fbpx

James Ridley

James is the Managing Director for the Asia Pacific region and is an experienced financial planner who brings a multitude of skills and experience to the table when it comes to providing Australian expat financial advice. After completing university, James was an accountant for four years at which point he then moved into the financial services sector and became a financial planner. Combining his accounting skills with financial advice, James has advised individuals, families, and Self Managed Super Fund clients in the areas of retirement planning, debt reduction, cash flow management and portfolio management. James holds a Bachelor of Commerce with an accounting major, Bachelor of Business with a marketing major, Advanced Diploma of Financial Planning and is currently completing his Masters of Financial Planning.

housing australian expats

Australian Housing and Lending Landscape Webinar for Australian Expats

Australian Housing and Lending Landscape Webinar for Australian Expats – Securing housing finance can be challenging at the best of times, throw in your Australian expat status, overseas income streams and a post royal commission environment, not to mention the impacts of Covid-19, rising interest rates and the situation gets decidedly more complex. No longer …

Australian Housing and Lending Landscape Webinar for Australian Expats Read More »

tax residency Australian expat

Changes to the Australian Tax Residency Rules Affecting Expats

Changes to the Australian Tax Residency Rules Affecting Expats – In the 2021-22 Australian Federal Budget, the government announced changes intended to amend the tax residency rules that Australian expats must comply with. These changes will affect most Australian expats once implemented and will be based on a Primary Test as well as a Secondary …

Changes to the Australian Tax Residency Rules Affecting Expats Read More »

Australian budget webinar expat

2021 Australian Federal Budget Webinar For Australian Expats

2021 Australian Federal Budget Webinar For Australian Expats – the Australian federal budget has been delivered and there have been a number of changes announced that will affect Australian expats and the way that they manage their finances overseas. Adding to this is an upcoming election year and the political pressure that is usually brought …

2021 Australian Federal Budget Webinar For Australian Expats Read More »

ATO tax residency

ATO Announces Data Matching Program Focusing On Tax Residency

ATO Announces Data Matching Program Focusing On Tax Residency – The Australian Taxation Office (ATO) has announced a new data matching program in conjunction with the Department of Home Affairs that will involve them receiving passenger movement information from over 670,000 individuals for each financial year. The data matching program will obtain records for the …

ATO Announces Data Matching Program Focusing On Tax Residency Read More »

what is deemed disposal

What Is Deemed Disposal and How Does It Affect Australian Expats?

What Is Deemed Disposal and How Does It Affect Australian Expats? – today we wanted to talk about what is deemed disposal and no, it doesn’t have anything to do with taking out the rubbish. Deemed disposal applies to the asset class, non-taxable Australian property (NTAP). These type of assets include direct shares, exchange traded …

What Is Deemed Disposal and How Does It Affect Australian Expats? Read More »

tax residency

Board of Taxation Recommendations on Tax Residency

Board of Taxation Recommendations on Tax Residency – the Australian Board of Taxation has released their recommendations surrounding the Australian expat tax residency rules. In the report the Board has recommended that the existing rules be reformed as the current tax residency rules do not adequately address the changing employment and lifestyle landscape of the …

Board of Taxation Recommendations on Tax Residency Read More »

Sign up to receive news & financial tips directly