As an expatriate, you face complex challenges in relation to tax residency, tax liabilities in multiple jurisdictions and extraordinary costs for relocation and living overseas.

Your family will experience new and unfamiliar situations and while we can’t provide language classes, we can help you to realise the financial benefits your overseas career can bring.

Your challenges will include dealing with your company’s corporate accounting team as well as your personal accountant who may struggle with understanding the complexities of your overseas employment and expatriate circumstances.

In this scenario, we become your personal financial advocate representing your best interests, providing advice and collaborating with specialised tax advisers on your behalf.

We specialise in financial planning and advice services for expatriates, including:

• Executive Share Schemes (ESS) advice and management
• negotiating remuneration packages
• tax residency
• SMSF legislation
• international tax
• foreign-acquired assets
• obtaining and retaining life insurance when overseas
• property ownership in and out of Australia, and
• financial advice for Wills and estate planning