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Register

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.


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

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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.

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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.



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