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Benefit from a Hong Kong ORSO Pension Trust
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Benefit from a Hong Kong ORSO Pension Trust

When: Monday, November 18, 2013
12:30pm - 2:00pm
Where: CanChamHK Boardroom
1301 Kinwick Centre
32 Hollywood Road
Central, Hong Kong 
Hong Kong
Contact: Amanda Ho

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Date:        Postponed to Monday, November 18, 2013

Time:      12:30pm - 2:00pm

CanChamHK Boardroom
                   1301 Kinwick Centre, 32 Hollywood Road,
Central, Hong Kong

Price:       Members $200/ Non-Members $300

                       (Business Lunch included)

About the Event:

Due to the generous Hong Kong Occupational Retirement Scheme Ordiance (ORSO) Tax regime and favorable use of double taxation agreement with Canada, no matter what your nationality, no matter where you currently reside for tax purposes, either now or in the future, the ORSO works as an extremely efficient tax-planning tool. The ORSO allows you to defer Income Tax and Capital Gains Tax. It is our belief that tax deferred is tax saved. It can accept most transferred pensions and/or registered plans with no limits. Also, there is no requirement to buy an annuity on retirement, and it will eliminate the half pension for a surviving spouse and secure capital for chosen heirs.

The ORSO makes it possible for individuals to establish a retirement pension plan that has significant positive tax implications, elimination of inheritance tax on succession, and discretion to choose from a nearly unfettered class and location of investments.

Hong Kong effectively offers this "exemption" outlet and, due to the region's persistent belief in free market and low taxes, it offers this alternative with no estate duty, no wealth tax, no capital gains tax, no withholding tax and no VAT and no annual net worth tax.

The key is legitimacy. Hong Kong is not a tax haven and therefore it is not categorized on the "black list" like Liechtenstein, Guernsey, the Cayman Islands, the BVI, Gibraltar, etc.; these jurisdictions often attempt to hide assets through complicated rule bending procedures and are routinely the subject of witch hunts by aggressive countries.

Conversely, Hong Kong reflects simply a straight forward, legitimate, long existent low tax system with attractive, genuine open pension planning for international and local clientele who wish to have safe/reliable capital to drawn on when they retire.

About the Speaker:

Douglas Wilson
Marathon Capital Management Limited

Douglas Wilson is a senior executive with over thirty years of business experience with a range of industries including Marketing Services, Telecommunications, Corporate Finance and Governance Consulting, Consumer Credit Services in roles including CEO, Trading Director of Canadian Global investment an Investment Advisory, and Corporate Finance firm, CEO and Senior Trust officer of National Credit Counselors of Canada, the largest for profit credit counseling company in Canada from 2001 to 2004.

Mr. Wilson came out to Hong Kong while serving as the President of Clean Energy USA during 2005. Since 2009 he has been serving as the Compliance Officer of Asia Pacific Investment Advisors Limited (APIA part of the APG Group of Companies), a local firm registered for Investment and Corporate Finance advisory services in addition to asset management.

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