Papers and Research

White Paper for aspiring board directors

Company directorsFor those considering a board career there are a number of risks to consider in relation to managing your personal and family wealth. 

It is important when considering a role, to ensure the following risk mitigants are addressed:

  1. Board due diligence
  2. Directors and Officers  insurance
  3. Protecting personal assets

In this booklet,  compiled following conversations with a range of directors from ASX listed companies, to family businesses, charities and professionals working in the sector, are a range of strategies for managing personal financial arrangements for those who aspire to a portfolio career including board appointments.

You can download the Company Director booklet here.

SIV Booklet: Smooth Road to Travel-China to Australia

cover-SIV-BookletA guide to navigating the Australian financial services and migration landscape

This booklet compiled by Stacey Martin and members of Expat Advisors Community provides a comprehensive guide to assist  Significant Investor Visa (SIV) applicants on their journey from applying for the visa, investing in Australia, and ultimately relocating to enjoy Australia’s enviable lifestyle.

It has recently been updated for the new Significant Investor Visa investment framework from 1 July, 2015 which includes mandated investment into venture capital and small companies in line with the Australian Governments innovation agenda.

Click here to download: Smooth Road to Travel China and Australia_July version