Australians living abroad

Planning Partners provides a specialised service to Australians living abroad. This service covers advice in the following areas:

WEALTH CREATION STRATEGIES
Australians working abroad are in a unique situation to accelerate their wealth creation by taking advantage of high incomes and tax benefits of investing in Australia as a non-resident. We devise wealth creation plans which are tailored to your particular financial goals and involve a combination of investment, debt management, tax and superannuation strategies.

PORTFOLIO MANAGEMENT
We provide portfolio advice on a wide range of investments including direct equities, professionally- managed funds and fixed-interest investments. We can also provide you with access to direct property investments in Australia through our strategic alliances with Buyers Advocacy and Property Management firms.

EXECUTIVE SHARE AND OPTIONS PLANS
We provide advice on finance, taxation and investment issues associated with company shares and options accrued during your period of residency overseas and in Australia.

PLANNING TO RETURN TO AUSTRALIA
We assist with the financial and taxation issues associated with your transition back to Australia and adjust your financial plan to cater for your changed circumstances.

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