International Investments Wellness Checklist

    Do you have money overseas? YESNO
    Do you have money overseas in your own name? YESNO
    Do you have an overseas bank account? YESNO
    Do you own property overseas? YESNO
    Do you own investments especially shares overseas? YESNO
    Do you know what probate means? YESNO
    Do you know what situs tax means? YESNO
    Do you have kids living abroad? YESNO
    Do you have kids living abroad that are beneficiaries of South African insurance policies? YESNO
    Do you have minor kids as beneficiaries of international investment wrappers or policies? YESNO
    Do you have an offshore trust? YESNO
    Did you place the money in the offshore trust via a loan? YESNO
    Do you have life insurance denominated in USD? YESNO
    Do you have all your savings and investments in South Africa? YESNO
    Do you have money in cash or a money market fund overseas? YESNO
    Do you have money in bonds overseas? YESNO
    Do you have money overseas but not sure where to invest it? YESNO
    Do you use unit trusts or funds to invest internationally? YESNO
    Do you use passive investment strategies or ETF’s to invest internationally? YESNO
    Do you work overseas on a contract basis? YESNO
    Do you want to emigrate? YESNO
    Do you know where you are a tax resident? YESNO
    Are you a “swallow”, i.e. spending up to 6 months of the year in South Africa and the remainder elsewhere? YESNO
    Did you officially emigrate out of South Africa? YESNO