Australian Visa Bureau   »   Travel and Migration Services   »  Pension and Finance Transfer

Transferring your Pension and Finances

Living abroad has many implications for the financial planning of an individual or family, from arranging the sale of a property to sorting out tax and pension planning.

The difference in taxation systems alone between the UK and Australia could cost you up to 50% of your savings, with many variables making it confusing for migrants to decide which option to take.

Information sheet

Visa Bureau are able to provide a detailed introduction to the process through our comprehensive information sheet.

The information sheet details a number of pressing financial issues that migrants to Australia will face, including:

• the pros and cons of transferring your pension;
• an introduction to the Australia-specific concept of superannuation;
• an overview of the recent legislation changes that could affect the transfer of your funds to Australia.

For full details, download Visa Bureau's Finances, Pensions and Superannuation information sheet

Qualified Advice

While the information sheet will provide you with a full introduction and overview, we would still recommend that British migrants speak with an independent financial advisory service well in advance (i.e. 6 to 12 months) of their move to Australia. Visa Bureau is able to provide you with access to qualified advice in two ways:

• Pension transfer advice from pension and finance experts for UK migrants, Prism Xpat.
• Currency transfer advice from migration currency specialists, HiFX.

Take an online assessment today to get the best advice and prepare your finances before your move to Australia

About Our Partners

Both companies have offices in Britain AND Australia, meaning that their services are available at every stage of the migration process.

Prism Xpat

Prism Xpat are the only specialist pension transfer advice company of their type with in-house staff who are dually qualified as both Actuaries and Independent Financial Advisers in both the UK and Australia.

Prism Xpat are able to provide you with the highest level of service and can identify the benefits and risks to your assets which may affect you on emigrating.

Click here to take an online assessment and see if your financial position means you should arrange a consultation with Prism Xpat, via Visa Bureau.

HiFX

Should you simply want to transfer your funds to Australia, HiFX can provide a free, no obligation currency consultation with their dedicated Migration Team who have a full understanding of the migration process.

Click here to take Visa Bureau's online assessment and see if HiFX's migration currency service would be best suited to your financial position.