You need to plan ahead and know how your assets will be treated in Australia. You need to have a financial plan! 

    With thanks to bdhSterling for sponsoring this episode.

    Welcome to the New Life in Australia podcast

    In this episode, Karen talks to Simon Harvey, Group Managing Directory of bdhSterling. We discuss: 

    • Moving your pension to Australia
    • Planning your long-term financial goals
    • Thinking about your retirement plans
    • What stage should you consider your financial plans
    • Tax returns and international pensions
    • If you’ve moved to Australia from the UK, is it worth topping up the UK state pension? 

    There is a lot to think about when it comes to moving your finances to Australia. This episode is a great starting point to begin thinking about your financial future. 

     

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    Resources: 

    You can find the AI-generated transcript for episode 20 here.

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