What is an Exchange Traded Fund (ETF)?
Exchange Traded Funds (ETFs) are an efficient and low-cost way of investing in shares or other assets and have become one of the world’s most popular ways to invest. ETFs are managed funds that trade on an exchange like the ASX. You can trade ETFs in the same way you trade shares. The difference is that […]
Why UK Pension Qualifications Matter
Sometimes we get asked; why is it so vital that you have UK pension qualifications when we are seeking advice around Australian super? You’ve worked hard, built up your UK pension, and now you’re living in Australia. When it comes to transferring your UK pension into an Australian superannuation fund (QROPS), you’ll face a minefield […]
Should You Use a Self-Managed Super Fund (SMSF) for Your UK Pension Transfer?
Should You Use a Self-Managed Super Fund (SMSF) for Your UK Pension Transfer? If you’re a UK expat or returning Australian with a significant UK pension—say £250,000 or more—chances are you’ve come across the term QROPS (Qualifying Recognised Overseas Pension Scheme). And if you’re exploring your options, one question inevitably arises: “Would a Self-Managed Super […]
7 Key Areas to Look for in a UK Pension Adviser
7 Key Areas to Look for in a UK Pension Adviser Selecting the right adviser to assist with your UK pension fund transfer to Australia is a crucial financial decision. To ensure you receive the best possible advice and avoid potential pitfalls, we have compiled a Seven Key Areas checklist. These areas cover Qualifications, Regulation, […]
Should fees be the key driver in choosing an adviser?
Understanding the True Value of Financial Advice One of the most common first questions we receive is: “What are your fees?” While this is a valid and important consideration, adviser costs are only one piece of the equation. When making financial decisions—especially one as significant as transferring a UK pension to Australia—it’s crucial to look […]
How to Transfer your UK Pension to Australia
If you are looking to transfer a UK Pension fund to Australia in 2025 you may well discover it is a complicated process. Complicated, but in many circumstances worth it. It is understandable that if you are a UK expat (or returning Australian), who has decided to make Australia their permanent home, you will want […]
Have you left your UK pension home alone?
Sometimes it can be quite confusing being a UK expat living permanently in Australia. Do you follow AFL or NRL? Are you still allowed to call it football or must it be soccer? Is Vegemite actually better than Marmite? Will this darn sunshine never end? One confusing aspect of life “Down under” that is not […]
