Australian Relocation And Repatriation Planning Checklist
In this free checklist you’ll learn...
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7 Critical Areas For Your Advisor
The 7 critical areas you’ll need to discuss with your Financial Advisor to create the best possible plan for both you and your family.
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How To Cover All Your Bases
Have a thorough discussion with your advisor about: tax residency, property, stocks, superannuation, global assets, health insurance, and wills and estates.
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A Simple Financial Framework
A simple, easy to understand framework to get on top of your finances and maximise your wealth, without the headaches.
Why read this checklist?
If you're an Australian expat senior executive, navigating your finances across borders can feel overwhelming.
This guide makes it simpler by pinpointing 7 crucial areas to discuss with your Financial Advisor for the best plan for you and your family.
From tax residency and property to superannuation and wills, it covers all bases. This guide also gives you a clear, easy framework to enhance your wealth without headaches.
Ready to take control of your financial future? Get your free copy of the checklist while it’s still available.
The Author — Dale Hoy
Dale has 30 plus years experience working with senior Australian executives and their families. Contending with international financial planning issues including tax and retirement planning on leaving Australia, working offshore and before repatriation to Australia. He is the founder of InterRetire and an active member of Rotary International.
