Ask Max: Introducing our new wealth management and tax expert

Family trusts and property tax. Offshore money. The spouse, the defacto … and the tax office.

PORTFOLIO POINT: This week’s questions include: The family trust and the family home. Non-resident status. Migrating the life savings.

Looking across the ranks of writers and contributors on Eureka Report late last year we became aware that we needed an expert who could help readers with tax, specifically tax matters as they relate to wealth management.


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