What are the opening hours?

Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

https://www.facebook.com/130654127733521/

bdhSterling

Home
Australia
Sydney, NSW
bdhSterling

Call Directions

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from bdhSterling, Financial planner, Level 17, Angel Place, 123 Pitt Street, Sydney.

30/10/2026

Could upcoming changes to Australian Capital Gains Tax affect the assets you still hold back home? 🌏

From 1 July 2027, Australia plans to replace the current 50% Capital Gains Tax discount with an inflation-adjusted approach.

For Australian expats living in the UK, this could be relevant if you still hold property, shares, or other assets in Australia.

The impact will depend on factors such as the type of asset, how long you have held it, and your wider UK and Australian tax position.

Read our latest blog, linked below, to understand what the proposed changes could mean for your cross-border financial plan. 👇

https://bdhsterling.com/what-australian-capital-gains-tax-changes-could-mean-for-expats-living-in-the-uk/

28/10/2026

Could your investment portfolio be more concentrated than you realise? 🌍

For Australian expats living in the UK, it is common to hold assets across both countries, from superannuation and Australian shares to UK pensions, property, and investments.

The challenge is that familiarity can lead to “home bias”, where too much of your wealth is concentrated in the markets you know best.

A globally diversified approach could help spread risk across different countries, sectors, and companies, rather than relying too heavily on the UK or Australia.

Read our latest blog, linked below, to discover how home bias could affect your investment strategy. 👇

https://bdhsterling.com/how-home-bias-can-affect-your-investment-strategy/

26/10/2026

Do you want to retire early? 🏖️

The idea of more freedom and time to enjoy life without waiting until your 60s or even 70s can be a powerful financial goal.

The challenge is knowing whether your finances can support it. 🪙

Having a substantial pension or investment portfolio does not necessarily mean you can afford to stop working. What matters is whether your assets can support the lifestyle you want for the rest of your life.

This is where cashflow forecasting can be particularly valuable. Read our blog, linked below, to find out more. 👇

https://bdhsterling.com/how-cashflow-forecasting-could-help-you-retire-early/

23/10/2026

If you live in Australia, it's easy to adopt an “out of sight, out of mind” approach to any UK-based pension funds you may have accrued. 👀

But if you still have pension assets in the UK, changes to Inheritance Tax rules from April 2027 could affect your estate planning.

To find out more about the upcoming changes and how they could affect you, read our blog, linked below. 👇

https://bdhsterling.com/will-the-april-2027-inheritance-tax-changes-hit-your-uk-pension/

21/10/2026

The Australian government’s May 2026 Budget introduced the most significant changes to capital gains taxation in more than 30 years. 💼

These changes are likely to affect anyone building long-term wealth outside superannuation.

While the reforms are not due to take effect until 1 July 2027, it is important to understand what is changing, how the new rules could affect you, and whether they should influence your financial planning.

Read our blog, linked below, to discover how changes to capital gains tax could affect your financial plan. 👇

https://bdhsterling.com/how-changes-to-capital-gains-tax-could-affect-your-financial-planning/

19/10/2026

In just a few years, AI has transformed how we approach tasks both at work and in our personal lives.

While using AI could save you valuable time in some areas, it could pose risks in others, including when you’re writing or updating your will.

To discover some of the risks you could expose your estate to by relying on AI for writing your will, click the link below.

https://bdhsterling.com/the-dangers-of-using-ai-to-write-your-will/

16/10/2026

Could Capital Gains Tax take more of your wealth than you expect?

According to the Office for Budget Responsibility, HMRC is forecast to collect £29.8 billion in Capital Gains Tax by 2030/31, more than double the £13.7 billion collected in 2024/25.

With the Annual Exempt Amount now just £3,000 and tax rates higher than they were a few years ago, more people could find themselves with a bill when disposing of investments, property, or other assets.

Read our latest blog, linked below, to discover 5 ways you might reduce a future Capital Gains Tax liability.

https://bdhsterling.com/explained-capital-gains-tax-and-how-you-could-reduce-your-liability/

14/10/2026

Retirement is a major life event that most people spend years planning and looking forward to.

And yet, research by Moneybox reveals that 43% of over-55s have never discussed their retirement finances with anyone, and just 44% have spoken about them to a partner or spouse.

This could leave couples with different expectations about when they will stop working and what their retirement will look like. It may also lead to missed opportunities to maximise their retirement income.

Read our blog, linked below, to discover why so many people avoid retirement discussions with their partner, as well as some practical tips for starting this important conversation.

https://bdhsterling.com/how-to-approach-retirement-conversations-with-your-partner/

14/10/2026

🎉 We have some exciting news!

bdhSterling has been shortlisted as a finalist in three categories at the 2026 IFA Excellence Awards:

🌟 Adviser of the Year – Daniel Ash-Wentworth
🌟 Marketing Program of the Year
🌟 Paraplanner of the Year – Jack Hart

We're honoured to be recognised as finalists as it really reflects the dedication and collaborative effort that goes into supporting our clients every day.

Congratulations to everyone involved, and thank you to our clients for your continued trust and support.

14/10/2026

𝐇𝐚𝐩𝐩𝐞𝐧𝐢𝐧𝐠 𝐭𝐨𝐦𝐨𝐫𝐫𝐨𝐰: 𝐃𝐨 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐡𝐨𝐰 𝐭𝐡𝐞 𝐔𝐊 𝐩𝐞𝐧𝐬𝐢𝐨𝐧 𝐜𝐡𝐚𝐧𝐠𝐞𝐬 𝐜𝐨𝐦𝐢𝐧𝐠 𝐢𝐧 𝐀𝐩𝐫𝐢𝐥 𝟐𝟎𝟐𝟕 𝐜𝐨𝐮𝐥𝐝 𝐚𝐟𝐟𝐞𝐜𝐭 𝐲𝐨𝐮?

If you're a British expat living in Australia with a UK pension, this is your opportunity to get the insights you need before the rules change.

Have your questions answered by our 𝐏𝐞𝐧𝐬𝐢𝐨𝐧 𝐓𝐫𝐚𝐧𝐬𝐟𝐞𝐫 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 John Vailes alongside host Rebecca Watson in our 𝐟𝐫𝐞𝐞 𝐰𝐞𝐛𝐢𝐧𝐚𝐫 tomorrow.

We’ll explain the UK pension and Inheritance Tax changes coming in April 2027, how they may affect British expats living in Australia, and the transfer options available to you.

🗓️ 𝐌𝐚𝐫𝐤 𝐲𝐨𝐮𝐫 𝐜𝐚𝐥𝐞𝐧𝐝𝐚𝐫: Thursday 15 October at 8am (UK) / 3pm (Perth) / 6pm (Sydney)

𝐋𝐚𝐬𝐭 𝐜𝐡𝐚𝐧𝐜𝐞 𝐭𝐨 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫: 𝐬𝐞𝐜𝐮𝐫𝐞 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐜𝐞 𝐯𝐢𝐚 𝐭𝐡𝐞 𝐥𝐢𝐧𝐤 𝐢𝐧 𝐭𝐡𝐞 𝐜𝐨𝐦𝐦𝐞𝐧𝐭𝐬! 👇

Address

Level 17, Angel Place, 123 Pitt Street
Sydney, NSW
2000

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+61861802555

Website

facebook.com

Alerts

Be the first to know and let us send you an email when bdhSterling posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.