Australian Expatriate Superannuation Fund
The Australian Financial Services Industry is a well regulated jurisdiction which is governed by the Australian Prudential Regulation Authority (APRA), Australian Securities and Investments Commission (ASIC) and the Reserve Bank of Australia (RBA). This gives you peace of mind knowing that you can save for your retirement in a secure and safe environment.
Australian Expatriate Superannuation Fund (AESF)
There are various types of Superannuation options in Australia, such as Self-Managed Super Funds, Corporate Super Funds, Industry Super Funds, Public Sector Super Funds and Retail Super Funds.
Our Australian Expatriate Superannuation Fund (AESF) is currently the ONLY Retail Super Fund in Australia that is registered with Her Majesty’s Revenue & Customs (HMRC) as a Qualifying Recognised Overseas Pension Scheme (QROPS). This means that it is the only Retail Super Fund in Australia that can accept a transfer of UK Pension funds.
The Plan is managed by Diversa Trustees Limited, an approved Trustee regulated by the Australian Prudential Regulation Authority (APRA) – RSE License L0000635, AFSL Licence 235153.
AESF is a division in the Tidswell Master Superannuation Plan (TMSP), Registration No. R1004953, which was established in 1988 and is a public offer superannuation fund. The Tidswell Master Superannuation Plan can be found on the HMRC ROPS list.
Retail Super Funds are similar in structure to UK Personal Pension plans as you have access to a wide range of investment choices, and when it comes to retirement (your preservation age), you can flexibly access your funds. The Retail Fund provider is also the Trustee meaning that the day to day management and administration of the fund is their responsibility, not yours.
Key Benefits
Retirement Saving made easy with our Superannuation Fund
UK Pension Transfers Made Easy
The personal, simple and affordable way to transfer your UK Pension to Australia
Our team of UK Pension Transfer specialists have a wealth of experience when assisting our clients transfer their UK Pension to Australia. To most people, this process may appear to be daunting and complex but at IVCM, it is our job to simplify that complexity and put your mind at ease knowing that you can transfer your pension safely, securely and efficiently with us.
However, it is important to note that we are NOT authorised to provide you with any personal advice and so we strongly recommend that you seek professional personal advice from a suitably qualified Financial Adviser, before transferring a pension. It is important for your financial position to be assessed in order for you to have complete assurance that transferring your pension is in your best interest. If you would like us to put you in touch with a trusted financial adviser, just ask.
How it Works
Transferring a Pension Plan to Australia is a process that we make simple for you, by handling all of the administration involved, on your behalf.
Simply follow these 3 steps and we will take care of the rest.
Apply
Our application form also includes a letter of authority so that we can deal directly with your existing UK pension provider so you don’t have to.
Personal ID
One should be a copy of your passport or driving license as photographic identity and the other a recent bank statement or utility bill, as proof of address.
Complete
We require you to post all documents to our Australia office noted below. We can also start the process with a scan of your documents.
Transfer Requirements
Our requirements to make you a client
Listed below are all the items we require, to handle the transfer process on your behalf:
Superannuation Application Form
APSS263 - AESF
Transfer Request and Declaration Form
You should also provide us with your completed and signed transfer forms from your UK Pension Scheme (s) and your identification documents, as noted above.
Post all of this documentation to our office in Australia :
IVCM (Aust) Pty Ltd
Sussex Street, Tower 2, Level 20, Darling Park, Sydney, NSW 2000
We can start the process with a scanned copy of this paperwork but ultimately we need the original signed paperwork to finalise the transfer of funds.
Please email your documents to enquiries@ivcm.com and a member of our team will respond
AESF Product Documents
Product Disclosure Statement
Investment Guide
Member Guide
Statement of Compliance
2023 Fee Summary
Product Summary
Accumulation
Target Market Determination
Transition To Retirement
Target Market Determination
Pension
Target Market Determination
Superannuation Application Form
APSS263 - AESF
Transfer Request and Declaration Form
Form 1
Beneficiary Nomination
Form 2
Adviser Appointment & Removal Form
Form 3
ATO Foreign Super Transfer
Form 4 – Benefit Payment Request
Form 5 – Change of Member Details
Form 6 – Change of Pension Payment Details
APSS241 - Change of Member Residency
Form 8 – Investment Switch & Strategy
Form 9 – Proof of Identity
Form 10 – Cancel Existing Insurance Cover
Form 12 – Member Contribution
Form 13
ATO Rollover Initiation Request
Form 14
Adviser Fee Renewal Form
Form 17
Reversionary Pension Nomination
Forms
Pension Application Form
Forms
APSS263 - AESF
APSS255 - AESF
(QROPS to QROPS Transfers only)
Forms
Non-Financial Adviser Business Representative Appointment
Factsheet
Departing Australia Superannuation Payment (DASP)
Personal Individual Representative Appointment Form
New Business - POI and POA Requirements
Document Certification Requirements
Investment Information Sheet
Checklist for New Business Requirements
Login Guide - For Members
Login Guide - For Advisers
AESF Annual Report 2022
AESF Annual Report 2021
AESF Annual Report 2020
AESF Annual Report 2019
AESF Annual Report 2018
AESF Annual Report 2017
Update to Product Disclosure Statement
01 July 2021
Change of Fund Administrator for AESF
05 February 2021
Change of Trustee for AESF
18 December 2020
AESF PMIF PDS Update Notice
17 March 2020
Important Notice
02 July 2018
Member Outcomes Assessment
For the year ended 30 June 2022
Portfolio Holdings Disclosure
30 June 2023
AESF - TMD
AESF - TMD TTR
AESF - TMD Pension
Retirement Income Covenant Summary
Budget Updates
July 2022
Annual Member Meeting Notice
2022
Annual Member Meeting - Minutes
2022
Annual Member Meeting – Video
2022
Any Questions?
Contact us today for some FREE expert support and guidance and one of our consultants would be happy to answer any questions you have.
