferred to theread more
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