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The Process
We have streamlined our process to ensure we are able to transfer your UK pension funds to Australia as quickly and as easily as possible as majority of the information can be passed via the internet. Should you wish to commence the process of transferring your funds to Australia, follow the steps below so that we can start the analysis for you.
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Step 1
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Compare our fees to ensure we are the cheapest in Australia before you proceed any further. View a comparison by clicking here.
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Step 2
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Complete our simple online data collection form to provide us with the details of your UK pension funds including your personal details, fund contact details and amounts. Start this data collection process by clicking here.
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Step 3
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We will forward to you some forms to authorise us to obtain information relating directly to each of your UK pension funds. This is to ensure we analyse the benefits individually.
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Step 4
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Once we have obtained this information, we interpret the data and prepare a Report that details what you can expect from your former UK pension funds and what that relates to in Australia.
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Step 5
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If appropriate, we then facilitate the transfer of entitlements into a registered QROPS superannuation fund in Australia.
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