EAC Events

March Melbourne event an overwhelming success


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/


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.

Culture, Language and doing business in China

NiHao Global - represented in 22 major cities across China.
NiHao Global – represented in 22 major cities across China.

Janey Lee, Executive Director of NiHao Global in China, spoke at the Sydney Expat Advisors Community event in February. She discussed Chinese philosophies, communication differences between east and west, and provided some insights into doing business effectively in China. You can view the PowerPoint presentation here. Continue reading Culture, Language and doing business in China

Speaker bios – SIV Seminar in Hong Kong

Stacey Martin, NAB Private Wealth, Sydney & founder of Expat Advisors Community

Stacey Martin has been providing personal wealth management and advisory services for more than 20 years to senior executives, business owners and wealthy families. She specialises in working with globally mobile executives in maximising the financial success of their offshore assignments through strategies before departure, whilst offshore and importantly planning return.

Working with other internationally connected accountants, lawyers and migration professionals, the inbound opportunity to assist investment migrants through the Significant Investor Visa program draws on her cross jurisdictional expertise and cultural awareness.

Click here for more about NAB Private Wealth, Australia or email stacey.martin@nab.com.au

Suren Pather, Chairman SUMO Group of Companies 

suren pather

With more than 25 years experience in the financial services industry, Suren Pather created one of the first multi-disciplinary professional practices in Australia, integrating a Chartered Accounting, Financial Planning and Legal Practice successfully to become one of the leading boutique advisory practices to High-Net worth clients.

Chairman of the SUMO Group of Companies, across China, India, South-East Asia and Africa, this includes SUMO SIV Managed Fund Pty Ltd.

Click here for more about SUMO Group or email suren.pather@sumosiv.com

Cher Jones, NSW Trade and Investment

cher_jonesCher Jones is the Trade and Investment Commissioner representing the New South Wales Government for South China, Hong Kong, and Taiwan. This supports inward trade and investment across resources, agribusiness, infrastructure, construction, advanced manufacturing and the pharmaceutical sectors.

Cher was previously the Associate Director of ANZ Guangzhou Branch with responsibilities in corporate and institutional banking for large local corporations in South China. Her career in Australia included 5 years at the CSIRO contributing to the commercialisation of Australian intellectual property in food technology, agribusiness and biotechnology.

Click here for more about NSW Trade and Investment international network.

Ivan Chait, Santa Fe Immigration

Ivan Chait

Ivan Chait has over 25 years’ experience in the migration industry. Santa Fe Relocation is a global mobility company providing complete end to end relocation services. This includes advice and assistance with applications for temporary and permanent residency for Australia, New Zealand and other global destinations.

Clients range from multinational corporations and SME’s relocating their employees internationally, to individual families relocating from a range of international jurisdictions.  This includes Significant Investor Visa applicants from South Africa and China.

Click here for more about Santa Fe or email ivan.chait@santaferelo.com

Thomas Tang, NAB Private Wealth Advisory, Hong Kong

thomas tang

Thomas Tang is a dual licensed financial planner based in Hong Kong  who is also an Australian CFP. He provides personal wealth advisory services to Australian expatriates with expertise in wealth management and protection, superannuation and retirement planning, risk management and cross border solutions and expatriate services.

Through the NAB network, Thomas has access to a vast array of specialist services and products including Australia and Hong Kong investment and superannuation fund platforms.

Click here for more about NAB in Hong Kong or email thomas.tang@npwadvisory.com

David Stevens, Contango

David-Stevens-2014David Stevens is Managing Director of Contango MicroCap Limited. He has worked in the investment industry for over 25 years.

David has been licensed as an Investment Manager in Australia, the United Kingdom and the United States. Prior to launching Contango in 1998, David was Chief Investment Officer from 1990 and Chief Executive Officer from 1992 of HSBC Asset Management.

Click here for more about Contango Group or email dstevens@contango.com.au

Stephen Hardy, Executive Director, Hindmarsh

stephen hardyHindmarsh is a major Australian property developer and construction contractor in Sydney, Brisbane, Adelaide and Canberra. For over a decade, Hindmarsh have been working closely with Business talent (permanent) 132 Visa applicants nominated by the ACT Government.

Stephen Hardy  is also CEO of Australian Capital Ventures Limited (ACVL) which together with  ANU Connect Ventures, the venture capital arm of the Australian National University (ANU), a world leading research and teaching University, have established an SIV compliant fund called Significant Capital Ventures.

Click here for more about Hindmarsh Group or email steve.hardy@hindmarsh.com.au