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Managing wealth from overseas while preparing for a possible return home can be complex. Planning early can help keep your investments aligned with changing residency, currency needs and long-term objectives. RL360 PIMS offers flexibility and international portability that may support Australian expatriates throughout their overseas careers and as they plan for a potential return to Australia. Download our Moving to Australia guide, then speak to your financial adviser about how PIMS could support your international wealth planning needs. Moving to Australia Guide: https://lnkd.in/dcfaR9ea

Many internationally mobile investors don’t realise US Estate Duty can apply to them. Holding US-situs assets could create unexpected tax implications when passing on wealth. Discover how holding eligible investments through RL360 PIMS may help reduce potential complications and support wider estate planning. Speak to your financial adviser to find out more

Many internationally mobile investors don’t realise US Estate Duty can apply to them. Holding US-situs assets could create unexpected tax implications when passing on wealth. Discover how holding eligible investments through RL360 PIMS may help reduce potential complications and support wider estate planning. Speak to your financial adviser to find out more.

International estate planning is complex, and US Estate Duty is often overlooked. For investors holding US-situs assets, it could have unexpected implications when passing on wealth. Learn how RL360 PIMS may help reduce potential complications. Speak to your financial adviser to discuss your options.

Do you hold US shares, funds or other US-situs assets? Even as a non-US citizen, your estate could face US Estate Duty. Discover how holding eligible investments through RL360 PIMS may help support your wider estate planning. Speak to your financial adviser to learn more.

Capacity planning. Trust compliance. Offshore trust taxation. These aren't just technical topics. They're issues that can have significant implications for clients, families and long-term planning outcomes. In this month's Technical Newsletter, our team examines a range of developments affecting advisers and internationally connected clients, from powers of attorney and trustee succession to regulatory updates, trust enforcement and cross-border planning considerations. 📖 Read the latest edition and stay informed on the developments shaping client conversations. 📧 Have a topic you'd like us to cover in a future issue? Contact us at [email protected].