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Australian Expats: Tax-Efficient Investing & Planning Opportunities
Webinars • Australian Expats: Tax-Efficient Investing & Planning Opportunities
Living overseas can create new opportunities, but it can also make your financial position more complex.
In this webinar, Hoxton Wealth's Trevor Keidan is joined by Neil Chadwick, Technical Specialist at IFGL, to discuss some of the key financial planning considerations for Australians living and working abroad.
The session explores how Australian tax residency can affect your finances, why international information sharing is becoming increasingly relevant, and how the way investments are held may influence tax, flexibility, administration and estate planning.
Topics covered include:
- Australian tax residency for expats
- Australian Taxation Office considerations and global financial reporting
- Tax and financial planning for Australians overseas
- Offshore investing and international investment structures
- Investment-linked insurance wrappers and offshore portfolio bonds
- Retirement and estate planning for Australian expats
- Preparing financially for a possible return to Australia
- Reviewing whether existing investment arrangements remain appropriate
Whether you are building a career overseas, approaching retirement, already retired abroad, or considering a future move back to Australia, this webinar will help you understand the questions worth asking before making important financial decisions.
There is no single financial strategy that suits every Australian expat. Your country of residence, tax residency, long-term plans, investment objectives and personal circumstances all need to be considered together.
Our Speakers
Trevor Keidan
Director (Lead)
As managing director and one of the founding partners of Infinity Financial Solutions - now acquired by Hoxton Wealth - Trevor has been part of a team who have overseen the evolution of the company to its current position as one of Asia’s most respected multi-jurisdictional independent financial service providers with offices across the South East Asia region and China.
Trevor co-founded Infinity in 2004 because he felt that the expat community in Asia was being ill-served by the financial services industry. His aim was to offer a client-focused approach to financial planning, delivering quality independent advice, first-class service, and effective wealth-management solutions. Trevor is proud to say that even though the company has experienced phenomenal growth and now serves thousands of individual clients and companies across the region, with in excess of $300 million in assets under management, those basic principles remain unchanged.
He takes a very hands-on approach, fostering a positive working environment and encouraging training, development, and employee relations.
Trevor holds the fundamental belief that good financial planning makes people’s lives better. People working abroad really do have an enviable opportunity to make a huge success of their lives but it is essential to make the right financial decisions and that’s where our professional advice can make a huge difference.
Originally from South Africa, Trevor lived in London for many years before moving to Asia to start my career helping expats to plan and execute their financial goals.
He is a member of the Chartered Insurance Institute, specialising in financial planning and corporate benefits, as well as holding regional qualifications.
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