Nikki Hirrill

Thank you for the clarification.

Hello We are planning to return to the UK around July 2023. We have been advised that we will qualify for case 4 split year treatment (starting to have a home in the UK only). Assuming that is correct, if we withdraw our Australian super as a lump sum in May 2023, will it be liable to UK or will it fall outside of the scope, as it will be captured within the overseas part of the split year? Thanks, Nikki

Thank you for clarifying, much appreciated.

Hello We have lived in Australia for 17 years and intend to return to the UK to live in July this year. We intend to withdraw all of our superannuation before we return, to fund part of a house purchase. Would these funds be taxable when we transfer them to the UK? Thanks,