Financial Advice...
#1
Just Joined
Thread Starter
Joined: Apr 2004
Posts: 14
Financial Advice...
I have a Perm Res visa (granted 04/04) and plan to move to Oz in late 2005/early 2006 (delay for personal reasons).
I'm looking for a Tax/Financial advisor/lawyer who can advise us on, ahem, transfering (or not) our assets to Oz.
Can anyone suggest a KNOWN TRUSTWORTHY advisor? (btw, I live in Woking).
thanks in advance.
I'm looking for a Tax/Financial advisor/lawyer who can advise us on, ahem, transfering (or not) our assets to Oz.
Can anyone suggest a KNOWN TRUSTWORTHY advisor? (btw, I live in Woking).
thanks in advance.
#2
Re: Financial Advice...
Originally Posted by berndbrot
I have a Perm Res visa (granted 04/04) and plan to move to Oz in late 2005/early 2006 (delay for personal reasons).
I'm looking for a Tax/Financial advisor/lawyer who can advise us on, ahem, transfering (or not) our assets to Oz.
Can anyone suggest a KNOWN TRUSTWORTHY advisor? (btw, I live in Woking).
thanks in advance.
I'm looking for a Tax/Financial advisor/lawyer who can advise us on, ahem, transfering (or not) our assets to Oz.
Can anyone suggest a KNOWN TRUSTWORTHY advisor? (btw, I live in Woking).
thanks in advance.
so we will do it when we get there
Just use someone like www.Tranzfers.com to move the money across (no i don't work for them but i do use them)
Where abouts in woking ? used to live on Goldsworth park (brother still lives there, Knaphill actually)
#3
Graceyg
Joined: May 2004
Location: Toowoomba, QLD
Posts: 55
Re: Financial Advice...
Speak to the Commonwealth Bank in London, they transferred our money over to Oz and had our account all ready when we got here, Cards and everything, were very good, and didn't charge for the transfer and conversion of currency.
#4
Re: Financial Advice...
If you call 0800 085 3250 (IFA promotions) they can give you a list of IFAs in your area and 'voucher' for free 30 min consultation for one on the list.
Personally I would want to know more on an advisor and their business before commiting to them, and would want a FOC meeting to establish what they can offer, if we get on etc although not expecting free advice.
Personally I would want to know more on an advisor and their business before commiting to them, and would want a FOC meeting to establish what they can offer, if we get on etc although not expecting free advice.
#5
Just Joined
Thread Starter
Joined: Apr 2004
Posts: 14
Re: Financial Advice...
thanks for the replies so far. appreciated.
I guess what i need to know is...'what are the tax implecations for transferring money (such as house sale etc) to Oz outside considering it will be later than six months from Visa receipt?'
I guess what i need to know is...'what are the tax implecations for transferring money (such as house sale etc) to Oz outside considering it will be later than six months from Visa receipt?'
#6
Guest
Posts: n/a
Re: Financial Advice...
Originally Posted by berndbrot
thanks for the replies so far. appreciated.
I guess what i need to know is...'what are the tax implecations for transferring money (such as house sale etc) to Oz outside considering it will be later than six months from Visa receipt?'
I guess what i need to know is...'what are the tax implecations for transferring money (such as house sale etc) to Oz outside considering it will be later than six months from Visa receipt?'
#7
Forum Regular
Joined: Jun 2004
Location: Woodvale, Perth
Posts: 118
Re: Financial Advice...
Hi,
Alan Collett of 'Go Matilda' is a qualified accountant who provides financial advice for those moving to Oz. Ho posts on this forum quite a lot and provides some sound advice. I have attached the web address of his company.
Hope this helps
Mark
http://www.gomatilda.com/
Alan Collett of 'Go Matilda' is a qualified accountant who provides financial advice for those moving to Oz. Ho posts on this forum quite a lot and provides some sound advice. I have attached the web address of his company.
Hope this helps
Mark
http://www.gomatilda.com/
#8
Re: Financial Advice...
Originally Posted by berndbrot
I have a Perm Res visa (granted 04/04) and plan to move to Oz in late 2005/early 2006 (delay for personal reasons).
Jeremy