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Alan Collett

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Alan Collett last won the day on August 17 2020

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About Alan Collett

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  • Birthday February 13

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  1. Alan Collett

    Tax on UK lump sum pension

    There's an old saying that free advice is worth what you paid for it. And I wouldn't rely on verbal advice from public servants at the ATO/HMRC/DoHA/etc. No accountability if they get it wrong. Good luck!
  2. Alan Collett

    Tax on UK lump sum pension

    If you are happy to proceed on the basis of personal research - that's your call. With transactions of this type I recommend that a professional tax opinion is obtained, and paid for. Best regards.
  3. Remember that for offshore applicants (eg subclass 143) the queue date is only issued once the delegate is happy the visa application is complete subject to health and character - which will be dealt with when the application is eventually allocated for processing. => If your visa application isn't complete you will fall back in the processing queue. Are you happy your visa application is complete subject to medicals and police clearances? If not - consult a visa advisor who knows what s/he's doing! Best regards.
  4. Alan Collett

    Tax on UK lump sum pension

    If you need help feel able to complete the enquiry form at www.bdhtax.com - we assist with matters of this nature regularly. Best regards.
  5. Alan Collett

    Tax on UK lump sum pension

    There's no option - the tax treatment of UK pensions to tax residents of Australia is determined by Article 17 of the Tax Treaty. What's your visa status in Australia? Best regards.
  6. https://www.bdhtax.com/income-tax/2021-uk-tax-return-deadline-is-approaching-fast/ Might be of relevance to some on here ... Best regards.
  7. Alan Collett

    How long do you have to wait for an 804 medical?

    Many thanks for the kind words. @Diana Webster: please feel able to complete the enquiry form here if you would like a freebie initial chat https://www.gm-parent-visas.com/category/804-visas/ Best regards.
  8. Alan Collett

    Investor Visa Subclass 188b

    Excellent - well done! Having 2 summers in one year is very wise! If you'd like a freebie chat about tax in the UK and/or Australia feel able to ping a Private Message to me, or complete the enquiry form at www.bdhtax.com. Ditto anyone else on this thread. Best regards.
  9. Alan Collett

    870 parents temporary visa

    Got it - thanks. Best regards,
  10. Alan Collett

    870 parents temporary visa

    Feel able to ping a private message to me if you'd like details for my contact at BUPA. Best regards.
  11. Alan Collett

    CGT on sale of property UK to buy in Australia

    Feel able to complete the enquiry form at bdhtax.com if you would like a freebie initial chat. Best regards.
  12. Alan Collett

    Capital Gains Tax on UK property due in Australia?

    Feel able to complete the enquiry form at bdhtax.com if you would like a freebie initial chat. Best regards.
  13. Alan Collett

    UK AEGON Personal Pension

    Likely to be taxable in Australia in some way - either as income if you take a pension. or the fund growth (known as the Applicable Fund Earnings) will be taxable if you take a lump sum. The UK may also look to tax some element of it, but tax paid in the UK should be repayable by HMRC. Tax advice may be needed. Feel able to complete the enquiry form at www.bdhtax.com if you would like an initial freebie chat. Best regards.
  14. Alan Collett

    Australian super and private uk pension help

    I recommend you factor in the tax consequence personally of the decision to take a lump sum or a pension. There may be an Applicable Fund Earnings component in Australia if you take a lump sum. Best regards.
  15. Alan Collett

    143 CPV acknowledgement - Urgent

    No - the applicant can be onshore or offshore. Your agent should have appraised you of this ... All is well though, in any event. Best regards.
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