PTD takes the risk and hard work out of transferring by giving you access to the best advice available with no up-front cost or obligation.

STEP 1 - Free, no-obligation Report and Analysis

Download a Data Collection Form then complete and post the original to PTD. We then prepare a detailed Report and Analysis (we think it is the most comprehensive available) comparing how your benefits will be treated if they remain in the UK against how they will be treated if transferred to Australia. It costs you nothing to find out if transferring will benefit you.

STEP 2 - The transfer

Arrange a FREE, NO OBLIGATION consultation with your adviser to go through your Report and, if prudent to do so, start the transfer(s).

We only charge a fee if your transfer goes ahead (up to 3% excluding Goods and Services Tax (GST) ). Your report will quote the exact amount we will charge in your case so that it forms part of your transfer decision. And so you don't have to put your hand in your pocket, this fee is deducted from the final transfer amount. We may agree to reduce our fee for larger transfer values and for transfers under $20,000 a minimum fee applies ($1,000 excluding Goods and Services Tax (GST) ).