This case study illustrates the collaboration between financial (myself), legal and business advisers to create a seamless plan for our client, a business owner in mining and resources, and his wife to help them achieve their financial goals and leave a legacy for their children. Knowing that protecting the family’s current lifestyle was important to John…
This case study outlines how I provided financial planning advice and coordinated business and legal advice for a mining executive who had worked overseas for 30 years. There were multiple issues relating to complex executive options and share plans in a variety of structures across a variety of taxation jurisdictions and in addition, my client had…
Written for mining and resources executives and professionals to help you enjoy and benefit from living and working overseas, this important strategy paper considers the complex and interacting matters – personal, family, professional, social and financial – that need to be taken into account before you relocate. These matters include: risk & investment strategies; super/SMSF; asset protection;…
Building wealth effectively within superannuation is an important consideration for mining and resources personnel, particularly when a change in super legislation may be of benefit. 2018/19 is the first financial year you may be able to boost your superannuation balance by carrying forward unused superannuation concessional contributions cap amounts. Part of the Government’s superannuation reforms,…
