All posts in "Superannuation"

Transferring your UK Pension to Australia : What you need to know

By Craig / November 30, 2017

If you have lived and worked in the UK for a period of time, you will have built up savings in a UK Pension.  Due to the purpose of the UK pension (ie. to provide an income to people in retirement), there are numerous rules and restrictions when it comes to transferring your UK pension […]


5 investment strategies for Australian expats to save for retirement

By Craig / April 12, 2017

Without the safety net of compulsory superannuation contributions by their employer, many Aussie expats struggle with determining what is the best way to save for retirement while living overseas.  Here are five ideas for Australian expats to save for retirement, and one to avoid.


Superannuation Bilateral Agreements

By Craig / April 10, 2017

If there is a superannuation bilateral agreement between Australia and the country you are working in, it may be possible for your employer to make compulsory superannuation guarantee contributions into your Australian superannuation fund while working and living abroad.


Is the Australian Government About To Take Your Lost Super?

By Craig / December 14, 2016

As of 31 December 2016, the Australian government is set to take control of an estimated 100,000 “lost super” accounts and pocket the unclaimed money.  It could also inadvertently result in thousands of Australians unknowingly having their life insurance policy cancelled.


The Risks of Investing For Retirement – What John Oliver Has To Say

By Craig / June 13, 2016

Retirement planning for many Australian Expats is difficult enough without everyone wanting to take their fee to manage your money including your financial advisor and fund manager, let alone ensuring you are putting your money where it will get the best return. This is a great video that explains the risks of investing for retirement.


How The Performance Of Your Super Fund Can Be Boosted

By Craig / February 29, 2016

Not many of us pay much attention to our superannuation, but did you know just improving the performance of your super fund by 1.0% per annum could increase your superannuation balance by more than 20% over twenty years? And there are some easy ways for all of us to ensure that while we are living […]


The Self Managed Super Fund Nightmare For Australian Expats

By Craig / January 19, 2016

So you followed all the advice about putting money away for your retirement.  You consulted your accountant and decided to setup a Self Managed Super Fund (SMSF).  Then you moved overseas for a few years.  Make sure you take good advice.  If your SMSF becomes non-complying it could be a costly mistake.