Following our own hugely successful webinar earlier this year on the subject of tax residency rules changes for Australians, we are delighted to confirm Skybound Wealth Regional Manager (Switzerland) & Senior Financial Planner Ryan Donaldson will be a guest speaker on the subject for the latest Australian Swiss Chamber of Commerce webinar on Tuesday 26th October.
The Australian Budget in May 2021 saw the Federal Treasurer announce Australia’s tax residency rules for individuals would change as early as 1 July 2022. The proposed changes are arguably the most significant changes to the residence rules since the tax act was first enacted in 1936.
Hosted by AusCham, the webinar will explain the proposed rules and how they are likely to apply to Australian expats living and working in Switzerland.
Ryan, who is Chartered MCSI Senior Financial Planner,possesses a depth of knowledge in financial planning, investments and pensions. Having worked in the UK., Europe and Switzerland, Ryan has the experience and understanding to assist clients with financial planning advice and security on a domestic and international level.
Don't miss out on this exclusive webinar, get your ticket today!
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Understand your provider’s rules for foreign addresses
Compare 401(k) and IRA fees
Review tax implications
Confirm the IRA custodian supports foreign residency
Evaluate investment preferences
Consider currency needs
Understand Roth conversion implications
Evaluate long-term residency and retirement goals
Consult advisers familiar with cross-border planning
Ordered list
Item 1
Item 2
Item 3
Unordered list
Understand your provider’s rules for foreign addresses
Compare 401(k) and IRA fees
Review tax implications
Confirm the IRA custodian supports foreign residency
Evaluate investment preferences
Consider currency needs
Understand Roth conversion implications
Evaluate long-term residency and retirement goals
Consult advisers familiar with cross-border planning