I’ve worked with dozens of executives who have sought assistance and a remedy for symptoms that many executives will immediately recognise – feelings of not being in control, failing to remain on top of personal administrative matters and not having enough to show for a career of hard work and considerable stress. These, among other…
You may be familiar with BOMAD, otherwise known as the Bank of Mum and Dad. According to MOZO, a finance comparison website, it’s Australia’s fifth largest residential lender and parents are forking out on average $73,522 to help children buy their first home.[1] But it’s not just parents who are helping out with money. High…
In this video, James Marshall, Financial Adviser explores FIVE important financial matters expatriates need to consider. They are: Understanding your tax ‘residency’ Foreign tax residency and the implications on your Australian tax affairs Accumulating assets outside of Australia Will your estate plan work when you are overseas and cover other unfortunate events? Managing Australian entities…
Prior to my involvement with his affairs and following his unexpected death, my client had inadvertently created a devastating financial legacy that would take years to sort out and cost his estate hundreds of thousands of dollars to resolve. The situation had arisen in part because he received poor advice concerning a very large contribution of vested…
