Changes in 2015 to the list of complying superannuation funds resulted in many traditional UK pension schemes being classed as ‘non-complying’ in Australia. This has created challenges for Australians seeking to consolidate their retirement savings locally.
Les Mumme & Associates is pleased to offer guidance and assistance in transferring eligible UK pensions to complying Australian superannuation funds. We help ensure that transfers are completed in a compliant, tax-effective manner, providing peace of mind and a seamless transition of your retirement savings.
Our support includes:
Assessment of UK Pension Eligibility – determining whether your scheme can be transferred.
Selection of Complying Australian Funds – identifying the best options for your circumstances.
Transfer Administration – handling the process to ensure compliance with Australian regulations.
Ongoing Advice – helping you manage your Australian superannuation post-transfer.
With Les Mumme & Associates, you can navigate UK pension transfers with confidence and clarity.