FIVE Important Financial Matters Expatriates Need to Consider.
In this video, James Marshall, Financial Adviser explores FIVE important financial matters expatriates need to consider.
ESS: How To Avoid Financial and Emotional Turmoil (Case Study)
Prior to our involvement with his affairs and following his unexpected death, our 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…
ESS: What You Need To Know About Executive Share Schemes
Prepared for mining and resources executives and employees who have an Executive Share Scheme (ESS) as part of their salary package, this document provides an insight into the nature of ESS. We aim to create an awareness of the inherent complexity involved in managing an ESS, the requirement for constant review and the high probability…
Financial advice for achieving what matters most … and why it matters to us too
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…
ESS: Key Considerations for your Executive Share Scheme (Video)
For recipients of a past, current or future executive share scheme living in Australia or overseas, this video summarises key considerations as well as why you need specialist advice to make the most of your ESS: Vesting and the crucial decision about what you should do with newly vested shares; The implications of multiple tax…
ESS: THREE Key Multi-jurisdictional Tax Considerations
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,…
Why your personal insurance cover is more valuable than ever
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…
ESS: Top heavy? The risks of holding too much of your wealth in your executive share scheme
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…
COVID-19 Superannuation relief measures. Review your super strategy NOW.
In 2020, more than ever before, and in light of the recently introduced COVID-19 Government superannuation relief measures, we recommend reviewing your superannuation strategy well in advance of the end of the financial year. Certainly, it’s a pertinent time to consider your investment strategy and understand that share market corrections may create market opportunities. And…
ESS: Executive Share Scheme COVID-19 Impacts
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…