Building on the information in the Fundamentals and Intermediate courses, this course explores some of the more challenging issues of these visas including a special focus on financials. Special topics include fundamentals of financial statements covering balance sheet, profit & loss and net assets statements, audit fundamentals, net business assets calculation, private individual investment issues regarding capital, income and tax issues, and a special focus on property transactions including inheritance/gifts, off-plan investment and more. The final part of the course will focus on the submission report including templates and forms, source of funds explanations, using flow diagrams to simplify submissions, high level vs operational level management activity, and referencing and source documents.
This course is approved for 3 Category A CPD points from OMARA.
Michael Cradock is an experienced Property Fund manager, a Registered Migration Agent, and has qualifications including Chartered Accountancy and Tax Advisory. He has 25 years of financial services and M&A experience, starting his career in KPMG's London office. He is the Managing Director of the JADE Group, specialists in business & investors visas and investment selection, with back-office teams in SE Asia. Michael is an enthusiastic educator and enjoys mentoring other professionals seeking to expand into business and investor visas.