Portfolio Professionals

(07) 3871 1671 (07) 3367 3638 Get in touch
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Expatriate financial services

Managing your finances across international boundaries can be enormously complex. As well as the usual challenges of creating wealth in an uncertain international environment, you need to deal with the complexities of different national regulatory and tax regimes. And without careful management, foreign exchange fluctuations have the potential to significantly impact your wealth.

At Portfolio Professionals, we specialise in helping Australian and international expatriates manage their investments at home and abroad. Our clients include executives and business owners with extensive holdings in multiple jurisdictions. Drawing on the market insights and research capabilities of one of Australia’s most trusted adviser networks, as well as the wider MLC group, we provide support with wealth management, tax planning and portfolio administration services, both in Australia and overseas.

Sophisticated strategies

We can help you with a diverse range of cross-border investment opportunities and strategies, including:

International investments
Direct equity and managed investments in leading investment markets around the world, including both established blue-chips and new opportunities in emerging economies.

Australian and foreign tax planning
In collaboration with our local and international partners, we help you manage the complexities of Australian and overseas tax laws to achieve a superior after-tax outcome.

Investment structures
Complex advice spanning a variety of structures, including companies, partnerships, self-managed super funds (SMSFs) and family trusts, including holding companies and unit trusts.

Wraps and portfolio administration services
Consolidated investment management and reporting for your Australian assets.

Pension transfer services
Advice and support to help you transfer pensions from the UK, US, Canada, South Africa, Europe and other jurisdictions, to a compliant Australian fund, tax effectively.

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Get in touch

P: (07) 3871 1671
F: (07) 3367 0749
E: Click to email
Contact us

Our locations

Suite 4, Level 1
165 Moggill Road
Taringa QLD 4068

Suite 5C,
138 Margaret Street
Toowoomba QLD 4350

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Portfolio Professionals Over 20 years experience in financial advice.
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.