Australian business owner, residing overseas

Services provided

Wealth Management, Superannuation

About this engagement

This Australian business owner moved permanently overseas for business reasons but decided to leave his investments in Australia due to its strong banking and financial system.

Accru in Sydney managed his long-term wealth strategy, superannuation and investments while also establishing an online trading platform so he could make trades and take advantage of shorter-term opportunities. This approach gave the client flexibility to invest in Australia and overseas, visibility and control of his investments and excellent tax outcomes, while simplifying his financial management.