Alan Collett

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!

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.

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.

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.

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.

https://www.bdhtax.com/income-tax/2021-uk-tax-return-deadline-is-approaching-fast/ Might be of relevance to some on here ... Best regards.

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.

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.

Got it - thanks. Best regards,

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

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

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

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.

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.

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.