Financial Wellness for Women Session #5: Special considerations for Australian (or Spanish/EU) citizens and permanent residents

There will be separate parallel sessions for Australian citizens and permanent residents, and Spanish/EU citizens and permanent residents.

Anne will cover key considerations to keep in mind when investing while living outside of Australia as well as potentially relocating to Australia, giving some worked examples on other topics such as superannuation, franking credits and capital gains.

Jennifer will take participants on a deeper dive into their financial planning and investments, share information on EU initiatives offered, and introduce crypto and other new types of investments.

Australia Session:

There are special considerations for Australian citizens and permanent residents when investing in Australia as well as abroad, particularly with respect to the onshore tax regimes. For example, in Australia there is a unique system of franking credits that attach to dividends and varying treatment of capital gains across asset classes, as well as tax concessions for superannuation funds. There are advantages and disadvantages to being a tax resident or non-resident to be aware of and plan for. This session covers the key things to keep in mind when investing while living outside of Australia, as well as potential relocation to Australia.

Aiming to enhance your knowledge and skills in managing personal finances and investments and are willing to cover the fundamentals of financial wellness, check out our 6-part series program here. 

Please note: The views, thoughts, and opinions expressed by the speaker(s) belong solely to the speaker, and are not representative of the Australian Chamber of Commerce in Hong Kong.