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Understanding Repatriation with the Dubai Employee Workplace Savings (DEWS) System for Australian Expats

Understanding Repatriation with the Dubai Employee Workplace Savings (DEWS) System for Australian Expats The Dubai Employee Workplace Savings (DEWS) system, introduced in 2020, offers a financial savings plan for employees working within the Dubai International Financial Centre (DIFC). Unlike the traditional end-of-service gratuity, which paid a lump sum upon an employee’s departure, DEWS provides a […]

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Understanding the Non-Dom Rule: Key Insights for High-Net-Worth Individuals

News / Adam Prentice

Understanding the Non-Dom Rule: Key Insights for High-Net-Worth Individuals What is the Non-Dom Rule? In simple terms, being non-domiciled in the UK allows an individual to live and work there while considering their permanent home, or “domicile,” to be elsewhere. Under this status, non-domiciled individuals pay taxes only on their UK income and gains,

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Foreign Trusts Becoming Onshore Trusts in the UK: Legal and Tax Insights

News / Adam Prentice

Foreign Trusts Becoming Onshore Trusts in the UK: Legal and Tax Insights The transformation of foreign trusts into onshore trusts in the UK has become a hot topic in wealth management. The UK has long been recognised as a premier hub for international finance, attracting high-net-worth individuals (HNWIs) from around the globe. However, recent changes

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Why Australian Expats Should Insist on a Fiduciary Financial Planner

News / Adam Prentice

Why Australian Expats Should Insist on a Fiduciary Financial Planner – A fiduciary financial planner is a professional who is ethically bound to act in their client’s best interest. They prioritize the financial well-being of their clients above all else, particularly their own personal gains. But why is this designation so critical for Australian expats? Let’s

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The Impact of Australian Expats Overlooking Their Super

News, Superannuation / Adam Prentice

The Hidden Cost: The Impact of Australian Expats Overlooking Superannuation – Superannuation is a key component of Australia’s retirement framework, designed to ensure that Australians have enough money to retire comfortably but for the hundreds of thousands of Australian expats, managing super effectively can often fall by the wayside. The opportunity cost associated with not

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A Guide for Australian Expats Using an Offset Account

Financial Planning, News, Property / Adam Prentice

Using an Offset Account to Save Money: A Guide for Australian Expats – Australia has a unique mortgage product known as the “offset account”. This financial tool allows borrowers to reduce their mortgage interest by offsetting the balance of their home loan against the balance in a linked transaction or savings account. For Australian expats,

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Super Contribution Strategy to Reduce Australian Capital Gains Tax

Investing, News, Property, Superannuation / Adam Prentice

Super Contribution Strategy to Reduce Australian Capital Gains Tax – With Australian house prices accelerating in recent years, the sale of an Australian property by an Australian expat in the current market could result in a significant capital gains tax (CGT) liability with the Australian Tax Office. There are however methods to deploy to to

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Australian Expats Guide to Contributing to Superannuation

Financial Planning, News, Superannuation / Adam Prentice

The ability of Australian expats contributing super whilst living overseas is something we’re often asked about. There continues to be a great deal of misinformation and uncertainty on the subject and so we have prepared a short guide to dispel some of the myths and to allow Australian expats to make informed decisions with respect

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Transferring your Retirement Savings between Australia and New Zealand

News, Superannuation / Adam Prentice

Transferring your Retirement Savings between Australia and New Zealand – If you’re planning to move back across the Tasman Sea as a returning Australian expat from New Zealand, or, if you’ve spent time in Australia and returning to New Zealand, you may have thought about transferring your retirement savings from one country to the other.

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Should I Hold Shares In A Trust As A Non-Resident?

Financial Planning, Investing, News, Tax / Adam Prentice

Should I Hold Shares In A Trust As A Non-Resident? – where and how a Australian expat who is a non-resident for tax purposes should hold their shares is a commonly asked question in the expat community. In this article we run through some of the considersations that take into account the recent ATO Tax

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Understanding Repatriation with the Dubai Employee Workplace Savings (DEWS) System for Australian Expats

Adam Prentice

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