September 14, 2020

FIVE important Financial Matters for Expatriates

Financial Matters for Expatriates

In this video, James Marshall, Financial Adviser explores FIVE important financial matters expatriates need to consider. They are:

  1. Understanding your tax ‘residency’
  2. Foreign tax residency and the implications on your Australian tax affairs
  3. Accumulating assets outside of Australia
  4. Will your estate plan work when you are overseas and cover other unfortunate events?
  5. Managing Australian entities while residing overseas

About James Marshall
James is an experienced financial adviser with advanced qualifications who specialises in advice for mining and resource executives and professionals who often live and work overseas. His areas of expertise include executive share schemes (ESS), budget and cash flow planning, investment strategies, portfolio management, superannuation, estate planning, and retirement planning and transition. Read more


What You Need To Know Above Living And Working Overseas.
What You Need To Know About Executive Share Schemes

Resources Unearthed is a solutions hub that provides integrated financial, legal, property and accounting & business advisory services for executives, professionals and business owners in mining and resources.

Stratus Financial Group and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. This is general advice only and does not take into account your objectives, financial situation or needs, so you should consider whether the advice is relevant to your personal circumstances. You should also read the relevant Product Disclosure Statements (PDS) before making any financial decisions.


Share this article:

More posts