UK pension transfers: part 2
Source: Taxation In Australia Journal Article
Published Date: 1 Dec 2022
Part 1 of this series considered the Australian taxation treatment of a UK pension transfer. Part 2 discusses the pension transfer options from a UK perspective, how the Australian contribution provisions operate with respect to a UK transfer, and the strategies available once both the UK and the Australian tax and superannuation provisions have been considered. While numerous strategies are available, it is imperative to consider the individual's personal circumstances, as well as the correct way to implement the strategy, as this will be vital in mitigating any adverse implications. Such strategies require immense patience and attention to detail in order to be implemented correctly. It is important to read part 1 of this series as it provides the background and context for part 2.
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Details
- Published By: Jemma Sanderson CTA
- Published On:1 Dec 2022
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