International Executive Services

Living and working overseas

If you are one of the many Australians considering living and working overseas, you could benefit from speaking to us about the financial implications of living abroad.

Wherever you are considering moving to, the investment and tax regulations in that country are almost certainly going to be different to those in Australia.

Understanding and planning for those differences will minimise any negative impact on your future wealth creation. We can provide advice around appropriate investments to hold as a non-resident.

Macquarie’s services include:

• Specialist financial planning services
• Stockbroking
• Mortgages
• Taxation planning
• Margin lending

At Macquarie Wealth Management we can assist you by:

• Preparing a comprehensive strategic financial plan to keep you on track with your financial goals
• Helping you to have your Australian portfolio in order before you move overseas
• Showing you how to best manage your finances within Australia while you are overseas (by either appointing an attorney or setting up a discretionary portfolio management trust)
• Helping you to consolidate all the administration, record keeping, tax reporting and transactions associated with your investments
• Providing 24 hour online access to your investments and financial assets

Macquarie can also give you guidance about the financial implications of living and working overseas. Where you need specific taxation advice, we will outsource this to international tax specialists to make sure that you are aware of the consequences and the opportunities.

For more information on International Executive Services from Macquarie Wealth Management call 02 8232 7367 (or from outside Australia +61 2 8232 7367) or email wealthmanagement@macquarie.com.au

This is General Advice and does not take account of your objectives, financial situation or needs. Before acting on this general advice you should consider the appropriateness of the advice having regard to your situation.

For information relating to our financial services you should refer to the Macquarie Equities Ltd Financial Services Guide.

the new Macquarie Private Wealth website for information on our products and services