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In the Australian Federal Budget, handed down by the Treasurer Scott Morrison, on 3rd May 2016, significant Australian superannuation reforms were announced. These included changing the non-concessional contributions cap from an annual amount of A$180,000 per annum to instead be a lifetime amount of A$500,000,...
The Australian government has announced wide-ranging pension reforms that are already being likened in scale to UK chancellor George Osborne’s radical pension freedom changes. Treasurer Scott Morrison, in his first budget on 3 May, set out an alteration to the amount that can be contributed to...
The Australian government has announced wide-ranging pension reforms that are already being likened in scale to UK chancellor George Osborne’s radical pension freedom changes. Treasurer Scott Morrison, in his first budget on 3 May, set out an alteration to the amount that can be contributed...
Don’t let the reduced UK Lifetime Allowance catch you out as a UK emigrant or expat. The UK Lifetime Allowance (‘LTA’) puts a cap on the amount of pension benefits which can be drawn from a UK pension scheme over your lifetime without triggering an additional...
Reminder - Did you know that a short visit back to the UK can deem you to be UK tax resident? You have left the UK and are enjoying life abroad. You may have some family or friends in the UK and are planning the odd...
Our experts offer advice on property, finance, visas, migration and more, for those heading Down Under....
Looking to plan against UK inheritance tax by being resident abroad? Be careful - the rules are changing...
The HMRC (Her Majesty’s Revenue and Customs) is the entity in the UK which determines the rules applying to overseas pension schemes for the acceptance of a transfer of a pension scheme benefit from the UK. These schemes are known as QROPS (Qualifying Recognised Overseas...
Prism Xpat has put together this basic guide to QROPS to help you understand what these are and what to consider if transferring a pension fund from the UK. What is a QROPS? A Qualifying Recognised Overseas Pension Scheme. Recently, the HMRC removed the ‘Q’ from QROPS,...
This article is based on legislation which was in force at the time of print. Some of this legislation has now changed. Please contact us to discuss your options further and how you may be impacted. Many of you would have heard of one of Australia’s...
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