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.
* as at 01/06/2020
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.
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.
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.
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.
Our requirements to make you a client
Listed below are all the items we require, to handle the transfer process on your behalf:
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
Level 10, 20 Martin Place, 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 firstname.lastname@example.org and a member of our team will respond
AESF Product Documents
Form 4 – Benefit Payment Request
Form 13 (we are updating this form)
ATO Rollover Initiation Request