John Brogden, then CEO Financial Services Council, was special guest at the Sydney Expat Advisors Community forum in April 2014. The FSC represents Australia’s retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks, trustee companies and public trustees.
Continue reading Asia Region Fund Passport
Dale Hoy from InterRetire presented recently at the Expat Advisors Community forum in Melbourne. Following are some key insights from his presentation and you can view the slides here.
Continue reading Have you missed opportunities for your international clients?
InterRetires Dale Hoy, with Joff Macleod from PwC Private Clients
Tuesday 3rd March, 2015
We are delighted to have Dale Hoy as our guest speaker on international pension strategies, for our first topic after launching the Melbourne forum last October. Continue reading Melbourne Forum – International Pension Strategies
It may be wise to check if they have transferred their UK pension schemes over to the Australian superannuation system. From April 6, 2015 members of public sector pension schemes, including those covering the former National Health Service, will no longer be able to transfer the money to an Australian super fund.
Continue reading Do you have clients who have migrated from the UK?