Services to UK Expats in Australia

• Setting-up superannuation plans in Australia that satisfy the stringent Qualifying Recognised Overseas Pension (QROPS) requirements, allowing tax efficient and cost-effective transfer of UK pension funds to Australia.
  
  
• Releasing "stranded assets": including pension funds, endowments and other UK based savings.
  
  
• Managing the transfer and investment of funds from the UK and combining with Australian investment assets.
  
  
• Managing what you have left behind: if you have assets back in UK that you want to leave there, we can manage them for you through our UK regulated company.
  
  
• Replacing UK Life insurance: if you continue to pay for UK based life insurance it may be subject to tax in the UK and Australia; we can replace this cost effectively with a tax qualified Australian plan.
  
  
• Favourable FX currency services through our relationship with Investec bank.
  
  
• Domestic superannuation, investment, critical illness insurance and healthcare advice.

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