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#20 Plan your financial future in Australia with bdhSterling

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Manage episode 445519881 series 3511191
Content provided by Karen Bleakley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karen Bleakley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

You need to plan ahead and know how your assets will be treated in Australia. You need to have a financial plan!

With thanks to bdhSterling for sponsoring this episode.

Welcome to the New Life in Australia podcast

In this episode, Karen talks to Simon Harvey, Group Managing Directory of bdhSterling. We discuss:

  • Moving your pension to Australia
  • Planning your long-term financial goals
  • Thinking about your retirement plans
  • What stage should you consider your financial plans
  • Tax returns and international pensions
  • If you’ve moved to Australia from the UK, is it worth topping up the UK state pension?

There is a lot to think about when it comes to moving your finances to Australia. This episode is a great starting point to begin thinking about your financial future.

Resources

Find the full show notes and the transcript here.

If you enjoyed listening, don’t forget to subscribe to the show wherever you listen to podcasts!

Support the show

  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 445519881 series 3511191
Content provided by Karen Bleakley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karen Bleakley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

You need to plan ahead and know how your assets will be treated in Australia. You need to have a financial plan!

With thanks to bdhSterling for sponsoring this episode.

Welcome to the New Life in Australia podcast

In this episode, Karen talks to Simon Harvey, Group Managing Directory of bdhSterling. We discuss:

  • Moving your pension to Australia
  • Planning your long-term financial goals
  • Thinking about your retirement plans
  • What stage should you consider your financial plans
  • Tax returns and international pensions
  • If you’ve moved to Australia from the UK, is it worth topping up the UK state pension?

There is a lot to think about when it comes to moving your finances to Australia. This episode is a great starting point to begin thinking about your financial future.

Resources

Find the full show notes and the transcript here.

If you enjoyed listening, don’t forget to subscribe to the show wherever you listen to podcasts!

Support the show

  continue reading

29 episodes

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