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An In-Depth Look At The Latest Australian Tax Residency Rules - London

How To Use Your International Status To Minimise The Tax You Pay

When:

September 20, 2023

Time:

Networking Event 7PM

Location:

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Are you an Australian International working in London with combined liquid assets of at least AUD $1,000,000?

During May 2021's budget, Australia’s Federal Treasurer, Josh Frydenberg, announced that Australia will replace it’s tax residency rules for individuals with a so-called ‘bright line’ test. The changes will be based on a Board of Taxation report issued in March 2019, in which a range of new tests were proposed.

Whilst draft legislation has not yet been released, it is very important for you to understand how these changes may affect you.

We are delighted to welcome distinguished guest host, Geoff Taylor, a seasoned expat tax advisor with extensive experience who will be making a special trip from Sydney to be a part of this event.

Whilst this exclusive networking occasion will naturally delve into the realm of global wealth management, it will also provide an enjoyable and unique gathering of like minded Aussies with interests in the UK.

Learn How You Can Legally Mitigate Your Tax Liability

The key questions that Australian expats need to consider whilst working in London are ‘how will these new rules apply to me?’ and ‘what actions could I take to reduce and my future tax liabilities in Australia?’.

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At the network evening, a short presentation will include tax optimised investment strategies for those expats who intend to remain in Europe for the long term and also for those who intend to return to Australia to continue their careers or to retire.

In our latest network event, we will delve deeper into:

  • Key takeaways from the recent Budget
  • The proposed new Australian tax residency rules
  • What is the so-called ‘bright line’ test?
  • How you can use your international status to best structure your financial planning and reduce the tax you pay
  • Finding the best investment vehicle for your unique circumstances
  • How high earners can benefit from changes to the tax system
  • The minimum time you must hold these investments to qualify
  • Protecting your investment gains when you choose to return home
  • Tax and Financial Planning for returning to Australia.
  • Tax and Financial Planning for retiring abroad in Europe

Your Speakers

Ryan Donaldson

Regional Manager & Senior Financial Planner

Having worked in numerous locations around the world, Ryan has firsthand experience of how to best support international investors with financial planning advice and security on a domestic and international level. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality and your future lifestyle is protected.

Geoff Taylor

Partner & Australian Tax Expert

Geoff is one of Australia’s leading expat tax and financial planning advisers. He regularly delivers Keynote addresses and has assisted many expats during their repatriation to Australia. A dual qualified Tax Accountant and Financial Planner, Geoff has developed specialised expertise in advising Australian expatriates over the last 14 years.

The Venue

Hayhill Private Members’ Club, Mayfair, London

‘Conceived as a private members’ club for business, HAY HILL was the first to provide business people with a carefully curated, luxury environment in which to meet, entertain and conduct business alongside an exceptional leisure space and five-star service. All in the heart of Mayfair.

Ryan Donaldson

Regional Manager & Senior Financial Planner

Having worked in numerous locations around the world, Ryan has firsthand experience of how to best support international investors with financial planning advice and security on a domestic and international level. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality and your future lifestyle is protected.

Geoff Taylor

Partner & Australian Tax Expert

Geoff is one of Australia’s leading expat tax and financial planning advisers. He regularly delivers Keynote addresses and has assisted many expats during their repatriation to Australia. A dual qualified Tax Accountant and Financial Planner, Geoff has developed specialised expertise in advising Australian expatriates over the last 14 years.

The Venue

Hayhill Private Members’ Club, Mayfair, London

‘Conceived as a private members’ club for business, HAY HILL was the first to provide business people with a carefully curated, luxury environment in which to meet, entertain and conduct business alongside an exceptional leisure space and five-star service. All in the heart of Mayfair.

THE EVENT IS NOW FULL

Register Today!

If you would like someone to contact you to discuss further the subject of this network event, please fill out the form below.

Don't miss out on this exclusive live event, book your place today!

Register Now

Questions For The Speaker?

If you have any questions for the speakers that you want to send through ahead of time, please feel free to email them to: olivia.gunningham@skyboundwealth.com

‍

*Tax advice is not regulated by the FCA

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