Australian Expat Investment Opportunity:
Paul Milbourne
![Paul Milbourne]()
Paul Milbourne
I Create Financial Certainty for Clients and their Businesses During Uncertain Times, Using Insurance to Solve Personal & Business Problems, Working with Entrepreneurs, Solopreneurs, & Executives. Case Studies Available!
ETF portfolio actively managed portfolios for Aussie Expats - Why?
- Simple to understand – ETF’s just make sense
- ETF investment diversification: cash, equities, dividends, commodities, multi currencies, options etc.
- Low cost annual management fee
- Internationally acclaimed investment and research partners (BlackRock & FNA)
- Six-year investment track record
- Selection (risk) of actively managed ETF portfolios (average range 16- 20 per portfolio)
- No entry or exit fees
- No hidden costs, charges or kickbacks - what you see is what you get
- Independent on line fact find to establish your risk profile
- No tax issues whilst an expat*, and no potential red flags on return home
- Fully liquid - encashment takes 24 hours
- Can be continued on return to Australia or liquidated prior to repatriation
- Loan backs at very low rates (starting at 1.00%pa)
- Margin lending facility
- 24 / 7 on line valuations?
- A direct account can be set up with Interactive Brokers, simple and within 48 hours
- Also acceptable via many International Life company wrappers, various fund platforms, banks, family offices and various custodians.
*taxation of any investment will depend on your residency and location
Kind Regards
Paul Milbourne - DFS (FP), CII (Award)
Senior Financial Adviser - Imperium Capital
Imperium Capital Malaysia (Labuan) is an Offshore Insurance Broker Licence No. BS200026
I Create Financial Certainty for Clients and their Businesses During Uncertain Times, Using Insurance to Solve Personal & Business Problems, Working with Entrepreneurs, Solopreneurs, & Executives. Case Studies Available!
9 年Yes, setting an Interactive Brokers account can be done by nearly anyone, anywhere and then it's just a matter of appointing the manager. As for the cost, this can vary depending on the portfolio (ie conservative vs high growth), however Total Expense Ratio (TER) including all the costs for IB would be no more than 1.30%pa - generally less (will be more if purchased through an offshore life bond). Thanks Paul