Carla Smart - Group Head Of Pensions at Skybound Wealth Management considers how reliable the safe withdrawal rate rule is for expat retirees.
During the recent budget delivered on 11 May 2021, Australia’s federal treasurer, Josh Frydenberg, announced that Australia will replace its tax residency rules for individuals with a so-called ‘bright line’ test. The changes will be based on a Board of Taxation report issued in March 2019 in which a range of new tests were proposed.
If you are an Australian International working in Switzerland with combined assets over AUS $500,000, find out how to reduce the tax you pay.
The key questions that Australian expats need to consider whilst working in Switzerland are ‘how will these new rules apply to me?’ and ‘what actions could I take to reduce and my future tax liabilities in Australia?’.
In our latest webinar we will delve into:
This webinar will be hosted by Skybound's Regional Manager and Financial Planner Ryan Donaldson who will be joined by Geoff Taylor, Partner and Australian Tax Expert .
Regional Manager & Senior Financial Planner
Having worked in numerous locations around the world, Ryan has first-hand experience of how to best support international investors with financial planning advice and security on a domestic and international level. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality and your future lifestyle is protected.
Partner & Australian Tax Expert
Geoff is one of Australia’s leading expat tax and financial planning advisers. He regularly delivers Keynote addresses and has assisted many expats during their repatriation to Australia. A dual qualified Tax Accountant and Financial Planner, Geoff has developed specialised expertise in advising Australian expatriates over the last 14 years.
Don't miss out on this exclusive webinar, get your ticket today!
If you have any questions prior to the webinar, contact charlotte.downs@skyboundwealth.com
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