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Services to UK Expats in Australia

  • Setting-up superannuation plans in Australia that satisfy the stringent Qualifying Recognised Overseas Pension (QROPS) requirements, allowing tax efficient and cost-effective transfer of UK pension funds to Australia.

  • Releasing "stranded assets": including pension funds, endowments and other UK based savings.

  • Managing the transfer and investment of funds from the UK and combining with Australian investment assets.

  • Managing what you have left behind: if you have assets back in UK that you want to leave there, we can manage them for you through our UK regulated company.

  • Replacing UK Life insurance: if you continue to pay for UK based life insurance it may be subject to tax in the UK and Australia; we can replace this cost effectively with a tax qualified Australian plan.

  • Favourable FX currency services through our relationship with Investec bank.

  • Domestic superannuation, investment, critical illness insurance and healthcare advice.


Web: www.abg.net Email: info@abg.net Telephone: +44 151 34650
Alexander Beard Expatriate Services is a Division of Alexander Beard Global Services Limited (registered in England 04873038) which is an appointed representative of Alexander Beard Investment Management Limited (registered in England No 4216659), authorised and regulated by the Financial Conduct Authority: Registered Offices 14-16 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH65 3EY

Alexander Beard (Australia) Pty Ltd trading as Alexander Beard (Australia) and Dave Stone are Authorised Representatives of Sentry Financial Services Pty Ltd ACN 113 531 034 AFS Licence 286786.

Both are members of Alexander Beard Group of Companies Limited. Registered in England No. 2144184.