How To Avoid The Australian Lifetime Cap On Pension Transfers
The Australian Treasury Has Just Announced Major New Measures That May Severely Impact Your Retirement Provisions
The Lifetime Cap on Australian Superannuation / Pensions will:
- Limit the amount of money you can transfer into an Australian scheme to 500,000 AUD IN YOUR LIFETIME
- Apply a PENALTY TAX to all non-concessionary contributions made into your pension over and above the 500,000 AUD Lifetime Cap
WE CAN PROTECT YOUR FUNDS AGAINST THIS LIFETIME CAP
Do you have existing UK Pensions that you may be looking to bring into Australia?
We can help you transfer these funds into a flexible pension structure, completely protected against BOTH the UK Maximum Lifetime Allowance AND the new Australian Lifetime Cap.
Were You Planning to Bring Money From Outside Australia into your Super Fund?
We can help you move these funds into a Tax Exempt environment, with no impact from the Lifetime Cap.
If you are already resident in Australia, or have plans to relocate there then you MUST speak to us today to understand the impact of these new measures.
Fill out the form below and we will get back to you as soon as possible.