Australian Expat SMSF & Investment Services (Dallas)
Hi all- the SMSF Investment Institute is a strategy based Australian domiciled business that provides US expats the following services;
ANALYSIS & STRATEGY:
Determination of current position and opportunities for wealth creation using property, leverage and tax status.
Preparation of compliant advice with forecasting & cash-flow position current v's proposed.
IMPLEMENTATION & STRUCTURING:
Establishment of suitable structures ( SMSF, Trusts, Company) for investment.
Sourcing of suitable investment (Property, Equity, Cash/Bonds , Hybrids) using our investment partners.
Ongoing management & monitoring of performance on investment & assets.
We are specialists in optimising expat services and have presence in the USA to enable provide a holistic solution whilst you are living/working abroad.
David Ruthenberg CFP, AFPA