Feeling unsure about whether you can, or should, transfer your UK pension or Australian Super? It’s common to feel overwhelmed by the complex rules and the risk of making a costly mistake.
At G3, we simplify the process. We assess your eligibility, explain your options in plain English, and guide you every step of the way so you can make informed, confident decisions about your future.
At G3, we simplify the process. We assess your eligibility, explain your options in plain English, and guide you every step of the way so you can make informed, confident decisions about your future.
Our team has extensive experience with UK pension and Australian Superannuation Funds. We understand the regulations and tax implications in these jurisdictions, and ensure our advice is aligned with your circumstances and what's important to you
With our guidance, you will be able to make an informed decision, giving you confidence in your financial future. Get in touch to discuss how we can help.
With our guidance, you will be able to make an informed decision, giving you confidence in your financial future. Get in touch to discuss how we can help.
If you’re planning to transfer your UK pension to NZ, understanding QROPS (Qualifying Recognised Overseas Pension Schemes) rules is essential. Our team provides clear, straightforward explanations of all that's involved.
We walk you through:
- eligibility criteria for QROPS transfers
- whether transferring is in your best interest, or not
- tax considerations specific to your circumstances
We can also talk you through the different types of UK private pensions and the benefits you might be entitled to.
When you move from Australia to New Zealand you can transfer your Australian Superannuation funds to New Zealand but they must be invested in a KiwiSaver account.
We can talk you through the options and find an appropriate KiwiSaver scheme if this is the right solution for you. Any Australian funds transferred to your KiwiSaver investment are ring-fenced and accessible from age 60 if you meet the definition of retirement under Australian Law. Otherwise, the current age of access is 65.
There are tax differences to consider which we take account of as part of the review process.
When a pension transfer is the right move for you, we connect you with licensed, vetted QROPS providers and trusted partners to ensure your funds are secure.
Our team manages the details including liaising with providers and handling paperwork, keeping you informed, so you can focus on your future, confident that your pension transfer is progressing smoothly.
A holistic approach to overseas pension transfer that takes into account your circumstances now and future plans
We cut through jargon and explain your options clearly, helping you make decisions that align with your wider retirement strategy and values.
Our financial planning services look at where you are now and help you develop a plan for building wealth.
Making the most of your money
Investment planning helps you make prudent decisions with your money to ensure it works for you.
Planning for retirement
We can offer financial advice for retirement that combines your overseas pension and your NZ Super and any NZ-based private pensions.
Our advice is fee-based, meaning we receive no commissions from pension providers. That means you can trust our independence and that every recommendation is made with your best interests at heart, not driven by hidden sales agendas.
You pay for our expertise, not a sales pitch.
Ready to explore your overseas pension transfer with confidence? Contact G3 today for independent, expert guidance tailored to your goals, so you can secure your financial future with clarity and peace of mind.
