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Australian Expat Case Study

Client situation:

Tim is 27 years of age and has just moved to China where he envisages that he will spend the next 5 years of his life.  Tim envisages he will be able to save around $100,000 AUD per year.  Before departing Australia for China, Tim purchased a house. He is now renting the house.

Client Advice:

  • Ascertain Tim’s Australian tax residency status.
  • Determine a strategy to send money back to Australia at a favourable exchange rate.
  • Look at investing in Australian equities.  This will take advantage of the capital gains tax exemption.
  • Determine whether personal insurance policies are still valid while living in China.
  • Consider possible gearing.

" I am very happy with the quality of the financial and investment advice that Chris has provided me. Moreover, the service from Chris and his team has always been exceptional. I can see myself continuing using the services of Humphrey Partners in the years ahead. "

Dr Craig McDonald