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Jun 5 Austcham Event – Australian Budget 2014: How It Affects Me

Posted on May 14, 2014 Facebooktwittergoogle_pluspinterestlinkedinrss

Join AustCham Shanghai, the Azure Group and Caterer Goodman for an evening event designed to explain the impact of the 2014 Federal Budget on Australian expatriates, their tax, properties and investments.

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Time:                             6:00pm (for 6:30pm start)
Date:                             05/06/2014
Venue:                          Austcham Shanghai Office
Address:                       Suite 1101B, Silver Court, 85 Taoyuan Road (near Xizang South Road)  上海市桃源路85号(近西藏南路)永银大厦1101B室
Member Price:             

Join AustCham Shanghai, the Azure Group and Caterer Goodman for an evening event designed to review the pros and cons for Aussies living in China from the Australian 2014 Federal Budget.

Stephanie Liu, China Partner of the Azure Group with Owen Caterer, Partner of Caterer Goodman will examine the budget changes announced and their impact on expats in respect to their tax situation, property holdings and investments.

Here is what will be covered in the 2014 Budget Review

  • Will you lose the ability to negatively gear property?
  • As expats, what are the pro’s and con’s of this year’s budget?
  • What changes are there for expats holding Australian property?
  • How will the budget tax changes affect you?
  • What are the Australian tax implications on different investments you hold?
  • How is world recovery affect Australia and your investments in 2014?
  • Where is the Aussie Dollar going? Up or down?


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About Caterer Goodman Partners
Caterer Goodman Partners is a Shanghai based wealth management firm established with a clear vision to provide a new level of personalized financial planning services for expatriates in Asia. Our financial advisors provide guidance for our clients in all areas of investment, specialising in managed accounts, money-market funds, retirement planning and alternative investments. At Caterer Goodman Partners, we offer our advice and experience to provide low cost, tax-effective and simple solutions to match our clients’ interests.

About Owen Caterer
Since graduation Mr Owen Caterer has worked with the Queensland Premier's Department in Trade Facilitation and then as a financial adviser in Shanghai from 2005 until 2010.  He then rose to Senior Adviser, then Business Development manager and then to Chief Investment Officer responsible for portfolios to a value of US$280 million across Asia. Following that Mr Caterer left to found his own firm with a partner in the financial advisory and wealth management area.   This focused on developing China and Asia's first fee-based financial advisory (rather than commission-based). This has grown to now have 8 staff and and managing almost US$35 million for clients throughout Asia. This business success was recognized as a finalist in the 2013 ACBA in the Start Up Enterprises category and are one of a small number of foreign managed firms to have a full asset management license in China.  Owen has also been active in the community volunteering for the Australian Chamber of Commerce in Shanghai and acting as the Vice-Chair of the Small Business Working Group (2012-2014) and as the Co-Deputy Chair of the Financial Services since 2013 until the present. They have continued to grow their business and have now been selected as a small group of companies who are platinum members of the Australian chamber of commerce. The achievement they are most proud of is their efforts to reform the financial planning industry in China and push it away from a hard-sales commission driven model to a more ethical management fee and long term customer service model.   Owen has a Graduate Diploma of Applied Finance from the Securities Institute of Australia of which he was a member as a Fellow of Finance for many years and also has an undergraduate degree from Griffith University in International Business.  Owen's interests are tennis, running and his wife and two children.  He speaks fluent Chinese, first arriving in China in 1997.
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