March 31 Event – Repatriation Planning: What should I know before I go home?

on Monday, 16 March 2015. Posted in , ,
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On a cold smoggy day, like many in the past few weeks I’m sure there aren’t many Australians who haven’t considered returning home.

This event is for you.  What do you need to know?  There is much you can do and prepare for in the few years prior.

aussie flagThis event also launches a collaborative partnership between Caterer Goodman Partners and Azure Wealth Management for our Australian clients who can benefit from an integrated solution for tax, superannuation, financial planning as well as investment management approach with the best of the world on offer.  This event is also a collaboration between Australian Chamber of Commerce in Shanghai and CPA Australia’s Shanghai office, so it promises not only high level list of things to do, but real tax and financial planning strategies.

We look forward to seeing you there.

Owen

Time: 6:30 PM
Date: 31/03/2015
Venue: Suite 4003-04, 40/F CITIC Square | 1168 Nanjing West Road | Shanghai 200041 |
Address: Suite 4003-4004, CITIC Square, 1168 Nanjing West Road, Shanghai
上海市南京西路1168号中信泰富广场4003-4004室
Member Price: 100 RMB
Non-Member Price: 150 RMB

 

AustCham Shanghai is proud to host Caterer Goodman Partners and Azure Group Wealth who will highlight all the actions you can take whilst you’re overseas to ensure your return home is a smooth and profitable one.They will be addressing the following common questions from expats abroad:

 

1. When do I need to start thinking about my repatriation check list?
2. What opportunities do I have to use Superannuation when I return home?
3. When do I need to review my Will to take into account my circumstances in China before returning to Australia?
4. What is the implication of overseas assets and how should I return them?
5. When do I become tax resident in Australia and when is it appropriate to look at my tax structures?
6. What is the outlook for interest rates, property and the global economy that could affect my return?It is never too soon to plan and having a tailored strategy in place will have you prepared for the move ahead.

 

This event is being held at the offices of CPA Australia and guests can be accredited with a CPD certification, just request a certificate from CPA reception before leaving the event.

 

Speakers

Owen Caterer
Partner of Caterer Goodman 

Owen launched Caterer Goodman Partners in 2010 with a view to offering a new level of service to expatriates in the Asian region. Caterer Goodman Partners are a Platinum Member of AustCham Shanghai, and Owen is the Deputy Chair of AustCham Shanghai’s Financial Services Industry Committee, and previously Vice Chair of the SME Committee.Previously Owen worked as Manager of Technical Services and Investment Management for AMA amongst other roles. During his time at AMA Owen was head of the investment committee, leading the development of investment strategy across AMA’s China operations. He was also responsible for developing business amongst expatriates in China and managing their overseas assets via AMA’s Shanghai office.Prior to that Owen held the position of Senior Trade Officer for the Queensland Department of Premier and Cabinet, where he assisted Queensland ICT companies with their export plans.

Norman Howe – MBA(Exec) Adv Dip(FP) Dip FS(FP)
Managing Director at Azure Group Wealth

Norman is Managing Partner and Head of Azure Group Wealth based in Sydney Australia and is a specialist in the areas of superannuation , self-managed superannuation, personal succession, asset protection, estate planning and retirement planning strategies. With over 25 years financial advice experience, Norman has extensive expertise as a senior adviser as well as stints in senior corporate roles including TAL a leading Australian insurer and Westpac and is MBA trained.

Norman’s main focus is working with wealthy individuals, business owners both in Australia and offshore and has a passion to work with clients wishing to repatriate to Australia .

He has extensive knowledge of tax structures and works closely with the Azure Group Tax Partners in assisting ex-pats when formulating plans to return to Australia.

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