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.
Trustindex verifies that the original source of the review is Google. BDH Sterling, with their accreditations in Australia and in the UK managed to transfer my UK pension to Australia within a tight, non-negotiable time frame. The individuals I dealt with were, throughout, professional, helpful, courteous.Trustindex verifies that the original source of the review is Google. Moving from the UK to Australia for work, and moving our family, pensions, house sale funds and investments, really does emphasis the need for specialist help and advice, and bdhStirling have been fantastic in all aspects as we have travelled this road. Dealing with a company that has experienced people across all the issues and areas of pensions, tax liability and investments, on both sides of the world, is essential and all the people we have worked with at bdhStirling have been excellent across the board.Trustindex verifies that the original source of the review is Google. I had a professional, informative meeting with Steph to discuss moving pensions from the UK to Australia. Now I have a clearer path forward.Trustindex verifies that the original source of the review is Google. We met with Charlotte Evrad after she kindly offered to step in to our meeting at very short notice when her colleague was sick. After briefly explaining our current situation to Charlotte, she quickly and concisely explained all the options we had open to us. Most importantly she pointed out the possible tax implications of making certain choices and accessing my UK pension from Australia. This advice was invaluable and potentially has saved me thousands of dollars in unknown tax amounts at this stage. I can thoroughly recommend that anyone seek similar advice with Charlotte and with any other member of their team. Thanks again Charlotte :) Mark RTrustindex verifies that the original source of the review is Google. Always receive great advice in a friendly atmosphereTrustindex verifies that the original source of the review is Google. Friendly, attentive and very professional. Could not have been more helpful. Will pass their details on to friends and family if required, cant be more happy than that. Dealt with C Evrard who made everything seem as easy as possible and no trouble at all.Trustindex verifies that the original source of the review is Google. BDH helped transfer my pension from UK , very professional but still friendly and understanding. Always helpful and look forward to a long and profitable future together.Thanks Rebecca and all the teamTrustindex verifies that the original source of the review is Google. I used bdhSterling to transfer pensions held in the UK to my SMSF here in Aus. I did considerable research into at least 15 different agents before landing on bdh. The service I received from Daniel and the entire team in Aus and the UK was excellent. I have no hesitation in recommending them to others.Trustindex verifies that the original source of the review is Google. Please touch base with bdhStering for great financial planning advice where your individual needs are the most important aspect to them!
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General Advice Warning
The information on this website is general in nature. It does not take into account your specific circumstances and should not be acted on without full understanding of your current financial situation, future goals and objectives by a fully qualified financial adviser. In doing so, you risk making commitment to a product and / or strategy that may not be suitable to your needs.