Expatriate Financial Advice
Whether you are an Australian expatriate living abroad, a skilled migrant living in Australia, or endeavouring to obtain a Significant Investment Visa (SIV) from a financial planning perspective it is paramount that expats understand how they will be taxed on their Australian and overseas passive and investment income so that they can take advantage of the unique financial planning opportunities that are available to expats. It is also vital that expats understand how to maintain their favourable tax regime.
Humphrey Partners can work with your advisers throughout the globe to deliver the best overall outcome for you.
Our financial planning offering extends beyond investment advice. It includes:
- Tax planning and the preparation of Australian tax returns
- Estate planning
- Superannuation advice
- Retirement planning
- Personal insurance
Ideally you should contact us before you leave or arrive in Australia, although late advice is better than no advice.
Please note that our financial advice relates to Australian financial products and services. As we are not licensed to provide advice in foreign jurisdictions, you must have an Australian address, agent or attorney to which we can direct any advice.
"Humphrey Partners has helped my family with professional financial advice on a number of occasions. Specifically, Chris recently helped me to make decisions regarding my salary packaging options. Chris and his team are always proactive and quick to respond to queries. Chris’ advice has always been relevant and informative, enabling us to make careful decisions about our financial situation and planned future. "