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TEST Australia Seminar Series Retirement Planning in Australia: Secure Your Future Abroad
Events • TEST Australia Seminar Series Retirement Planning in Australia: Secure Your Future Abroad
Hoxton Returns to Australia for a Series of Seminars Aimed at Global Investors.
Are you an expatriate living in Australia and seeking expert advice on managing your retirement assets? Do you have retirement assets outside of Australia that could be working harder for you? Join us for a comprehensive seminar series designed to help you take control of your international retirement planning.
Why Attend
Retirement planning as an expatriate comes with unique challenges and opportunities. Our seminars are tailored to address these specific needs, providing you with the knowledge and strategies to secure your financial future. Whether it’s consolidating retirement assets, operating in multiple currencies or navigating national tax regulations, our cross-border team can help you make the most of your post-work finances.
Agenda Highlights
- UK Pension Transfers -Understand the options and benefits of transferring your UK pension to Australia.
- UK State Pension – Learn about your entitlements and how to maximize your UK state pension.
- Superannuation Strategies – Maximize your superannuation benefits with expert insights.
- Fundamentals of International Retirement Planning – Gain a solid foundation in managing your retirement assets across borders.
Join Us On
Sydney
Date: Tuesday 24th September.
Venue: Shangri La Hotel Sydney
Doors open at 6.00 pm (Seminar to commence at 6.30 pm sharp)Brisbane
Date: Thursday 26th September.
Venue: Voco an IHG Hotel Brisbane
Doors open at 6.00 pm (Seminar to commence at 6.30 pm sharp)Melbourne
Date: Tuesday 1st October.
Venue: Marriott Hotel Melbourne
Doors open at 6.00 pm (Seminar to commence at 6.30 pm sharp)Perth
Date: Thursday 3rd October.
Venue: Double Tree by Hilton North Perth
Doors open at 6.00 pm (Seminar to commence at 6.30 pm sharp)
Our Speakers
Thomas Goldie
Senior Adviser
Thomas has over 9 years of experience within the financial services industry and is one of the Senior financial advisers at Hoxton Capital Management.
Thomas has qualifications across multiple jurisdictions and advises a large client base across the Middle East, Australasia, Asia, and Europe.
Mark Routen
Head of Tax
Mark brings over three decades of taxation expertise, initially with the Inland Revenue (now HMRC) and later with prominent accounting firms. Transitioning to entrepreneurship, he founded his own company, specialising in expat tax planning, with extensive experience in India and Hong Kong. Joining Hoxton in 2021, he spearheads the in-house tax division and is a distinguished member of the Chartered Institute of Taxation.
Matthew Tailford
Commercial Director
Matt has over 20 years of experience in financial services, beginning as a graduate trainee with SunLife Financial in the UK. He has held senior roles in the UAE, including nearly a decade with the Sovereign Group. A Chartered Financial Planner and Fellow of the UK’s Chartered Insurance Institute, Matt enjoys spending time with his family, travelling, and supporting Southampton FC.
How Can We Help You?
If you would like to speak to one of our advisers, please get in touch today.
Register Now
Don’t miss this opportunity to equip yourself with the knowledge needed to secure your financial future. Register Now to reserve your spot and receive a QR code via email for event entry.
