Jump to content

carozd

Members
  • Posts

    5
  • Joined

  • Last visited

carozd's Achievements

Newbie

Newbie (1/6)

10

Reputation

  1. There is legislstion saying you can't, it's not personal to our situation. The excellent Andy explains it in this thread: http://www.pomsinoz.com/forum/money-finance/106245-transferring-oz-super-uk.html
  2. Dear Andy, that is SUPER (geddit) helpful! And very reassuring. Thanks so much for the advice, it is very much appreciated.
  3. Hi Andy, Yes it's 'Balanced (My Super)' through Media Super. It's returned 3% last year and 7.62% over the last 5 years, 4.98% over the last 10 years. There is the option to change the investment style or portfolio. As he is now resident back in the UK, payments will be made into a UK fund not this one. Many thanks for your time, Caroline
  4. Waiting to speak to them to ask - blooming time difference!!
  5. Hi, My dual nationality partner has around $50k in a Media Super fund in Oz back from when he lived and worked there. It's not very well performing so we were wondering if any one could recommend an Independent Financial Advisor to get it better invested. We've just found out it can't be transferred to the UK where he is now resident. Any advice welcomed! Cheers
×
×
  • Create New...