Need Adviser (change) on your Super (former QROPS) Fund

[Andrew from Vista Financial]

Many members over the years have transferred their UK pensions to Australian Superannuation Funds which at the time would have been QROPS most now would know that the only direct route to transfer a UK pension is via a QROPS 55+ SMSF

 

Many would have done this from the end of 2014 early 2015 and may have been caught up in the unfortunate situation where the money hit their super fund after 6 April 2015 so then had to wait agonisingly for over a year for HMRC to finally confirm that they would not be looking at charging tax on these transfers, see HMRC tax relief finally granted

 

For some this money may have been held in a Global (Trust) Account of their Super Fund pending the HMRC decision and would now have been deposited to your member cash account.

 

These monies will now need to be invested and consideration needs to be given to them be invested into the correct mix of assets thus risk that you are comfortable with, for others these monies may have already been invested.

 

If you need an Adviser in the first instance to advice on an appropriate investment strategy/approach and or even an appropriate Super Fund then we are in a position to provide this service to you.

 

Alternatively if you have an Adviser associated with your Super Fund already and are not happy for one reason or another and wish to change Adviser we will be happy to discuss taking over as your Advisers and continue to provide ongoing investment/strategy advice.

 

Our niche is providing ongoing retirement and investment advice and strategies for UK expats in Australia and we have been providing this service since 2008 Vista's Ongoing Service

 

In actual fact this extends to all superannuation and investments not solely to Super Funds with transferred UK pension monies.

 

If you would like to consider appointing us as your Advisers then simply PM or contact me directly via my email (in signature below) to discuss further.

 

Kind Regards

 

Andy