AustCham Shanghai Event Reminder: Aussie Tax, Super and Property Strategies
The end of the Australian financial year is approaching and it will soon be time to file your Australian tax return. It is also a good time to review your wealth management strategy to ensure you are on track to achieve your financial goals.
Whether you have just arrived or are heading back, it is always important to keep up-to-date with the latest tax strategies and investment techniques while you are living abroad.
Join AustCham Shanghai and Angus Sexton, Senior Vice President of ipac, to find out:
* If you should sell your offshore investments before returning to Australia
* How your shares and investment properties are taxed in Australia
* The best way to structure your loan for your Australian properties
* How to maximise your opportunities in wealth accumulation while living overseas
* The best way to utilise your superannuation effectively.
Angus Sexton, Senior Vice President, ipac
Angus Sexton has been working in the financial services industry for more than 18 years, gaining extensive experience in superannuation and banking. He has been specifically focusing on financial planning for the past 10 years. As an ipac Senior Vice President, Angus is experienced in giving advice to high net worth clients on such matters as tax and investment strategies.
Prior to joining ipac, Angus was a senior financial planner with Citi Smith Barney Private Clients and ANZ’s Private Clients. He spent seven years with Mercers, where he specialized in both superannuation management and financial planning.
This seminar provides general information only and is developed for educational purposes only. This means the information provided does not take into account of an individual’s particular financial circumstances or particular needs. Please do not act on any information provided in this seminar before seeking advice from a licensed adviser in the country where you reside.
Reserve your attendance by Monday 11th May with Helen Li, Administrative Assistant via email: firstname.lastname@example.org. Walk In Policy: Please note that if you show up on the day of the event without a booking you will be charged a 50RMB “walk in” fee if spaces are still available. Cancellation Policy: Please note you must cancel your reservation in writing 24 hours in advance. AustCham will pass on any costs incurred for no shows to the persons concerned.