Offshore pension transfers – What’s on the horizon

National Conference 2022

Even with COVID limiting the flow of people emigrating to Australia in the past two years, it hasn’t reduced the number of already resident ex-pats from wanting to transfer their offshore pension schemes into Australia, or dampened Australians overseas from wanting to boost their super in Australia.

By attending this session, you will be able to:

  • Understand the operation of the Australian Superannuation Fund rules and how they will operate from 1 July 2022 for non-residents
  • Identify situations where it may be appropriate to undertake a transfer of offshore benefits to Australian superannuation
  • Consider alternative scenarios for the transfer of offshore benefits to Australia.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association