Return to Oz: Crucial investment tax planning for wealthy Australians who will one day return home

  When:    09 Nov 2018 ( 12:30 - 14:00 )  
  Where:  14/F Fairmont House, 8 Cotton Tree Drive, Central, Hong Kong

      Please RSVP via email.
      Please RSVP via email.

    This seminar is presented by Philippa Huckle Wealth Management with logistical support from AustCham. The presenting organisation is wholly responsible for the content.

    Return to Oz: 
    Crucial investment tax planning for wealthy Australians who will one day return home

    Lunch Seminar | Friday 9 November

    After years in Hong Kong many successful Australian expatriates have built a substantial net worth of assets and investments outside of Australia. Yet Australia’s tax regime bites much harder than Hong Kong’s - so tax on these assets has historically been the bitter pill for wealthy Australians returning home.

    The good news is the Australian taxation of foreign assets has been changed. 

    Prior to repatriating, non-resident Australians can now legally and transparently structure the holding of their global investments to comply fully with Australian tax law, while significantly reducing or eliminating Australian Capital Gains tax, Income tax and Wealth tax on these assets.

    These structures must be implemented before you become an Australian resident. 

    Philippa Huckle will clearly and plainly explain how to properly implement these changes to substantially strengthen your own financial position.

    You should attend this seminar if you will one day live in Australia.

    About the speaker:

    Philippa Huckle is Executive Chair at Philippa Huckle Wealth Management. She directs the Firm's tax planning solutions, and chairs the firm’s Investment Committee which is based in London. 

    For years Philippa has been featured in the international media and is a frequent keynote speaker at events in Hong Kong, London, Singapore and Australia.

    Philippa pioneered the integration of Behavioral Finance into the Firm’s investment management methodology and has appeared on an elite financial panel with Nobel prize-winner Daniel Kahneman.

    Philippa has spearheaded development of the Firm’s Whole Net Worth® system, a sophisticated strategic planning system that helps clients realistically quantify their financial future and reach valuable insights to confidently make informed and effective decisions.

    In 2009 Philippa was named among “Hong Kong’s Most Extraordinary Women in Finance”.

    *Please be aware that PHWM begins advisory relationships with individuals with a net worth in excess of USD 2 million, excluding property.

    Friday 9 November 2018

    Registration from 12:30pm, Event starts at 12:45pm
    Event ends at approximately 2:00pm

    14/F Fairmont House, 8 Cotton Tree Drive, Central, Hong Kong

    AustCham Members HK$100; Non Members HK$200
    (Includes light lunch)

    To book:
    Please book here.

    *Please check the event flyer here.

    Philippa Huckle