UK Pension Transfers to Australia - Defined Benefit Pensions | QROPS Transfer

Specialists In Large Transfer Values

Dave Gooding, ex Management Consultant from a Top Tier consultancy firm, understood that getting specialist advice on his own UK pension transfer could potentially save him significant $$$ by ensuring tax optimisation and Lifetime Allowance considerations were reviewed. Large Transfers include those greater than the current NCC Cap (Non Concessional Contribution Cap).  Learn More

Why Clients Trust Us with their Money

"The reason I chose Sterling Planners was because of their experience with UK Pension Transfers... mainly because it was such a complicated process... with lots of paperwork and rules and regulations to wade through... I did try a couple of other financial advisers and found that they didn't really know their stuff... and that was very difficult because my money was in a different country... I believe it's important to deal with people who know what they're doing. Brent makes it all so easy... he explains everything very well. It's been over 10 years now and he's still looking after my portfolio and we've become very good friends" - Sue Gleave

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Window of Opportunity - Latest Super Changes


  On 15 September 2016 the Government announced some significant changes to the superannuation proposals previously announced on Budget night. Whilst we await (draft) legislation to confirm the exact mechanics of these announcements, the following opportunities arise before 1 July 2017:    Clients who thought they would not be able… Read More.

Due to Industry wide QROPS Issues, UK Pension Transfers on Hold


September 12, 2016 - HMRC ROPS List Update. Over 55 SMSF Transfers are currently the only transfer option available to Australia under QROPS regulations. Download our Free UK Pensions E-book for a summary of the recent (2015) QROPS changes and tax implications. We do not recommend offshore schemes in Malta, NZ, Gibraltar, Guernsey or Isle… Read More.