Do you know how overseas insurance policies may be taxed in Australia?
Many investors are unaware that the Australian Taxation Office (ATO) may have taxing rights over benefits and investment returns derived from overseas insurance policies. As a result, policyholders can face unexpected tax liabilities when receiving bonuses, withdrawals, or policy proceeds.
In this webinar, we are pleased to invite Peter Tsang, an experienced Hong Kong insurance professional, who will provide an overview of:
The different types of Hong Kong insurance policies
Common uses of overseas insurance products
How returns and policy benefits are generated
Rex Ting will then explain the Australian tax treatment of overseas insurance policies, including the key tax rules, common pitfalls, and practical strategies to help Australian tax residents remain compliant while maximising legitimate tax outcomes for their overseas assets.
📍 Register Now:https://us06web.zoom.us/meeting/register/VSxkdeIUREi_6mh7VDEmWg