Servicing Australian Expatriates
Depending on your circumstances, we understand that expatriation may represent one of your best opportunities to amass real wealth.
With the benefit of today’s web based technologies we are able to extend our services to you even if you can’t meet us in person. Simply being outside of Australia shouldn’t mean you are disconnected from an Australian based adviser.
We can provide comprehensive advice on your Australian affairs while complementing your current overseas financial situation. We can structure your investments to minimise your Australian tax and regularly review your superannuation & insurance to ensure they remain relevant while you reside outside of the country.
When you are considering your return to Australia our repatriation planning strategy will consolidate any overseas pension benefits & investments in the most tax effective manner.
Additionally, through our network of professional contacts we can also act as a conduit for any mortgage broking, estate planning & other legal services you may require*.
Things you may need to consider:
- Taxation residency
- Currency & taxation planning for investments
- Moving & accessing overseas pensions
- Insurance availability & cover types
- Family home usage
- Estate planning changes
- Retirement planning
To arrange an initial appointment, you can contact us via:
Telephone: +612 9406 0150
Skype: 
Email: lps@lps.com.au
Send us a message: Contact Us
* Charter Financial Planning is not responsible for the advice provided for these third party services.
These editorials provide general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Charter Financial Planning and its Authorised Representatives do not accept liability for any errors or omissions of information supplied in these editorials.
