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Overseas Pensions 


Mature

QROPS Tax Calcs

NetActuary can calculate date of tax residency value of a UK defined benefit fund when not directly available.
Please complete the relevant form from the list below:

Breach
Spreadsheet

Other Countries

While NetActuary does not undertake the overall co-ordination of the tasks needed to transfer overseas pension monies to Australia, we are always happy to contribute and comment on what needs to be done for an adviser to acheive a good outcome for clients.


HMRC

QROPS Application

For assistance with applying to HMRC for an Australian SMSF to become a ROPS - including the cost of a deed modification - please Click here for the dataform.

Pensions

Recent Developments

Effective from 9 March, 2017 a 25% HMRC tax charge applies to a QROPS transfer unless both the individual and the QROPS receiving fund reside in the same country.

Collaboration

Collaboration

Please share information you come across with us - together we can achieve more than individually. A current interest is UK fund withholding tax policy.

HMRC

Reference Material

A variety of reference material and an eBook are being prepared to assist advisers with pension money transfers to Australia from a variety of overseas countries.


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Email: Brian@NetActuary.com.au
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