Free UK Pension Transfer E-book

Please Note: If you have a UK State Pension (or Old Age Pension), these are not eligible for transfer from the UK to Australia – click here for a link to State Pension Information.

Transferring your UK pension into an Australian superannuation fund can bring increased flexibility, tax benefits and greater control over your asset. There are also potential pitfalls that you should consider. This e-book gives you a checklist of all the critical issues you need to examine and includes the Letter of Authority Form you will need to initiate the process of receiving professional advice from Sterling Planners on your particular situation.

This free comprehensive guide will assist you with the following questions:

  • Do you have an eligible transfer?
  • Do you understand the latest (6 April 2015) ROPS regulations?
  • Are you aware of the UK Lifetime Allowance for your pensions?
  • Are you within the 6 month tax free period and have you calculated any tax liability?
  • What are the critical issues to consider? A complete checklist for your convenience.
  • What are the benefits and pitfalls of transferring a UK Pension to Australia?
  • What is the Sterling Planners Three Step UK Pension Transfer Service?

Simply fill in your details to receive your free e-book instantly via email.

Transfer UK Pension to Oz with QROPS experts