z&p 10 Posted May 25, 2010 Hi Has anybody used Mountford International for pension transfer/tax advice. Any recommendations as to who to use? Any advice would be greatfully received:) Share this post Link to post Share on other sites
Andrew from Vista Financial 592 Posted May 26, 2010 Sorry cannot really comment on their services as I have not had any dealings with people that have used them. Are you still in the UK? Do you realise that if you transfer a Pension over to Oz then it cannot be transferred back until a condition of release is met i.e. retirement. Intention to remain in Australia is one of the biggest factors that should be considered before transferring a Pension to Australia, therefore it could be worth considering waiting until a person has been in Oz for a while to get a feel for the place before making such an important decision. Financial Adviser (FPA Member AFP ®) Specialising in UK Expat Advice and Pension Transfers / AR-322874 /AFSL-234951 SMSF Accredited Adviser / UK SIPP Authorised Adviser Director - Vista Financial Services – www.vistafs.com.au 08 8381 7177 Please note that my advice is general advice only and professional financial advice should be sought for your own personal situation. Share this post Link to post Share on other sites
