Webinar: Mortgage, Finance and Tax Planning for Australians
On Thursday August 4, AustCham Shanghai is pleased to partner with Odin Mortgage and St. James’s Place to host a Mortgage, Finance and Tax Planning webinar for Australians in China.
Although travel restrictions into China remain, Australians are now able to enter and leave Australia after two years of travel disruption. As the world gradually opens up, it is now more important than ever that Australians living abroad are organised and proactive in their property matters and financial planning if they intend to return to Australia in the long run.
Date
Thursday, 4 August
4:00pm - 5:00pm
Free Webinar
Click here to Register
Key Topics
In this webinar, we will cover the key factors to navigate through in your property matters and financial planning, including:
- Australian Lending Overview
- Should Expats buy now or upon return to Australia?
- Tips & Tricks for expats obtaining finance
- Inflation and Current Market Update
- Wealth creation tips while abroad
- Tax considerations as an Australian expat
Speakers
MARTIN ZHENG
CO-FOUNDER, ODIN MORTGAGE
Martin is a licensed mortgage broker and MFAA credit adviser for Odin Mortgage, a leading brokerage for Aussie expats and overseas residents.
Martin helps Australian expatriates and overseas residents identify the most suitable mortgage and helps to structure their loans appropriately for current and future investments or owner-occupier purposes, compounding tax advantages and overall cost-effectiveness.
Martin works alongside the highest qualified group of professionals focused solely in the non-resident field to establish a specialized, and convenient 'one-stop-shop' for anyone living in Hong Kong, the Asia Pacific region and beyond.
The Australian regulators have continued to impose increasingly difficult lending policies for those residing overseas. Talk to a mortgage expert at Odin Mortgage today to understand the implications from a lending perspective.
JAMES ENGLEBRECHT
ASSOCIATE PARTNER
ST. JAMES'S PLACE WEALTH MANAGEMENT
James, originally from Australia, joined St. James’s Place Wealth Management as an Associate Partner in 2016.
James provides holistic financial planning and wealth management solutions tailored to meet the needs of his individual clients, as no one situation is the same. Being an expatriate in Asia himself, he is well-placed to understand the unique circumstances within the expatriate environment.
James’s background and experience as an Equities Broker and a Private Sales Trader provide him with a unique understanding of a broad range of asset classes, which he uses to his advantage when marrying client’s risk appetite with a strategy to meet their financial goals.
About Odin Mortgage
Odin Mortgage is a leading Australian mortgage brokerage for Aussie expats and overseas residents. It’s all that they do.
Their mortgage experts deal with all the Australian banks that lend to overseas residents, ensuring you have access to the best mortgage available.
They understand the complexities of expat mortgages; from loan structuring, tax residency considerations, maximizing borrowing capacity and foreign income bank policies.
Contact the team for assistance with:
- Pre-approvals and Purchases
- Mortgage Refinancing
- Cash-out and Equity Loans
About St. James's Place
St. James's Place is one of the largest wealth management companies serving the expatriate community living and working in Asia. We have many years of experience in Asia and have offices in Mainland China, Hong Kong and Singapore.
The strength of our business is underpinned by satisfied clients, their referrals and the dedication of our unrivalled team of St. James's Place Partners. Constantly evolving to meet the ever-changing needs of our diverse client base, we are personally committed to providing quality face-to-face advice and the very best client service.
St. James's Place is an FTSE 100 company specialising in the provision of face-to-face financial advice to individuals, trustees and businesses with over 154 billion GBP in client funds under management. We provide reliable and expert advice for individuals and businesses seeking to achieve four principal financial objectives:
- Build and preserve your capital
- Manage your cash and borrowings
- Protect yourself against the financial risk
- Manage your business more effectively
As well as addressing simple and straightforward issues such as mortgages and insurance, we can help with planning the complexities of investing for growth, for income, or retirement.
