SUPPORT SERVICES

The UK Pension Transfer Support Services we offer are as follows:

Obtaining Current Equivalent Transfer Value (CETV) and release papers from the UK Funds. This is required before reports and facilitation can proceed.

$352 incl GST

Facilitation of moving monies from the UK Funds to Australia including corresponding with UK and Australian Funds and assembling discharge documents.

$352 incl GST

A comprehensive report which calculates the transfer assessable amount for tax purposes and also includes calculations on whether the transfer will result in a larger retirement income, the need for a staggered transfer, the value of making voluntary contributions to State Basic Pensions, etc.

$440 incl GST

Assistance in applying for QROPS status for a SMSF.

$110 incl GST

All our services are priced with a fixed fee as quoted above. There are no hidden extra's and they are not related to the size of the funds moved.

Please complete the data form to initiate any of the above services. To discuss any aspect of a transfer do not hesitate to phone Brian Bendzulla or Lisa Hayes on FreeCall 1800 203 123.