What our clients have to say.

The Challenge

The client had worked as a teacher in both Thailand and Australia over a thirty-year career. She was approaching retirement and had received conflicting information about whether her Thai contributions and her Australian superannuation could both be accessed, and how her current Thai residency affected the Australian portion.

Our Approach

We conducted a Pension Position Assessment, reviewing her contribution records from both countries, the relevant bilateral arrangements, and the current regulatory position on foreign pension receipt for Thai residents. We produced a written summary setting out her entitlements clearly in both jurisdictions.

The Outcome

The client came away with a clear picture of her position for the first time. She chose to proceed independently with the Australian portion and asked us to handle the Thai correspondence as a separate Managed Correspondence engagement. Both matters were resolved within three months.

The Challenge

The client's former employer had undergone a restructuring, and during that process, several years' worth of pension contributions had been incorrectly classified. The fund was disputing the client's calculated entitlement, and a formal objection process had already begun before the client engaged us.

Our Approach

We took on the Full Pension Defence engagement, reviewed all available employment and contribution records, prepared a formal submission addressing the misclassification, and corresponded directly with the fund throughout the process. The matter required two rounds of formal submissions over approximately five months.

The Outcome

The fund accepted the corrected calculation. The client's entitlement was revised upward by approximately 22% compared to the disputed figure. A closing report was provided summarising the final position and documenting the resolution for future reference.