Life Outside the Hong Kong Bubble - The financial reality of returning home to Australia

Event Service

Life Outside the Hong Kong Bubble - The financial reality of returning home to Australia

Event Service

14 October UPDATE: This event has now sold out. If you would like to be added to the waitlist, please email bookings@austcham.com.hk

Are you thinking of moving back to Australia? Do you know the financial reality of returning home? If not, this is the perfect seminar for you.

During the seminar, Tom Jeffries and Ben Smythe will be discussing the financial aspects of moving back to Australia. This includes the true living expense costs as an Australian resident, and preparing for the return to the Australian tax net. Furthermore they will be exploring avenues for investing your excess cash, apart from buying more properties, and advising how much money is really needed for a comfortable retirement in Australia.

The seminar will also cover the Australian tax system, and how to plan for going from a broad 15% rate to a 47% tax rate. Finally the tax practicalities of spending ½ your time in Australia and ½ your time overseas will be explained.

If you are planning to leave Hong Kong for Australian anytime soon, come and join us on October 22nd for this lunch seminar.

Presented by Minchin Moore Private Wealth with logistical support from AustCham. The presenting organisation is wholly responsible for the content.

 

Date:

Tue, October 22, 2019


Time:

12:15 PM - 02:00 PM

ADD TO CALENDAR

Location:

Conference room, AustCham Hong Kong, Room 301-02, Lucky Building, 39 Wellington Street, Central




Fees:

Member: $100.00

Non-Member: $200.00


SPEAKER(S)

Tom Jeffries
Minchin Moore Private Wealth

Tom has a Bachelor of Commerce (Accounting), a Post Graduate Diploma in Applied Finance and Investment, an Advanced Diploma in Financial Planning and is a Certified Financial Planner. Tom also has specialist accreditations in the areas of self-managed super funds, listed securities, margin lending and personal debt advice. Tom specialises in providing holistic advice to HNW families and private clients. This includes advice across investment management, strategic financial planning, self-managed superannuation funds, risk insurance and lending services. Tom enjoys seeing clients realise their financial and lifestyle goals


Ben Smythe
Minchin Moore Private Wealth

Ben has been involved in the financial services industry for over 20 years (both with small business and large corporates) and has a strong tertiary background (three degrees from UNSW). He is also a Chartered Tax Adviser and Self-Managed Superannuation Fund Specialist Adviser. Ben is deeply passionate about drawing a line in the sand in the financial planning industry, and delivering advice that is free from conflicts, and specific to the aspirations and outcomes that are important to each individual client. He also focuses on giving back to clients their biggest life constraint, which is time, so they can spend it with the people or doing the things that are important to them.


Cancellation Policy:

Cancellations must be sent in writing to bookings@austcham.com.hk by October 15, 2019. Please contact cancellation@austcham.com.hk for more details. No shows will be charged.

For any further assistance please contact bookings@austcham.com.hk