Melbourne Forum – International Pension Strategies

InterRetire_HK skyline

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.

Dale Hoy understands the challenges faced by internationally mobile executives in planning for their retirement, having run a financial planning practice in Indonesia for Aussie expats.

He founded InterRetire in 2001 which provides a portable global retirement scheme for both individual expatriate executives and their employers.

In this session Dale will provide an overview of the challenges internationally mobile executives face, how the offshore pension structure works, and what types of clients it may suit.

Joff Macleod, PwC Private Clients will also share his expertise on the tax and estate planning issues for returning expatriates and intending migrants to Australia.

Date:        Tuesday 3rd March, 2015

Time:        4.00 pm for 4.15 pm start to 5.15pm, followed by      networking and drinks until 6.00 pm

Venue:     PricewaterhouseCoopers, Freshwater Place
2 Southbank Boulevard, Southbank Melbourne
Please go to concierge on ground floor

RSVP:       By Friday 27th February to stacey.martin@nab.com.au

For more background on international pension strategies check out the InterRetire website.