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Pensions Transfer

Important Changes on QROPS Rules

March 16th, 2017

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

Increase Contributions at Lower Class 2 Rates to Maximise Your UK Pension

February 16th, 2017

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

MP+ Pension Transfer Information Evening

December 1st, 2016

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

UK Pension Transfers Seminar – Tuesday, 29 November 2016, 6pm

October 25th, 2016

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

Proposed Changes to Superannuation in the 2016 Federal Budget

May 26th, 2016

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

Find Your Lost Super Before It’s Transferred

May 9th, 2016

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

Will I get the NEW UK State Pension?

April 18th, 2016

The NEW UK State Pension is £155 a week.  Your starting amount will be calculated as at 6 April 2016. The new state pension is linked to your National Insurance contributions. The entitlement you may get if you retire after 6th April 2016, will be the higher of what was due to you under theread more

Australian QROPS Approved Self-Managed Super Funds for the Over 55’s

March 9th, 2016

As at 1 July 2015 all UK Pension transfers were placed on hold, following the removal of 1800 QROPS schemes from the UK approved list of schemes. Australia’s overarching superannuation rules, which allow for the early release of funds prior to the UK Pension Age Test of 55, contravened UK Pensions Legislation.  As a resultread more

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