New UK Transfer Options for Clients with Australian Super Balances close to the Cap of $1.6M.

15 May 2017

 

May 2017 Update - From 1 July 2017, clients who are close to or have already reached their total Australian super fund balance of $1.6M, may have viable options to transfer additional UK pension funds to their Australian (complying ROPS) fund.  Specialist financial advice should be sought to navigate the options available with respect to each client's individual circumstances. 

The Advice Fee for a detailed analysis and strategy recommendation is $1,650 - click here for details.


Contact our Client Service Team on 1300 132 737 for further information.