Jump to content

Hendo

Members
  • Posts

    3
  • Joined

  • Last visited

Posts posted by Hendo

  1. Thanks for the help Ken

    Is it possible then to get statements of past performance easily?  I have written to the relevant Pension Fund to try and get a statement of performance for the last 15 years (how long I have been here) as unfortunately through moving etc past statements have been lost.  Wondered if there was a short cut as I only have a week left to complete my tax return to finding out past past pension performances through the years.

  2. Hi

    I am 61 and a dual national (UK/Aus)  and have a couple of Private Pensions in the UK from previous working, I am currently unemployed and planning to self fund retire or work part time, earlier this year I closed and withdrew the balance of one of my pension funds (not much 20k or so ) as it did not allow me to Draw Down from it and wasn't performing well. The money is sat in my UK bank account currently and as I was an Australian Tax Payer I claimed my Tax back that the Inland Revenue automatically stopped.

    I now need to fill in my 2020 Oz tax forms and was wondering::

    A)  Do I have to declare these as earnings as I am self funding retiree,not claiming anything at all atm?

    B) I also have an Australian Super but did not draw the $10,000 Covid payment that was allowed earlier this year so can I offset some of the UK super for that?

×
×
  • Create New...