Information for advice professionals only.
Rules relevant to clients who have a change to their residency status
Once the world (hopefully) returns to something resembling normal, there is likely to be an increase in migrants and returning expats wanting to call Australia home. Likewise some Australian residents can't wait to live elsewhere. Via use of case studies, this session outlines various super, tax and Social Security rules relevant to clients who have a change to their residency status, and identifies potential advice opportunities.
This session will be CPD accredited.
(Episode 33)
CPD ASIC Areas
ASIC - Superannuation 0.50 Hours Personal taxation 0.50 hours
CPD FASEA Areas
FASEA Technical Competence = 1.00
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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.