About Alexander Beard Australia
Navigating your wealth across borders can be complex but with the right guidance, it becomes a strategic advantage. Whether you’ve built your wealth overseas, in Australia, or both, we specialize in creating a Global Plan that connects your overall financial picture. We take the time to understand your goals, residency plans, and cross-border obligations, allowing us to craft a holistic strategy that keeps your journey financially secured.
Whether you are emigrating, immigrating, or working overseas on a fixed-term contract, you may have left behind investments that carry certain tax advantages in one country but not in another. These mismatches can create complexity, inefficiency, and even unexpected tax liabilities. We offer a number of tailored solutions to help you restructure or reposition these assets so your wealth continues working efficiently, no matter where life takes you.
Our approach focuses on aligning your investments, pensions, and savings across jurisdictions while using smart tax-deferral strategies to optimize global efficiency. From UK pension transfers and Australian retirement planning, to minimizing double taxation and foreign withholding taxes, we ensure your plan is not only compliant but designed to grow and protect your wealth. Whether you’re living in Australia full-time or plan to move again in the future, we’ll help you maintain control, clarity, and confidence in your financial future across borders.
For example:
If you are British You may have heard the term ROPS – Recognized Overseas Pension Scheme. A ROPS is a UK-approved vehicle that allows you to transfer your UK pension to Australia, while preserving key tax advantages and simplifying access to your retirement savings. When properly structured, a ROPS can be extremely beneficial by helping reduce currency risk, provide tax deferral opportunities, and allow better alignment with your Australian retirement and estate planning goals.
If you are a USA citizen and have left behind a 401K or an IRA, then you may find some US pension providers will not want to continue holding your account. We have a legal, tax efficient solution with respected US providers.
If you are Irish, Canadian or South African: Our offices in Jo’Burg and Cape Town can continue to look after any local investments and pensions left behind, as well as providing expert advice on releasing assets from SA whilst meeting the government exchange control regulations and ongoing tax reporting.
Important information
Alexander Beard (Australia) Pty Ltd ABN: 68 117 524 580 is a Corporate Authorised Representative 297995 of PFP Financial Services Pty Ltd ABN 45 653 557 405 | AFSL 535484.
General financial advice and information provided by PFP Financial Services Pty Ltd AFSL 535484 and its authorised representatives and employees should not be relied upon without first obtaining specific professional advice from your financial adviser before taking any action.