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Transferring Annuities To Australia


Spaceman

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Does anybody know the procedure that needs to be followed when you want to withdraw the proceeds of a RA fund. I have been advised to apply for a Certificate of Residence from ATO, to confirm that I am a resident of OZ. I must provide a blocked bank account to finalise the transfer. 

 

I was advised to stay away from banks and use specialist companies to handle the process. 

 

Please advise.

 

Stephen

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Hi

 

Lumpsum or post commutation monthly /annual “pension” or annuity?

 

What is your age?

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Hi Hugo,

I am 55 years old as of Sept 2017, lumped some "withdrawal benefit" (as opposed to a retirement benefit).  

 

Regards

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  • 2 months later...

Hi Spaceman

 

Not sure if you have already solved this. Great company in RSA who do this kind of work.

 

Thansk

Edited by Mara
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