Invest Offshore Newsletter

Published: Tue, 12/31/13

Newsletter Issue #74 Invest Offshore
 
 

December 31, 2013
Offshore Investment Guide

Hi ,

Here's a profound slice of wisdom from Ayn Rand:

Achievement of your happiness is the only moral purpose of your life, and that happiness, not pain or mindless self-indulgence, is the proof of your moral integrity, since it is the proof and the result of your loyalty to the achievement of your values. ~ Ayn Rand
Invest Offshore

Best wishes for a Happy New Year!

Aaron A Day


Reasons to Invest Offshore in 2014

Regulator Asset Protection Structure (RAPS)

RAPS is asset protected and tax deferred which means:

  1. Did you know that IRC 402(b) allows your assets to be held in a Foreign Retirement Fund for which you file Zero Value on IRS Form 8938?
  2. Do you know the foreign retirement fund account that does not require filing IRS Form 8621 or IRS Form 5471 and for which you file IRS Form 8938 at "zero value"?
  3. Do you know how you can excluded up to 100% of your income from current year tax that is IRS recognized: the IRS knows what you are doing, why you are doing it and the IRS agrees with you immediately?
  4. Do you know the foreign financial institution investment account which has statutory legal asset protection that is not subject to claims, counter-claims, new parties joined, summons, discover, depositions, interrogatories, judgments and of which a court will never investigate nor complain?
  5. Do you know that you do not need a lawyer's opinion because this foreign investment account is all laid out for you in the law? (IRS Code, Rulings and Guidelines and also if you look at US Treasury commentary as well as the IRS and Treasury commentaries. Also, read FATCA, TIEA and Double Tax Agreements).
  6. Do you know that you don't need an Attorney or Tax Consultant to take you Offshore?
  7. Did you know that if your Attorney takes you offshore that the IRS will ask you why!?
  8. Do you know that you can invest from offshore through a Foreign Financial Institution account that is excluded from FATCA by FATCA?
  9. When was the last time you received a 3rd Party Audit of your Bank, Brokerage, or Trading Account?
  10. Do you know why U.S. persons are restricted or prevented from buying 2/3rds of the worlds investments because they are registered outside the USA and what a U.S. person can do to fix that?
  11. When you request investment advice do they sell you their menu?
  12. Do you know how you can purchase any foreign registered investments without having your application rejected?
  13. Do you know how to hold investments gains and growth offshore without any of it being a Passive Foreign Investment Company (PFIC) ?
  14. Do you know why your 401k or IRA cannot invest in foreign registered funds and what you can do so that you can?
  15. Do you know you can invest into a your own foreign retirement fund segregated account with single entry IRS reporting that you can easily perform yourself by writing "zero value" on Form 8938?
  16. Did you know that you can tell the IRS whose it is, where it is, and why it is and because of what it is that you control when it is ever taxed?
  17. Do you know the IRS Recognized offshore investment account that is excluded from probate, inheritance tax and estate tax?
  18. Did you know that you can be protected by Governance from Governments without IRS or Treasury demand or complaint?
  19. Do you know how you can be sure that your bank or brokerage account has no counter party risk ever?
  20. Do you know when it is better for you to liquidate your 401k, IRA, or 403(b) immediately, pay the 10% penalty, if you have a non-resident alien spouse or beneficiary?
  21. Do you know that an S.E.C. registered broker/dealer or fee only financial advisor is restricting and restraining you to their investment menu only and how you can untie them so that they can provide you the world of investment choice without U.S. person constraint?
  22. Do you know how your company can "unleash" taxes, increase employee net income and net worth while permitting your company to invest after-tax deferred compensation back into your core
    business or into your own company stock?
  23. Do you know you can break up the components of your overseas investment account and choose your own team from any jurisdiction; including the USA?
  24. Do you know how to file FBAR, IRS Form 8938 and no additional filing nor compliance requirements for this foreign investment account? (LLC,IBC, Foreign Trusts, Foreign Limited Partnerships, Foreign Private Placement Life Insurance and Private Placement Variable Annuities, PPLI &PPVA all can be complicated, cumbersome and costly)
  25. Do you know how you can hold investment currency not available to a 401k or IRA?
  26. Do you know how to take full advantage of Institutional Purchasing Power that is usually only available to the super-wealthy?
  27. Do you know how to access the out-performing power of global hedge funds and do it for far less than the normally prohibitive minimums?
  28. Do you know how to broaden your asset diversification choice to maximize your portfolio's safety and security?
  29. Do you know how you can take advantage of special institutional "only" investment programs?
  30. Do you know how you can expand your wealth manager selections from the top overseas award winners in the Extel Survey Awards, Lipper Awards, Starmine Analyst Awards, S&P Capital I.Q. and other top performers globally that are not directly accessed by U.S. persons?
  31. Do you know how to geo-diversify? (That does not mean many eggs in ONE basket; it means different custodians, multiple jurisdictions, financial institutions, managers etc)
  32. Do you know how you can access 3 Luxembourg regulated fund types that are not known to US investors but outperform all US funds in Asia and South America?
  33. Do you know how you can expand your portfolio to include international stocks your S.E.C. broker will never tell you about?
  34. Do you know "why most people pick the wrong funds" for their IRA/401k/403b and what you can do about it?
  35. Do you know the "6 things your 401k provider doesn't want you to know" and what you can do about it?
  36. Do you know the "10 Things a 401k provider won't tell you" and what you can do about it?
  37. Do you know how you can control the amount of taxable income you receive each year?
  38. Do you know how you can report all of your offshore assets as "zero value" on IRS Form 8938? (This is what the IRS Code has been telling you for over two decades.)
  39. Do you know why your U.S. Advisor won't answer any of these questions and why he doesn't want to know where to find in Law the answers?

Our specific IRS Recognized IRC 402(b) Foreign Retirement Fund (RAPS) Guarantees you all of these solutions!

If you are interested to learn more, contact us and we'll schedule you for a free private consultation.


Papaya Hotel & Spa - Antigua & Barbuda Citizenship Investment

Antigua - Papaya Resort

Angelo Zaragovia's vision of a luxury eco-hotel nestled in the tropical vegetation overlooking two secluded Caribbean beaches, will form an exquisite centrepiece for Antigua's new 350 acre low-density national park lifestyle community being developed in rendezvous bay.

On an island where Giorgio Armani and Eric Clapton are long-time residents along with numerous other famous international celebrities, the offering of Papaya Hotel & Spa ownership is a limited opportunity that is rarely seen and can never be replicated.

Investment with developers and operators with a demonstrable history of providing operating return and capital appreciation ‡ownership in land and property on the most sought after site in the Caribbean ‡ownership in a top hotel in the eastern Caribbean's most accessible island by air ‡no operating costs in the first five years of ownership ‡application for citizenship can begin immediately upon execution of reservation agreement ‡Capital appreciation and income generation opportunity in one of the most popular destinations for wealthy Europeans and north Americans. ‡Hotel villa owners and their families will be able to use their property and enjoy preferential treatment at the hotel facilities.

Request an Introduction to, Papaya Hotel and Spa.


Ballybunion Quantum Managed FX Fund

Ballybunion Quantum Managed FX

The Ballybunion Quantum Managed FX Fund is a specialised multi- manager investment product that brings together the strength and expertise of different investment managers all under one fund.

By selecting different managers with proven styles and strengths, the fund provides you with a broad portfolio of FX investments, superior diversification, enhanced risk management and access to some of the best managers in the industry.

What's more, the multi-manager strategy offers all the benefits of a managed fund plus attractive potential returns, affordability and the convenience of being able to blend different investment strategies and trading styles in a single vehicle.

The Ballybunion Quantum Managed FX Fund aims to deliver attractive returns over the medium to long term by trading mainly G10 currency pairs, although other currencies may be traded by the managers where they believe that these will enhance returns to the Fund.

In accordance with UCITS rules, the fund conforms to a maximum value at risk (VAR) of 20% (1 month, 99% confidence).

  • A multi-manager approach will be used to provide a blend of trading styles and techniques which will provide diversification and enhanced risk management.
  • Most traded and most liquid of asset classes.
  • Low correlation to other asset classes, especially in times of high market turbulence.
  • Maximum drawdown not expected to exceed 20%.
  • Low volatility compared to other asset classes.
  • Daily liquidity will be provided.

Fund Managers

Comprising different managers, each with distinct risk-return profiles, the Ballybunion Quantum Managed FX Fund caters to a comprehensive range of investor styles and requirements. Selected for their high level of expertise in currency trading, each manager of the fund has an in-depth understanding of what drives performance and brings expert opinion to the fund selection process.

For more information, or an introductions to the traders, contact us.


Beachfront Hotel For Sale In Buzios

$2.3M USD for Beachfront Hotel in Buzios

Location: Buzios - Rio de Janeiro - Brazil

Buzios Hotel - Rio de Janeiro - Brazil

Buzios Hotel - Rio de Janeiro - Brazil

Buzios Hotel - Rio de Janeiro - Brazil

Buzios Hotel - Rio de Janeiro - Brazil

Buzios Hotel - Rio de Janeiro - Brazil

The hotel is on the seafront in one of the most magical places in Buzios, Enseada do Gancho. With one of the most beautiful Peninsula sunset, has all its 18 apartments with wonderful views. The hotel also has a games room, a bar with exit to the beach and a delicious happy hour for you to enjoy your late afternoon. Swimming pool, air conditioning, parking, wi-fi and personalized service are our characteristics.

Request more information about Brazil properties.


Euro Pacific Bank Ltd.

Founded by internationally renowned investor and best-selling author Peter Schiff, Euro Pacific Bank offers clients an unparalleled offshore banking experience. Superior customer service and innovative non-lending, hard-money approach differentiates EPB in the offshore banking world.

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Disclaimer: This document was produced by and the opinions expressed are those of Invest Offshore as of the date of writing and are subject to change. It has been prepared solely for information purposes and for the use of the recipient. It does not constitute an offer or an invitation by or on behalf of Invest Offshore to any person to buy or sell any security. Any reference to past performance is not necessarily a guide to the future. The information and analysis contained in this publication have been compiled or arrived at from sources believed to be reliable but Invest Offshore does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from the use hereof.

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