Why transfer your pension to Australia?

Superior tax effectiveness in retirement

Elimination of long-term currency risk

Avoidance of ongoing transfer fees

Succession planning

CHARTERED FINANCIAL PLANNERS

Award-winning Chartered Independent Financial Advice company with Financial Planners located in the UK and Australia.

IN-HOUSE SUPPORT

All advisers are supported by in-house professional paraplanning services and a first-class administration team.

NOTHING OUTSOURCED

Our UK pension transfer service is provided in-house and nothing is outsourced throughout the process.

INDEPENDENT

Independently licensed in both Australia and the UK, this means our advice can be provided conflict free.

Excellent
Based on 70 reviews
Michael Quincey
Michael Quincey
2023-09-11
I was already living offshore when I needed someone to manage my pensions and investments going forward. I interviewed 3 companies and selected these guys - and in the last 12 years I have never regretted that decision. In those 12 years the company has grown impressively, I’m sure as a result of the service they offer, but not so fast as to lose sight of their clients’ needs. I am not a super wealthy client, and my portfolio with bdh is vital for my well being. But I have no concerns that it will be managed in any other way than for my financial benefit. These guys are to be trusted.
Jack Faigenbaum
Jack Faigenbaum
2023-09-09
I have been involved with bdhSterling for a number of years. I must say they have not only been very professional but add a personal touch to their advice and dealings which makes it very pleasurable and secure to work with .The advisers and staff are very friendly and helpful My initial adviser was Russel Harrower and found him to be excellent and astute. Currently John Harrower is my personal adviser. Nothing is too hard for John ,he is always available for sound advice and has my personal and financial interests under consideration . He has a banking background that has been advantageous for advice on many occasions . I have no hesitation in highly recommending John , his staff and bdhSterling Dr Jack Faigenbaum
Margaret Ryan
Margaret Ryan
2023-09-05
Yasser and the SMSF Admin Team have been looking after the administration and compliance of our SMSF after moving our UK pensions to Australia. This is definitely a professional service. It is easy to contact Yasser and his team with any queries and all work is conducted in a timely manner. Our ATO and Company secretarial returns are all lodged efficiently and well ahead of any due dates. I would highly recommend them for managing your SMSF compliance.
Ray Roberts
Ray Roberts
2023-09-04
When we emigrated from the UK five years ago we needed trustworthy financial advisers who had knowledge of AU and UK financial markets and matching taxation legislation. In BDH Sterling we have found a dedicated team of professionals with the ability to safeguard and grow our assets. Specifically we receive advice from John Harrower who has constructed a financial plan that is taylored to our circumstances and objectives. We particularly like having Johns annual review which focuses on the past year and proposed actions for the next. We have no reservations about recommending BDH Sterling. Ray and Carolyn Roberts Best regards
Howard Aldridge
Howard Aldridge
2023-09-02
In my initial dealing with bdhSterling in 2016 to today, I have found them to be incredibly helpful and informative. Transferring my Pension from the UK to Australia was an extremely complex and timely exercise but BdhSterling managed every step so professionally and competently. Every staff member I have dealt with, the most recent including Sarah and Daniel, have been great and I sincerely thank them for all their efforts and time.
Anfield Kop
Anfield Kop
2023-09-01
Thanks to BDH Sterling for their assistance and professionalism. What I thought was not possible in transferring my mineworkers pension out of the UK to Australia. This was done within a few months due to their ability to understand tax laws within both countries. I would recommend them to anyone who requires a smooth exact process. Thanks to Daniel, Charlotte and all of the other staff involved.
Amber Cramphorn
Amber Cramphorn
2023-08-26
Very efficient service when it comes to completing our tax returns each year. Is completed extremely quickly with great customer service. Would be happy to recommend.
Susan Denne
Susan Denne
2023-08-17
I approached BDH as I was aware they were specialists in UK Pension transfers to Australia. I am so glad I did. Their advice, service and implementation capability were outstanding. The fact find and risk profiling were very thorough and we received a very comprehensive Statement of Advice with well thought through analysis and clear recommendations. While Daniel was our main contact on the advice front (and excellent throughout), the whole team across advice and administration provided outstanding service, providing essential support to navigate the requirements of the trustees, administrators and SIPP providers in the UK. I can't say that I have ever experienced such organised and proactive service, with the whole team across Australia and the UK going above and beyond to deliver the outcome I needed. BDH provided clarity and transparency every step of the way and I felt very supported in what is possibly the most complex process you could ever encounter. I would not hesitate to recommend the BDH team from start to finish.