Services to UK Expats in Australia
Setting-up superannuation plans in Australia that satisfy the stringent Qualifying Recognised Overseas Pension (QROPS) requirements, allowing tax efficient and cost-effective transfer of UK pension funds to Australia.

Releasing "stranded assets": including pension funds, endowments and other UK based savings.

Managing the transfer and investment of funds from the UK and combining with Australian investment assets.

Managing what you have left behind: if you have assets back in UK that you want to leave there, we can manage them for you through our UK regulated company.

Replacing UK Life insurance: if you continue to pay for UK based life insurance it may be subject to tax in the UK and Australia; we can replace this cost effectively with a tax qualified Australian plan.

Favourable FX currency services through our relationship with Investec bank.

Domestic superannuation, investment, critical illness insurance and healthcare advice.

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