Client Testimonials

Eric and Kasia: Client since 2008

It looks like we are heading towards a very good direction. I can see that we can have a comfortable retirement if we choose so. We have a path clearly outlined ahead of us. It is up to us.

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The Value of Financial Advice

Returning to Australia: an Expats Guide

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If you are an Australian expat returning (or thinking of returning) to Australia, then this ebook is for you.

Finding good advice that caters for your issues can be harder than you think.

Some of the topics covered in this ebook:

Property related issues

  • What should you do with your Overseas Property (sell or rent-out)?
  • What are the tax implications either way?
  • Should I buy a property here in Australia?

Taxation

  • What your Overseas Tax status?
  • What’s your Australian Tax status?

Employment

  • What’s changed since you where here last?
  • What resources can I used to help find a Job?

Financial Matters

  • Can you transfer Funds to Australia?
  • What should you do about your Investments and Retirement Funding?

 

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