The coveted 2020 Independent Financial Adviser (ifa) Holistic Firm of the Year award, is the second for Stratus Financial Group. The highly respected Brisbane-based financial planning firm took the honour in 2019 as well, shoring up their reputation for delivering quality and truly ‘holistic’ financial planning that is underpinned by integrated services and advice borne…
To engage Stratus Financial Group means partnering with people who are fully committed to helping you live your best life. It means working with team members who realise that what you really want from your financial adviser, in addition to advice and the coordination of your financial resources, is a sincere understanding of what is…
Most executives in industries that include mining and resources would agree that the opportunity to live and work overseas – whether permanently or temporarily – is an exciting part of their career. Many may not be aware, however, of the implications for their executive share scheme (ESS) of living in different tax jurisdictions. Multi-jurisdictional taxation,…
Many would agree that the impacts of COVID-19 remind us of what is most important in our lives: family, friends, the opportunity to work and the freedom to travel. And while it is understandable that the impact of the pandemic on your financial situation is preoccupying your thoughts at this moment, we encourage you to…
Executives who hold a large proportion of their overall wealth in an executive share scheme (ESS) need to be aware of the potential disadvantages of being in a ‘top heavy’ financial position. For executives whose ESS may account for the majority of their wealth, it is important to understand the risks and implications associated with…
The share market is nothing short of a roller coaster ride and investors are holding on tight. When it comes to mining and resources companies some share prices are holding their own so far, but others are well down. So, what does this mean for Executive Share Schemes (ESS)? How would your personal wealth and…
In this series of articles written for Resources Unearthed, we explore key issues that business owners in mining and resources need to consider when they want out, and importantly, why they’ll need a professional advice team to handle what are typically highly complex and diverse issues across legal, tax, accounting and personal financial planning priorities.…
Failing to keep accurate records of your executive share scheme (ESS) shares could see you paying way too much tax. It is important to understand that as a recipient of shares or options under an executive/employee share scheme, you are responsible for understanding and properly managing the tax implications. Failure to do so can result…
Establishing your tax residency status should be a top priority if you are planning to live and work in the United States.Tax processes in the USA (and other overseas) jurisdictions are highly complex and there will be major financial consequences if you get your tax residency wrong, so you will need specialised advice. Over and…
Feeling exhausted and overwhelmed are natural and normal for anyone who is faced with separation or divorce. We understand, and we’re here to help you through this very challenging time.