Stacey Martin, Specialist Wealth Advisor - Expatriates and Significant Investor Visa, NAB Private Wealth.
Based in Sydney, Stacey provides personal advice for executives, business owners and their families who's careers take them offshore.
As Asia Ambassador, and Chair of NAB's Significant Investor Visa (SIV) proposition, Stacey works closely with migration, banking, tax and legal specialists to deliver an integrated service for investment migrants.
She also founded the Expat Advisors Community for professionals with internationally connected clients.
Australia is an attractive market for foreign investors, particularly when in comes to owning property including land. However, with escalating property prices in Sydney and Melbourne, the Australian and State Governments have made it more restrictive for foreign residents to purchase residential property in Australia.
Australia has a vast amount of land and whilst not all is suitable for farming has become attractive to foreign investors particularly with the need for increased production with global population growth.
Proposed direct interests in an agribusiness generally require Foreign Investment Review Board Approval (FIRB) where the value of the investment is more than $55 million.
However, where the purchaser is from a country where Australia holds a Free Trade Agreement (FTA) there is no limit. Current FTA countries include New Zealand, Canada, Chilie, Korea, Japan, Thailand, Malaysia, Singapore and the US.
Agricultural businesses include forestry and fishing as well as processing for meat, poultry, seafood, dairy, fruits and vegetables, grains and sugar.
This is land that can be used for a primary production business.
David To is a Private Client Director and manages a team of specialised bankers who deliver tailored banking and financial services to the banks wealthiest clients and families. This includes
Lending for investment, home and business
Wealth Advisory and Risk Management via JB Were
Treasury and foreign exchange
Estate Planning and Philanthropy
Born in Hong Kong, David can communicate fluently in Cantonese, Mandarin, Indonesian Bahasa and English and is active in the local Chinese and Vietnamese communities. As the NSW Asian Ambassador for NAB Private, David and his highly skilled team serve the banking and wealth needs of Asian clients.
Who we help
High net worth individuals and families looking for dedicated banking and investment wealth services for both domestic and international needs. Having a range of Asian language skills amongst the team is valued by migrants coming from Asia.
Birla Sun Life Asset Management is the fourth largest Asset Manager in India with more than US$ 16.67bn AUM and is one of the managers in the Jaipur India Fund.
Mr A Balasubramanian, CEO of Birla Sun Life AMC will be in Sydney and be speaking to those interested in investing and doing business in India. Given the key role India is taking as part of the Asian century, the session will provide insights into the current risks and opportunities as well as broader macroeconomic themes across the region.
Date: Wednesday 24th May 2017
7.15 am – light breakfast will be served
4.15 pm – followed by networking drinks
Venue: Dexus Place, Level 5, 1 Margaret St, Sydney
RSVP: firstname.lastname@example.org indicating the breakfast or afternoon session. Also let Katrina know you have been invited by Expat Advisors Community.
Stacey Martin has an extensive career in financial services and private wealth management and founded the Expat Advisors Community network for professionals with internationally connected clients. As a trusted authority on the Significant Investor Visa (SIV) program, Stacey provides relationship management services for applicants to Australia and New Zealand, predominantly from China, Vietnam and India. She is the author of “Smooth Road to Travel – China to Australia” which can be downloaded here.
Network for professionals with international clients