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FINANCIAL ADVICE FOR AUSTRALIAN EXPATS

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Superannuations are a fundamental part of how Australians’ plan for their retirement, but are those who move overseas maximising the potential of their Super?

 

Our Super Advisory Service is designed to help Australian Expats get the best out of their Super ensuring your money works harder so you don’t have to?

 

What is the Super Advisory Service?

 

  1. Review existing Super arrangements to identify performance and cost saving opportunities;

  2. If appropriate, roll your Super over into a scheme more befitting with the clients needs and investment preferences. For those with more than one Super this can also create opportunities to consolidate your accounts into one more easily managed product;

  3. With the assistance of our team of Investment Analysts we assess your appetite for risk, investment horizons and target returns, then design a bespoke portfolio aligned with those requirements. We have access to a broad universe of investment options including some of the World’s best known and well regarded funds managers - e.g. Vanguard, Blackrock, PIMCO, Macquarie;

  4. Enter into a regular cycle of review to ensure we are regularly updating and adapting our recommendations, in terms of portfolio design and financial planning, to consistently get the best out of what the market has to offer and work towards your financial goals.

 

To learn more about how we can help you get the most out of your Super get in touch via the contact form below or use the link below to book in for an introductory appointment?

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LINC Private Solutions are an Expat and High Net Worth focussed division of Synergy Financial Advisors, Singapore’s 4th Largest Wealth Management business (MAS License No. FA100050) and Synergy IFA, Malaysia.

 

LINC’s advisers are a specialised team of highly experienced Financial Professionals who have been advising Expats in Singapore and SE Asia for over 20-years. An initial consultation encompasses the following key steps:

 

  • Financial Planning - We complete a number of exercises to quantify key client goals and outline savings and investment trajectory required to achieve them, using Cash Flow Modelling tools to create a clear visual illustration of the road to achieving the financial future you desire.

  • Tax Mitigation - How can we best structure your investments to reduce exposure to taxation in your current and future locations e.g. expats returning to more highly taxed locations.

  • Portfolio Design - Using a combination of our Investment Research Team's expertise and external partners to grow your money in a carefully curated, risk rated environment.

  • Planning for the unknown - What contingencies and insurances need to be put in place to ensure we hope for the best but plan for the worst?

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What other services do you provide?

 

We are LINC provide a broad range of Financial Services including but not limited to:

 

  • Investment Selection and Portfolio Management using ETFs, Mutual Funds and Hedge Funds

  • Discretionary Fund Management - using some of the World’s best regarded asset management firms to manage portfolios of direct stocks, bonds and funds on a Discretionary basis

  • Australian Tax Planning - we can often build tax credit in anticipation of a future move to Australia meaning there is often value in talking to us up to 10-years before you move;

  • UK Pension Advice

  • UK Inheritance Tax and Estate Planning

  • UK ISA Advice

  • UK Tax Planning - often relevant for those with an existing British Financial Footprint or those who may move to the UK at any stage in the future - e.g. relocation, retirement

  • US Tax Planning

  • US Compliant Portfolio Design including full IRS / 1099 Reporting

  • Financial Planning on Portfolio Management Services to clients from Europe, Asia and around the World.

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