SMSF Association | Exclusive Webinar

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EXCLUSIVE UPDATE: UK Pension Transfers

Exclusive Webinar

4:00 pm

09 May 2024

Webinar

Themes

SMSF Association Event 2024-04-24 13:05:34 +0930

Session Description

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Session Program

4:00 pm

Foreign (UK) Pension Transfers

We’re still fielding many member queries on foreign super fund (particularly UK) transfers to Australia - clear proof confusion persists.

The landscape for foreign (particularly UK) superannuation transfers to Australia has shifted. Yet many professionals are still relying on outdated approaches - leaving both their clients and themselves exposed to significant tax risks.

This webinar remains highly relevant and breaks down what you must know to stay ahead, including:

How Australian tax provisions have traditionally applied and what’s changed.
The ATO’s current interpretative stance and where advisers are slipping up.
The HMRC’s evolving position on UK transfers.
Practical strategies to fix past transfers and future-proof your advice.

Get clarity on the rules directly from one of the industry’s leading experts. Watch the on-demand session now.