UK Pension transfers in Sydney

UK Pensions Transfer Sydney, NSW

Transfer your UK pension to Sydney and maximise your retirement benefits

If you are living in Sydney, New South Wales and still have a pension in the UK, transferring it to Australian superannuation can provide significant financial benefits. One of the main advantages is the potential tax-free access to your pension in retirement. By moving your UK pension into an Australian super fund while residing in Sydney, you may be able to avoid paying Australian tax on UK pension income in the future.

Leaving your pension in the UK can result in that income being taxable in Australia, whereas consolidating your retirement savings into an Australian super fund can simplify ongoing management and improve long-term outcomes.

Everyone’s situation is unique and by seeking professional advice from us, we will guide and support you on the best way to transfer your UK pension to Sydney.

Please feel free to contact us

Full Tax Free Access

Full tax-free access to your pension is available from the age of 60

You are in Control

You are in control of the pension and how it is invested

Increase in Death Benefits

The potential for an increase in death benefits to beneficiaries

Retirement Savings

Ideal if you plan to retire in Sydney or elsewhere in New South Wales.

Do I qualify to transfer my UK pension to Sydney?

Eligibility depends on your individual circumstances. To transfer your UK pension to an Australian super fund while living in Sydney, you must satisfy the below mandatory criteria:

  • You must be an Australian resident
  • The Australian super fund must be registered in the UK as a QROPS (Qualifying Recognised Overseas Pension Scheme)
  • You must have permanently left the UK
  • The amount transferred must be within non-concessional contribution limits
  • Benefits already taken from a UK pension could prevent a transfer

Regarding State Pensions

We do not handle or assist with state pensions.
Please contact HMRC directly at: