Australian Equities

Given that Non Residents for Australian tax generally do not pay Capital Gains Tax on gains made on Australia equities, these are a very tax effective and efficient mechanism to create wealth.

We can help build portfolios via;

  1. Nominated Full Service Stock Brokers ie Hartleys in Perth for time zone efficiency
  2. Self Managed Accounts (SMA) via various platforms like BT, Macquarie, MLC etc.
  3. Funds via all the major fund houses and investment platforms.
  4. Click here to read more about John R Goodlad from Hartleys; an experienced Investment Advisor who specialises in assisting Australian and International clients manage their wealth.

Click here to read more about John R Goodlad from Hartleys; an experienced Investment Advisor who specialises in assisting Australian and International clients manage their wealth.

Global Portfolios

We can provide / create Global Portfolios both offshore and onshore, including via Superannuation.

Given that the market capitalization of the Australian Stock market is less than 2% of the worlds’ stock markets value, diversification needs to be more than just Aussie Banks and Miners!

We also have access to the only AUD offshore Multi Manager, Multi Asset Class Fund ((Harmony AUD Growth) which could be said to be the best of both worlds, ie a blend of Global and Australian investments, within an AUD framework.

Our Investment Partners

Disclaimer

The information in this article is confidential and may be privileged or subject to copyright. Please do not copy, distribute or otherwise act on this article. The unauthorised use of this article may result in liability for breach of confidentiality, privilege or copyright.
Hartleys Limited ABN 33 104 195 057, its Directors and their Associates declare they may hold interests in/and earn brokerage, fees, commissions or other benefits from financial products mentioned in the above article or associated documents sent. Any financial product advice contained in this article or associated document is unsolicited general information only and does not take into account your objectives, financial situation or needs. Do not act on advice without first consulting your Investment Adviser to determine whether the advice is appropriate for you. If the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a Product Disclosure Statement relating to the product, if relevant, before making any decision. Hartleys believes that any information or advice (including any financial product advice) contained herewith was accurate when issued. Hartleys however, does not warrant its accuracy or reliability. Hartleys, its officers, agents and employees exclude all liability whatsoever, in negligence or otherwise, for any loss or damage relating to this document to the full extent permitted by law.
Hartleys may collect information from you in order to provide any services you have requested. A copy of Hartleys Privacy Policy is available on www.hartleys.com.au.
John Goodlad owns shares in many of the companies mentioned in this report.

Australian Expatriate Services Pty Ltd Referral Agreement Disclosure

Note that Hartley’s will remunerate Australian Expatriate Services (AES) 30% of the net brokerage and 35% of the non AUSIEX Ltd component of the Echelon administration platform (if applicable) as a referral fee per any referred client accounts. This is calculated on a monthly basis and paid on a quarterly basis from Hartley’s to AES. This fee forms part of, and is not in addition to, the standard Hartley’s fee schedule

Disclaimer

Note that specialist Accounting, Property, Mortgage and Foreign exchange services offered by our partners, Stoneturn, OFX, Hartley’s and LJ Hooker are via referral arrangement only. Note that these Firms are not authorised by NEO Financial Solutions Pty Ltd and therefore NEO Financial Solutions Pty Ltd and Australian Expatriate Services are not responsible for any advice/services provided by these Firms.

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