Asset management, growth and continued wealth protection requires careful and informed management – not risk.
It takes a personal hands-on approach and guidance from committed wealth management professionals with years of practical experience.
Your personal and financial situation is unique. That's why it makes sense to obtain independent and tailored professional advice specific to your circumstances, rather than mere products offered by so many.
Back9 can help you maintain, grow and protect your wealth. If you would like to see what a difference our personal professional service can make to your unique circumstances, call us.
Are you a US citizen? Do you have a US spouse?
US tax laws encumber US citizens, and potentially those with US assets, with certain annual filing and compliance obligations. These obligations require ongoing vigilance by those affected and their advisors. Back9 can provide expert advice to US citizens, and non-US citizens with US assets, domiciled in Australia.
Bank Account Details
US citizens must file annual bank account details for total funds in excess of $10,000, cumulatively.
Income Tax Returns
US citizens must file annual income tax returns regardless of domicile.
US Federal Estate, Gift and Generation-Skipping Transfer (GST) Tax
US Federal Estate, Gift and GST threshold is now $11,400,000 (adjusted for inflation)
We can help you with the 'back 9' of your life.
When heading into the clubhouse and holding on to your assets becomes the biggest challenge of them all.
US Citizens
Are you a US citizen? Or married to a US citizen? Back9 are highly experienced with American citizens in Australia – tax & superannuation strategies.
Funds Management
Back9 develops individual fund management strategies and manages portfolio trading activities designed to maintain, grow and protect your capital.
Tax Planning & Asset Protection
Maintain, grow and protect your wealth with tax planning and asset protection services from experienced professionals. Protect your wealth and plan for the future.
Estate Planning
Why give the government more than it's entitled to? Look after your beneficiaries with our estate planning services. We're also highly experienced with US estate tax.
Superannuation
Whether you take an active hand in self-managing your super or want to "set and forget", Back9 offers the personal service that makes the most of it.
Transition to Retirement Strategy
You've made your money, now make the most of it with a transition to retirement strategy. Back9 offers personal, high-quality, hands-on advice for your needs.
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