With low transfer fees and no out-of-pocket expenses, you have so much to gain when you choose GPT to complete your UK pension transfer.

As experts in UK pension fund transfers, GPT recognises that everyone’s circumstances are different. This is why we offer two levels of specialist service.

Transfer service - 2.5% Capped

This comprehensive UK pension transfer service provided by GPT includes:

• request overseas transfer information and forms from UK
• financial fact find
• provide an estimate of taxes payable on transfer
• recommend an existing or establish a new Australian QROPS superannuation fund
• preparation of transfer and compliance documents
• administer and facilitate transfer
• provide a comprehensive and exclusive free financial plan after arrival in Australia.

Fee: 2.5% GST inclusive (minimum fee $550.00 inc GST, maximum capped at $5500 inc GST)*

*The transfer fee will be applied to the actual amount(s) transferred to a new Australian superannuation scheme and will be deducted directly from the new Australian superannuation scheme.

Advice and transfer service - 3.3-5.5% Capped

This specialist service suits those looking for advice and peace of mind before they transfer, it includes:

• request overseas transfer information and forms from UK
• financial fact find
• provide analysis of UK pension funds
• provide advice in relation to the transfer and recommend whether or not to transfer
• provide an estimate of taxes payable on transfer
• recommend an existing or establish a new Australian QROPS superannuation fund
• preparation of transfer and compliance documents
• administer and facilitate transfer
• provide a comprehensive and exclusive free financial plan after arrival in Australia

Fee: 3.3-5.5% GST inclusive (capped fee) depending on complexity and time taken.*

*A formal quotation of fees will be provided once you have completed the relevant transfer form. Quotations are obligation free. Work will not commence until you accept the formal quotation.

*This service will be provided by our UK office where administration and compliance costs are far greater than Australia. The UK model is advice based and regulation does not provide for a no comprehensive advice transfer to be completed.

Start your transfer today – it’s easy! Or contact us for more information.