How to Plan a Move to Australia Tax Efficiently

How to Plan a Move to Australia Tax Efficiently

  • Have you recently been thinking about moving back to Australia?
  • Do you know how this would affect your tax position and wealth planning?
  • What should I be thinking about before moving? Is there anything I can be doing now?


Join experts from CF Wealth and Kenworthy & Associates for a concise tax planning webinar covering residency, superannuation contributions, retirement
planning, investment planning efficiency and property.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances. You are advised to seek
independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.

Zoom webinar - access details will be sent via email to registered guests the morning of the event. 

Registrations close 6pm Monday 9 November.

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.

Date:

Tue, November 10, 2020


Time:

04:00 PM - 05:00 PM

ADD TO CALENDAR

Location:

Zoom webinar - access details will be sent via email to registered guests one hour before the event start time



Fees:

Member: $0.00

Non-Member: $50.00


SPEAKER(S)

Annabel McCormic-Houston
CF Wealth Management - Chartered Wealth Manager

Annabel is a Chartered Wealth Manager (MCSI) and she completed her Masters in Wealth Management from the prestigious Chartered Institute of Securities and Investments in the UK. Having extensive experience as a Private Banker in London combined with having worked in Hong Kong since 2016, she brings extensive expertise and knowledge to her clients.  


Annabel’s focus is to work with individuals to assist them in developing a long term, flexible financial plan. Her approach begins with a ‘financial health check’ and understanding the client’s goals, motivations and any existing financial plans. Whether you have old pensions or ISA’s and you don’t know what to do with or you want to protect existing investments, Annabel can help you navigate these difficult issues with ease. 


Kishan Karia
CF Wealth Management - Senior Wealth Manager

“Kishan Karia moved to Hong Kong and joined CF Wealth Management in 2017 as a Senior Wealth Manager bringing over 10 years of experience within the financial services industry sector. He is primarily focused on helping expatriates and their families maximise the financial benefits of working and living in Hong Kong. Prior to joining CF, Kishan worked as a Relationship Manager for Barclays Wealth Offshore and Private Bank services.

 

Kishan prides himself on keeping a simple and focussed approach when it comes to financial planning. Whether it’s growing, protecting or making plans to pass on your wealth, Kishan’s priority is making sure it is done properly and in a timely manner.

 

Kishan’s ability to build strong and long lasting relationships has meant in a very short time, he has become one of the top advisors at CF Wealth and is a very familiar face in Hong Kong. He has always been a very sociable person and feels very lucky to do the work he does because he gets to meet remarkable people every day. As their needs change over time, Kishan is on hand to provide the best possible advice to them. 

 

When he isn’t spending time helping clients, he is spending time with his wife and their daughter. Kishan is a keen runner, having completed both the London and New York marathons. He also enjoys reading and getting involved in different volunteering opportunities.” 


Alan Kenworthy
CF Wealth Management - Principal | BBA, CA

Alan established Kenworthy & Associates in 2018 because of his passion for helping people with managing their tax and financial affairs. Alan’s formative years in tax and accounting were with Ernst & Young (EY), where he worked in the Tax Division for more than 10 years.


Alan moved to MinterEllison in 2002 and was a Partner in the Tax Group for 16 years. Alan draws on his vast experience to provide unique insights and solutions to clients.