archive-au.com » AU » W » WORLDPENSIONTRANSFERS.COM.AU

Total: 38

Choose link from "Titles, links and description words view":

Or switch to "Titles and links view".
  • INSURANCE ENQUIRY FORM
    be taken into account when it comes to Life or Business Insurance including calculating the appropriate amount required how best to structure it for Estate Planning Taxation and Affordability purposes Insurance Contact Form For assistance please submit this form and one of our friendly Staff will review your information and call you An Experienced Client Service Officer will normally respond within 2 working hours including weekends For a priority repsonse please provide a phone number and a best time to call INSURANCE ENQUIRY FORM This form is used only to assist us in your enquiry for Life or Business Insurance It is not to be construed as a quote or an application A Financial Services Guide and an Adviser Profile will be emailed to you upon submission of this form This will allow one of our Friendly Staff to Legally speak with you in relation to your enquiry If you do not hear from us within 2 working hours please contact us via the numbers on our contact page required field Your Details First Name Last Name Address Street City Post Zip Code 4 5 digits State ACT NSW NT QLD SA TAS VIC WA Outside Australia Date of Birth Occupation Smoker No Yes Your Partner s or Spouses Details First Name Last Name Date of Birth Occupation Smoker No Yes Contact Information A phone Number is Required Daytime Phone Evening Phone Mobile Best time to call Any time Day Time Morning 8 am 12 noon Afternoon 12 noon 5 pm Evening after 5 pm Email How did you find out about us Our Website Google Yellow Pages Book Existing WPT Client Australia Migration com Land Property Group Smarter Mortgage Choices North West Finance Dean Other Search Engine Other Which Person or agent referred you to us Comments Enter useful

    Original URL path: http://www.worldpensiontransfers.com.au/INSURANCE_ENQUIRY_FORM.php (2016-02-17)
    Open archived version from archive


  • LOAN APPLICATION
    a Loan Our friendly Staff will review the information and call you soon afterwards Home Loan Application This form is used to undertake an initial assessment in qualifying for a Loan A friendly staff member will contact you shortly afterwards to discuss your enquiry If you do not hear from us within 2 working hours please contact us via the numbers on our contact page required field Applicant Information First Name Last Name Address Street City Post Zip Code 4 5 digits State ACT NSW NT QLD SA TAS VIC WA Outside Australia Co Applicant Information First Name Last Name Contact Information Daytime Phone Evening Phone Mobile Email Financial Information Loan Type Home Loan First Home Owners Investment Home Equity Refinance Construction Commercial Business Personal Car or Equipment Other Loan Amount AUD Income Per Year Property Information Property Type House Townhouse Villa Unit Commercial Vacant Land Rural Occupancy Primary Residence Investment Commercial Use Purchase Price AUD Appraised Value AUD Mortgage Balance AUD if applicable Other Information Home Owner Yes No Credit History No Recorded Defaults Paid Defaults Unpaid Defaults Court Writs Current Bankruptcy Discharged Bankrupt Comments Enter useful comments here We will get back to you normally in 2 working

    Original URL path: http://www.worldpensiontransfers.com.au/LOAN_APPLICATION.php (2016-02-17)
    Open archived version from archive

  • UK PENSION TRANSFERS
    ask The Basic State Pension can not be transferred however what is commonly called the Second State Pension or contracted out pensions can be transferred for example those who work in the National Health Service NHS can still transfer their pension funds across even though it is a State Pension If in doubt just ask us and we will confirm whether or not your Pension can be transferred Please note that we can not transfer pensions state or otherwise that you are currently receiving as a regular pension payment only funds in pension annuity super accounts that have not yet been converted into a regular pension payment Information on State Based Pension Entitlements can be found at https www gov uk browse working state pension BENEFITS TAX BENEFITS The most obvious benefit is that upon converting your super funds in Australia to a Pension after 60 those funds become tax free and any earnings on the pension fund also become tax free If you Transfer your UK Pension to Australia within 6 months then no tax is payable on the initial transfer Refer to the tax payable section below LUMP SUM AVAILABLE With an Australia Pension you can draw out up to 100 as a lump sum anytime as opposed to the UK where an initial once off maximum of 25 lump sum is allowable This may be an important consideration should you need funds for health travel or other reasons later on in life NO ESTATE TAXES As opposed to the UK there are NO Estate or Death Duties in Australia ie in the UK your surviving spouse looses up to 50 of the value of your pension upon your death This may save your estate many thousands of dollars OTHER CONSIDERATIONS Foreign exchange rates no one can tell you what the dollar or pound will be worth at a given time and it is best to look at long term rather than short tem historical values TAX PAYABLE ON TRANSFER The UK does not apply additional tax on the transfer as the Australian Government has a suitable tax treaty between the two countries There is no tax payable if transferred within 6 months of coming to Australia and if transferred after this date then there is some possible tax payable on the growth component only of your fund The growth component is the difference in values between the date of arrival in Australia and the date the funds are received in Australia For example On 1st Jan 2011 you arrive in Australian and your balance was 10 000 and on the 02 Feb 2012 the balance of your UK Funds received was 12 000 The difference between the two amounts is 2000 which is the amount that is subject to Tax payable as the time difference was greater than 6 months However if the time difference was less than 6 months then you would pay no tax OPTIONS TO PAY TAX You have two choices a Elect to

    Original URL path: http://www.worldpensiontransfers.com.au/UK_PENSION_TRANSFERS.html (2016-02-17)
    Open archived version from archive

  • IRELAND PENSION TRANSFER
    Australia Ie in IE depending on whom your pension funds are left too and whether you are classed as a resident of Ireland or not at the time your estate may or may not be required to pay inheritance tax on your pension OTHER CONSIDERATIONS FOREIGN EXCHANGE RATES No one can tell you what the dollar or Euro will be worth at a given time and it is best to look at long term rather than short tem historical values TAX PAYABLE ON TRANSFER The Republic of Ireland does not apply additional tax on the transfer as the Australian Government has a suitable tax treaty between the two countries There is no tax payable if transferred within 6 months of coming to Australia and if transferred after this date then there is some possible tax payable on the growth component only of your fund The growth component is the difference in values between the date of arrival in Australia and the date the funds are received in Australia For example On 1st Jan 2011 you arrive in Australian and your balance was 10 000 and on the 02 Feb 2012 the balance of your IE Funds received was 12 000 The difference between the two amounts is 2000 which is the amount that is subject to Tax payable as the time difference was greater than 6 months However if the time difference was less than 6 months you would pay no tax OPTIONS TO PAY TAX You have two choices a Elect to pay it at 15 within your Super fund so your Super Fund pays for any tax payable b or include as earnings in your Tax Return and pay the tax at your personal tax rate between 15 45 with payment made personally from your own funds OUR FEES Our Firm provides a low cost professional service with a Fixed Dollar Fee for each Country There are no based fees so you know what it is going to cost you In most cases our fees are deducted from your transfer balance making our service fees affordable Our Fees vary for each Country and are disclosed at time of initial inquiry However you will find that they are very conservative and low cost when compared with other Firms resulting in considerable savings to you PAYMENT Our fees are normally deducted from the Transfer balance at the time of Transfer so there is no impact on your cash flows however you can elect to pay our Firm upfront COMPLIMENTARY TAX GUIDE We understand that one of the most confusing and stressful issue is working out tax payable To make things easy for you we provide you with a Complimentary Tax Guide with all the forms and balances so you can do your tax with ease HOW MUCH CAN I TRANSFER There is no limit to the amount that can be transferred however due to Australian Super Contribution Caps very large balances over 450 000 may have to be transferred in

    Original URL path: http://www.worldpensiontransfers.com.au/IRELAND_PENSION_TRANSFER.html (2016-02-17)
    Open archived version from archive

  • SOUTH AFRICAN TRANSFERS
    in your new Country of Residence if not Australia however we can not provide advice in this regard but can normally refer you to someone who can TRANSFER INTO OTHER INVESTMENTS Our Firm also provides Investment Advice so we can help you place your funds into other Investments within Australia For those in other Countries of Residence we can normally refer you to someone who can OTHER INFORMATION EMIGRATION Recent changes now allow South African Annuities to be release early in certain circumstances including Departure from South Africa There is no need to formally Immigrate from South Africa but you must declare that you have no intention of not returning to South Africa for a period of 5 years at least Therefore you can maintain your South African Citizenship You will however need an immigration clearance for Tax Purposes from South Africa and to be a permanent resident of another country for Tax Purposes at the time Transfers are very complex and may involve Immigration Tax Dept the Annuity Provider and SA Banking facilities It is not a straight forward matter and normally takes a period of 6 months at least to affect depending on your personal circumstances etc TAXATION Tax is payable to the SARS and is deducted from your fund before release by the fund The amount of tax depends on the fund balance An additonal tax may be applied to very large amounts being transferred out of South Africa that exceeds limits imposed by SARS Australia has a tax agreement in place with South Africa and as such there is a no double tax policy So depending on your circumstances and income in Australia you may not pay any additional tax on you transfer at all As the release of funds is not a direct transfers from one fund to another any tax payable will be applied at your personal tax margin through your tax return Our Firm does a Transfer Review with you prior to any transfer so you are fully informed of the likely costs including tax payments before you commit to our Service OUR FEES Our Firm provides a low cost professional service with a Fixed Dollar Fee for each Country There are no based fees so you know what it is going to cost you In most cases our fees are deducted from your transfer balance making our service fees affordable Our Fees vary for each Country and are disclosed at time of initial inquiry However you will find that they are very conservative and low cost when compared with other Firms resulting in considerable savings to you Payment Our fees are normally deducted from the Transfer balance at the time of Transfer so there is no impact on your cash flows however you can elect to pay our Firm upfront Your permission is obtained for such payments and can not occur without your authority An invoice is issued for our services for tax Purposes Essential charges for SARS clearances and Emigration Bank

    Original URL path: http://www.worldpensiontransfers.com.au/SOUTH_AFRICAN_TRANSFERS.html (2016-02-17)
    Open archived version from archive

  • SA INHERITANCE TRANSFERS
    EQUIPMENT BUSINESS LOANS EQUITY LOANS INVESTMENT PROPERTY OTHER USEFUL LINKS OTHER USEFUL LINKS REAL ESTATE AGENTS REAL ESTATE CONVEYANCER SA INHERITANCE TRANSFERS SOUTH AFRICAN INHERITANCES TRANSFERS Inheritances from South Africa require a special release should you wish to transfer them from South Africa The process is somewhat complex and depends on each persons circumstances but you may require emigration as well as approval from the South African Revenue Service Our

    Original URL path: http://www.worldpensiontransfers.com.au/SA_INHERITANCE_TRANSFERS.html (2016-02-17)
    Open archived version from archive

  • QROPS (UK TRANSFERS)
    one year or 450K If structured right then a total of 600 K can be transferred in a short period of time Amounts larger than 450 K thus require progressive or partial transfers over a period of time and may involve the setting up of further pension funds in the Uk to hold funds during this process Large Balance Exchange Service We now offer an additional service to provide substantial cost savings on exchange rates for large balance transfers over 100 000 GBP Not only do you achieve savings on the standard bank exchange rate but you can now have control over when you convert GBP to AUD to maximise or lock in savings Average savings are approx 3 000 GBP Minimum on the first 200 000 GBP and increasing proportionally as the Transfer Balance increases Refer to our Separate Fact Sheet for Further Details Large Balance Exchange Service Self Managed Super Funds We can now set up Self Managed Super Funds for all types of investment including property investment and for the purposes of receiving Overseas Pension Funds Property Investment Loans can also be provided through our Home Loan Service If you have an existing SMSF we can also transfer funds directly into it Our Firm also can have your new or existing SMSF QROPS approved so you can receive and self manage your UK Pension Funds QROPS INFORMATION FACT SHEET Our UK Fact Sheet provides all the information on UK pensions and the QROPS Scheme World Pension Transfers QROPS FACT SHEET QROPS LIST RECOGNISED RECEIVING SUPER PENSION SCHEMES Any fund that has been granted HMRC approval through their QROPS scheme can accept UK Fund Transfers including Industry Funds Government Funds Self Managed Super Funds and Retail Funds To find out if your super fund is a QROPS Approved Scheme check out the HMRC QROPS List HMRC QROPS List Please note that the name of your super fund may not show up on the list but still be an acceptable fund as some Super funds have several retail names If in doubt contact us via the links below or call us to discuss If you fund is not an approved fund we can establish one for you at no additional cost to you A list of our fund choices is included on with our UK Pension Transfer Forms Self Managed Super Funds in Australia SMSF Whilst Australian SMSF can accept UK Funds they must first apply to HMRC for QROPS Approval Normally the extra cost of setting this up within your SMSF obtaining approval from HMRC and the additional administrative cost of having to now report to the HMRC for a period of 10 years negates any benefit in having the SMSF QROPS approved An alternative to this is simply to establish a new super fund and transfer funds into the SMSF once all HMRC requirements restrictions have been fulfilled You will need to discuss your options in relation to this with us TYPES OF UK FUNDS THAT CAN

    Original URL path: http://www.worldpensiontransfers.com.au/QROPS__UK_TRANSFERS_.html (2016-02-17)
    Open archived version from archive

  • PENSION FACT SHEETS
    EQUIPMENT BUSINESS LOANS EQUITY LOANS INVESTMENT PROPERTY OTHER USEFUL LINKS OTHER USEFUL LINKS REAL ESTATE AGENTS REAL ESTATE CONVEYANCER PENSION FACT SHEETS PENSION TRANSFERS Our Pension Service Offerings and Fact Sheets UK Pension Transfers and Northern Ireland Pension Transfers UK QROPS Current laws allow the transfer of UK funds directly into another Qualifying Recognised Overseas Pension Scheme known as QROPS this includes to Australia and other Countries UK Pension Transfer Northern Ireland Fact Sheet Substantial savings can be achieved on Currency Exchange for Large Balances over 100 000 GBP Large Balance Exchange Service Republic of Ireland IE Current Laws allow the transfer of Republic of Ireland Funds directly into another approved Pension Scheme Republic of Ireland Fact Sheet South Africa Current Laws allow the Cash Release or early release of South African Retirement Annuities Pension Funds into a Bank Account in South Africa From there you can access your funds as cash to use or invest as you wish Release of South African Annuities Fact Sheet New Zealand Australia No FACT Sheet currently available Please submit an enquiry to us so we can discuss with you link Below Australia Current Laws allow the refund or release of Australia Superannuation only

    Original URL path: http://www.worldpensiontransfers.com.au/PENSION_FACT_SHEETS.html (2016-02-17)
    Open archived version from archive



  •