Australian Tax on Investments for Expats
April 16, 2024
Australia typically taxes individuals on their worldwide investment income and/or capital gains as part of the income tax system. If, for example, you hold an
Established in 2006, Chartwell Associates is a premier Fee-Based wealth management company based in Singapore. Because we are independent and Fee-Based we do not rely on commissions or kick-backs and we do not “sell” products.
We specialise in high-quality financial planning tailored to the unique needs of expatriates, Singaporeans and high net worth individuals including US taxpayers, helping them build, manage, and protect their wealth. As a regulated firm, we prioritize ethics and client goals over product sales.
We’re easily accessible via phone and email, catering to busy expat lifestyles.
Our diverse client base includes young professionals to retirees in Singapore and Asia of all nationalities, offering ongoing investment and tax advice
We are a member of AFA(S) , The Association of Financial Advisers which is the leading representative body recognised by the Monetary Authority of Singapore for the financial advisory profession in Singapore
We are a member of, The Society of Will Writers which is is the leading self-regulatory body for Professional Estate Planners, supporting 1700 members and their clients.
At Chartwell Associates, we take a client-centered approach to financial planning, driven by a commitment to your financial well-being. We understand that every financial journey is unique, and we tailor our advice to align with your individual goals and aspirations.
As a regulated firm, we prioritize ethics and integrity above all else. You can trust that our recommendations are always in your best interest, free from any pressure to purchase specific products.
Behind the scenes, our dedicated team of professionals collaborates to address your specific needs, handling paperwork and working with external experts when necessary. We’re flexible in our communication, offering face-to-face meetings at our offices or the convenience of phone and email.
Whether you’re just starting out in your career, raising a family, nearing retirement, or already retired, our services are designed to support individuals and families at every life stage, providing ongoing investment and tax advice to secure your financial future.
At Chartwell Associates, we’re not just financial advisors; we’re your partners in building, managing, and protecting your wealth.
Mr. P, a Canadian, inquiry about purchasing property in Singapore.
MR H, a 37 year old married Kiwi, approached us for mortgage advice
Mr & Mrs D contacted us as they needed to re-finance their UK property
Mr G, a Brit, contacted us as he had reached age 60 , interesting case
Australia typically taxes individuals on their worldwide investment income and/or capital gains as part of the income tax system. If, for example, you hold an
One of the most common questions that we are asked when discussing UK property investment is whether it should be done with the use of
This is an updated CPF blogpost from 2023, you can find it here If you have Permanent Resident status in Singapore, you will be paying