Harding Wealth Management is one of Australia's pre-eminent financial planning practices for UK pension transfer advice. With a unique, unrivalled combination of UK and Australian financial planning qualifications and over 25 years of client advisory experience, we deliver the level of expertise you require for this specialist area of advice.
You would be forgiven for assuming that when seeking a firm in Australia offering UK Pensions advice, that they would have the appropriate UK qualifications. Incredibly, this is rarely the case. Our view is that your adviser should be able to demonstrate to you that they have the appropriate qualifications and advice experience, in both the UK and Australia in order to provide the guidance you need.
You would be forgiven for assuming that when seeking a firm in Australia offering UK Pensions advice, that they would have the appropriate UK qualifications. Incredibly, this is rarely the case. Our view is that your adviser should be able to demonstrate to you that they have the appropriate qualifications and advice experience, in both the UK and Australia in order to provide the guidance you need.
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As specialists in UK Pension transfer advice we are committed to ensuring that you receive the most appropriate advice for your own particular circumstances. We deliver our advice through an unequalled combination of relevant UK and Australian experience and qualifications.
Having spent the majority of his career as a Financial Adviser in the City Of London, Simon delivers the highest levels of integrity, professionalism, and attention to detail that working in the world's financial capital demands.Harding Wealth Management is a boutique financial planning practice based in Willunga, in the heart of the McLaren Vale wine region.
Having spent the majority of his career as a Financial Adviser in the City Of London, Simon delivers the highest levels of integrity, professionalism, and attention to detail that working in the world's financial capital demands.Harding Wealth Management is a boutique financial planning practice based in Willunga, in the heart of the McLaren Vale wine region.
As you are aged 55 or over then you may well be fortunate enough to be entitled to transfer your UK pensions directly to Australia. This will need to be to a complying QROPS fund. If you live in Australia and have UK pension benefits you may be aware that you can no longer transfer the funds into the Australian Super system until you are aged 55.
General advice warning: The information/advice provided in this web site is general advice only. It has been prepared without taking into account any person's individual objectives, financial situation or needs. Before acting on anything on this web site you should consider its appropriateness to you, having regard to your objectives, financial situation and needs.
As you live in Australia and have UK pension benefits you may be aware that you can no longer transfer the funds into the Australian Super system until you are aged 55. There remains, however, some excellent opportunities available to help you maximize your future retirement funds. With the current market forces in place, it is an opportune time to investigate these further.
If you are aged 55 or over then you may well be fortunate enough to be entitled to transfer your UK pensions directly to Australia. This will need to be managed using a QROPS fund to avoid huge tax penalties. UK Pensions advice for those now resident in Australia can clearly be separated between the over 55 year olds and the under 55s.
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Taylah Hunter
Jun 12, 2019
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