"Your pension will be an important layer to your financial framework in retirement. If you are currently, or have previously lived overseas, chat to us to determine how your Australian pension will be affected and how to claim while abroad."
This includes tax advice and advice on pensions. If you are an expat currently living in Australia, Financial Framework can help you to transfer your pension to Australia. If you are an Australian citizen who is currently living or travelling overseas, we can advise you on how your Australian pension will be affected, and how you can claim while abroad.
If you are a UK expat living in Australia, and your UK pension has a value of at least £50,000, you are most likely eligible to transfer your UK pension to Australia. Getting your pension out of the UK will improve your tax position and give you greater options to grow your wealth.
If you are living or travelling overseas (or are about to be) talk to us about your Australian pension. Your pension will be an important layer of your financial framework in retirement, so you will benefit from long-term planning – even if you are a long way from retirement. You’ll be able to enjoy your time overseas knowing your future finances are secure.
How do you know if you qualify for transferring your pension? The Australian government Department of Human Services explains:
It might be the most valuable move you can make...
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Financial Framework Pty Ltd trading as Financial Framework are Authorised Representatives of Synchron Advice Pty Ltd, AFS Licence 243313.
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where necessary, seek professional advice from a financial adviser.