All posts by Stacey Martin

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.

Jennifer Yeo, Special Counsel, Tax & Private Advisory, Mills Oakley Lawyers

Jennifer Yeo - Expat Advisors Community
Contact details

T: +61 2 8289 5881
E: jyeo@millsoakley.com.au
W: www.millsoakley.com.au

What we do

I am an international tax lawyer and provide practical, achievable solutions for high net worth individuals and families where tax has an impact on their wealth accumulation and preservation.

Continue reading Jennifer Yeo, Special Counsel, Tax & Private Advisory, Mills Oakley Lawyers

March Melbourne event an overwhelming success

expat-advisors-community

Thank you to venue hosts PwC for their hospitality in putting together a very professional event on Tuesday 3rd March 2015. The just over 20 attendees enjoyed the views from their office in Southbank, Melbourne overlooking the city, and drinks and canapés for just over 20 attendees.

Also welcome to our new friends from the UK, Tameron McDougal and Christine Keen, bringing a truly international flavour to our forums. There was some fantastic networking and I’m sure there have been numerous coffee catch ups since the event.

Dale Hoy, InterRetire was the key note presenter and there was much interest not only for our globally mobile executives, but also as a potential strategy for inbound investors including Significant Investor Visa applicants.

Click here for post event article of highlights from the session, as well as link to the presentation slides, flyer and contact details for Dale as well as Joff Macleod, PwC Private Clients.

If you have any relevant articles you would like to submit for our Expat Advisors Community blog, please email me directly at stacey.martin@nab.com.au

Next Australia China Business Week events for 2015

Melbourne – coming up next week on 24th and 25th March – it’s not too late to book for the various sessions and networking events or the full 2 days. Click here to book

China – join us in Guangzhou and Hong Kong 25th to 29th May as part of the Think Global “Invest in Australia” mission with David Thomas. If you haven’t been on a delegation before, not only do you attend the ACBW Conference, there are additional networking opportunities plus the comradery and relationships built between like-minded delegates.

Set aside the dates in your diary and let us know your interest as plans are underway to leverage connections made by our community on previous trips. More information here: http://bricandchina.com/

Resources

SIV Booklet – Smooth Road to Travel China to Australia has recently been updated alerting to the proposed investment changes. Click here to download your copy.

Expats – have you completed our survey? For advisory professionals, global mobility and expats themselves, please take 10 minutes to share your insights for this research here.

Next Expat Advisors Community Events

Watch out for Sydney and Melbourne dates and if you would like to recommend topics or speakers let me know. We are also planning forums in Brisbane and Perth this year.

David Garde, Tax Lawyer- The Tax Objection

Contact details:David Garde

 

Phone: +61 414  571 063

Email: david@thetaxobjection.com
Website: thetaxobjection.com
Twitter: @TheTaxObjection

What do you do?

David Garde is an experienced and accredited specialist taxation lawyer based in Sydney.

Why international?

David aids clients with cross-border ventures and interests including optimisation and integration of various Australian and foreign cross-border business and investment activities including those involving resident and non-resident trusts.

Evaluating commercial, reputational and legal risks of international activity in the Australian tax and regulatory environment, David also follows the dynamic developments in international tax world which you can follow on twitter.

Who do you help?

David advises clients, and works with their onshore and offshore professional and financial advisors to provide a complementary service and, where necessary, Australian regulators.

His firm TheTaxObjection is focused on assisting clients and their accountants with disputes with Australian and state commissioners of taxation.