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Some of these blog posts were written prior to our re-brand from Prism Xpat to PX Pension Exchange. All articles were based on market conditions and legislation at the time of publication. Market conditions and legislation are subject to change over time. For further information on any of the attached, please contact us.

02 Feb

Posted at 09:24h in Articles

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. So, you've applied to move to Australia and maybe...

28 Dec

Posted at 12:51h in Media

Emigrating abroad is usually a once-in-a-lifetime experience, an opportunity to break the mould, escape the rat race and in many cases live a life you have only ever dreamt of. Sounds exciting? On planning a move, emigrants tend to focus on the big picture ‘Which...

28 Nov

Posted at 13:05h in Media

It is now mandatory for a UK-based adviser with appropriate pension permissions to advise on and transact any transfer from a UK pension scheme that is defined benefit or which has safeguarded benefits, where the transfer value exceeds £30,000. This follows the introduction of the...

28 Oct

Posted at 12:43h in Media

Three more Australia-based pension schemes have been added to HM Revenue & Customs’ list of recognised overseas pension schemes (ROPS), but no publicly available ROPS are yet included. The extra schemes added to the list on 15 September, are the Commonwealth Superannuation Scheme (CSS), Locke...

01 Jan

Posted at 12:33h in Media

When either new arrivals or former Australian residents land permanently on Australian soil, they will invariably have assets accumulated offshore. These may involve complex issues regarding controlled foreign company, foreign investment funds, transferor trusts and deemed present entitlement tax provisions. In this article, we focus...

31 Jul

Posted at 15:30h in Media

BRITISH PENSIONERS living abroad watched In disappointment on 28" May a11 the the UK House of Lords appeal committee decided their pensions would not be increased, writes Darion Pohl....