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CPD SIV Masterclass in Sydney by PwC, Nab and NSW Trade and Investment: Monday 19 May 2014

This SIV event is now at capacity.  The event will run as follows:

5pm:  Guest Registration

 

5.30pm - 7.00pm Presentations

 

Presenters:

 

Welcome/MC - Paul Bailey NAB

 

Set the Scene - Christopher Levingston/Liana Allan, Migration Alliance (TBC) (5 mins)

 

Investing in NSW  - SIV application criteria/process  Stephen Hart/Lindsey Cox(15 mins)

 

Migrant Banking - Helping Clients move to Australia - Lily Huang NAB (10 mins)

 

Update on NAB's Private Wealth proposition and SIV capability- Shannon Kong NAB (10 mins)

 

Update on NAB's Asia Desk and Agri teams - Grant Healy - (10 mins)

 

Statement of Assets/Liabilities and China Regulation Proposed Changes- Renee  Zhao  PwC (10 mins)

 

Residency and Tax - PwC Glen Frost (15 mins)

 

Investments and Portfolio Construction - Stacey Martin, NAB (10 mins)

7.00pm - 7.30pm: Canapés and Drinks with guests

 


Exclusive SIV Seminar with NAB Private Wealth and PwC Private Clients

b2ap3_thumbnail_nab_20140512-014027_1.jpg

Following the previous successful SIV seminars in Sydney and Melbourne,  Migration Alliance is delighted to invite migration agents who practice in, or have an interest in Significant Investor 188 and 888 applications to an exclusive event by our sponsors NAB Private Wealth in association with PwC Private Clients to be now held in Sydney.

We are also very pleased to announce that the New South Wales Trade and Investment team will be presenting at the event and will be providing information on the Significant Investor Visa and the New South Wales state nomination process.
 
NAB Private Wealth and PwC Private Clients Team will provide an overview of how they can assist your SIV clients. This event will provide you with the information on investment choices as well as the depth and breadth of expertise that NAB Private Wealth, NAB Migrant Banking and PwC Private Clients can bring to you and your clients.
 
This event provides an exclusive opportunity for you to understand more about the investment choices, the assistance around Statement of Assets & Liability position (1139A form) analysis, and tax considerations for your clients and targets. There will also be an opportunity for you to engage one on one with experts from NAB Private Wealth and PwC Private Clients to answer any specific queries that you or your clients may be facing. .
 
Register your interest today. Spaces are strictly limited to ensure that all registered migration agents get the opportunity to speak with government officials from the Trade and Investment team, NAB Private Wealth and PwC Private Clients.
 
Event Details:
Time:                        Monday 19th May
                                Registration 5pm
                                Event starts 5.30pm sharp and finishes at 7.30pm
Location:                   NAB Head Office
                                Level 15
                                255 George Street
                                Sydney
 
Light refreshments will be provided.
 
RSVP Using the following link - Register Here

Attendance at this event will attract 1 CPD.  The CPD is run by Legal Training Australia under Skill Select and the Business Innovation SIV – SM31.

b2ap3_thumbnail_nab_20140512-014027_1.jpg


 

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