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Financial Planning and Investment Management Specialists | Back9

Protection, reporting, and management of assets through tax planning, accounting, asset protection, superannuation and estate planning.

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Financial Planning and Investment Management Specialists | Back9 | back9.com.au Reviews

https://back9.com.au

Protection, reporting, and management of assets through tax planning, accounting, asset protection, superannuation and estate planning.

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1

Blog | Back 9 Financial Planning & Asset Management

http://www.back9.com.au/blog

Corporate and Personal Structures. Corporate and Personal Structures. Published on Monday, November 25, 2013. US Citizens Abroad and OBAMACARE. November 11, 2013. By Virginia La Torre Jeker J.D at:. Http:/ blogs.angloinfo.com/us-tax/2013/11/11/us-citizens-abroad-and-obamacare/. Because most US policies do not provide coverage for overseas medical care (other than emergency care). Who Qualifies for This Exemption? The Physical Presence Test. D Foreign Issuer Coverage. Americans who are returning to the US...

2

Funds Management | Back 9 Financial Planning & Asset Management

http://www.back9.com.au/funds-management

Corporate and Personal Structures. Corporate and Personal Structures. Corporate and Personal Structures. Transition to retirement strategy. Principals David Laanemaa and Dennis Fox are Australian based and they are responsible for developing and implementing fund investment strategies and managing portfolio trading activities. Back9 does not sell product – we develop individual strategies for each client designed to maintain, grow and protect capital. Cash and fixed income. Seeking concentrated portfolio...

3

Superannuation | Back 9 Financial Planning & Asset Management

http://www.back9.com.au/superannuation

Corporate and Personal Structures. Corporate and Personal Structures. Corporate and Personal Structures. Transition to retirement strategy. Complex, highly regulated, with onerous compliance conditions. What salary sacrifice options you can use? Can you make post-tax contributions and how? What about overseas assets? What are the appropriate structures? Your reporting and administration requirements? We can assist with:. Assets - Liability Driven Investment (LDI), Payment Structures.

4

Estate Planning | Back 9 Financial Planning & Asset Management

http://www.back9.com.au/estate-planning

Corporate and Personal Structures. Corporate and Personal Structures. Corporate and Personal Structures. Transition to retirement strategy. Look after your beneficiaries, not the government. Surprisingly . . . life will carry on without us! But why make it harder for your surviving beneficiaries than need be, and importantly, why give the government more than it is entitled to? With careful planning and you can achieve your desired outcome. Assets - Management, Future Transfers. AFS LICENCE NO. 306986.

5

US Citizens in Australia - Expat financial planning | Back 9 Financial Planning & Asset Management

http://www.back9.com.au/us-citizens

Corporate and Personal Structures. Corporate and Personal Structures. Corporate and Personal Structures. Transition to retirement strategy. Are you a US citizen? Are you married to an American citizen? As of 2013 significant issues arise which will need your attention should you wish to remain compliant with the US Department of Treasury. The highlights of recent legislation changes:. US estate and gift tax rates and thresholds have changed. US512m indexed for inlation to $US5.25. US citizens are require...

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