Expat Chat Podcast

Expat Chat Episode 125 - Can You Roll Over A Foreign Pension in to a Super Account?


Listen Later

Welcome to the one hundred and twenty fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about can you rollover your foreign pension and retirement savings into a Australian superannuation account.
When we live and work overseas there is a good chance you will accrue some form of retirement savings.
Some of these savings could include a UK pension, 401k from the US, RRSP from Canada, Provident Fund in Hong Kong, CPF in Singapore, End of Service Benefit in the UAE and many more.
However it isn't always so simple just to take your foreign retirement savings and place it in your super fund.
There are complications on where the funds are coming from, and the local jurisdictional rules, as well as how those funds are categorised when they enter Australia.
In this episode we run through the following topics:
• What is classified as a foreign pension?
• Can I just move my foreign retirement savings into my superannuation?
• What Australian rules apply to those funds entering Australia and my super account?
Links that we discussed in this episode include:
• Upcoming events - https://atlaswealth.com/events
• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community.
Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt
LinkedIn: www.linkedin.com/company/atlas-wealth-management
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthmgmt
...more
View all episodesView all episodes
Download on the App Store

Expat Chat PodcastBy Atlas Wealth Management

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like Expat Chat Podcast

View all
The Money Puzzle by The Australian

The Money Puzzle

40 Listeners

Investopoly by Stuart Wemyss

Investopoly

12 Listeners

money money money by Glen James

money money money

48 Listeners

Property Investment, Success & Money | The Michael Yardney Podcast by Michael Yardney; Australia's authority in wealth creation thru property

Property Investment, Success & Money | The Michael Yardney Podcast

23 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

10 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

21 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

24 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

3 Listeners

Expat Mortgage Podcast by Atlas Mortgages

Expat Mortgage Podcast

0 Listeners

Retire Right by Glen James

Retire Right

23 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

6 Listeners

Prime Time with Bec Wilson by 9Podcasts

Prime Time with Bec Wilson

22 Listeners

Atlas Weekly Recap by Atlas Wealth Management

Atlas Weekly Recap

0 Listeners

Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

Aussie FIRE | Financial Independence Retire Early

5 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

10 Listeners