Melbourne – 19, November, 2015 – Tax Planning for Canadian Expatriates
Tax Seminar in Melbourne: Tax Planning for Canadian Expatriates
Date: Thursday, November 19, 2015
Times: 12:00 – 2:00 PM and 6:00 – 8:00 PM
Location: Hilton South Wharf, Room: Woodside 2
2 Convention Centre Place South Wharf, Melbourne, Victoria, 3006, Australia
The seminar will focus on the following topics:
- Canadian residency for tax purposes
- Canadian filing and reporting requirements
- Tax planning for Canadian expats, either departing Canada or arriving in Canada
- Ownership of property in Canada and the tax implications for Canadian non-residents
- Tax implications for the ownership of investments in Canada and abroad for Canadian non-residents
- AND questions about other expatriate tax issues will be answered
Registration: Please register at firstname.lastname@example.org and indicate the event you’re interested in attending.
Wayne Bewick, CPA CA, CFP, CPA (Illinois), Trowbridge Professional Corporation.
Wayne is a Canadian Chartered Professional Accountant, Certified Financial Planner and a U.S. Certified Public Accountant. Before joining Trowbridge, he spent numerous years at Deloitte specializing in expatriate and international tax services. He has completed levels I and II of the Canadian Institute of Chartered Accountants In-depth Taxation Program; is a current member of the Institute of Chartered Accountants of Ontario, and the Financial Planners Standards Council. He is also licensed as a Certified Public Accountant in the State of Illinois. Wayne graduated with a Bachelor’s of Commerce from Concordia University in Montreal and is fluent in French.
Craig Lasby, BA, ADFS, CFP (Canada), Prairie Heritage Wealth Management Pty Ltd.
Working in conjunction with Godfrey Pembroke Limited, part of NAB’s MLC Wealth Management division, Craig’s mission is to help ‘simplify & enhance the lives’ of both his domestic Australian and expatriate Canadian clientele resident in Australia. Since 1990, he has been his client’s ‘Personal CFO’, continuing a client centric financial advice tradition dating back to the early 1950’s when his father Percy began advising clients in Western Canada. Your values, and what is important about money to you, are the focus of Craig’s practice philosophy. It is the combination of this philosophy and his unique mix of international experience, financial sophistication and down-to-earth sensibilities that allow him to provide a safe harbour to clients in all things financial. Craig is a Canadian Certified Financial Planner and a current member of the Financial Planners Standards Council. He has a Bachelors degree from Briercrest College in Saskatchewan and holds an Advanced Diploma of Financial Services in Australia.