From UK Pension to SMSF - What Advisers Need to Know

Join AAS for an upcoming webinar exploring UK pension transfers into SMSFs, presented by Matt Davis (HarbourPTS).

This session will explore how bringing UK pension assets onshore efficiently, compliantly and tax effectively can create better outcomes for clients and develop stronger relationships for advisers.

This session will cover:

• Why age 55 is a key planning opportunity for UK pension transfers
• How the transfer process works end to end
• Where UK pension funds are transferred to
• Administration and compliance requirements
• How UK pension transfers can support business development and adviser differentiation

Details

Date: Wednesday 6th May 2026
Time: 11:00am-12:00pm AEST