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? – 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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What Should An Expat Do When Leaving The UK With A ISA Account? – Leaving the UK and unsure what to do with your ISA account? Here’s some important considerations to help. Australian Expats who have lived in the UK as residents for long enough would have likely opened an Individual Savings Account (ISA) at
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Queensland Government Scraps New Land Tax Changes – Back in July, we wrote about the new land tax changes in Queensland taking effect from 1 July 2023 that were set to significantly increase the land tax bills of Qld property owners with interstate land. Since the changes were announced in July, the Queensland government has received
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Importance of Advance Care Directives for Australian Expats – A situation that is becoming increasingly more common is of Australians taking care of their older family members in ill health, and this includes Australian Expats living abroad. As the baby boomer generation (aged 55 to 74) enter the retirement stage, representing 21.5% of the Australian population,
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Tax Treatment of Dividends as a Non-resident Australian Expat – The Australian reporting season for Financial Year 2022 has seen several ASX 200 companies post stellar results, with some paying out record dividends to Australian shareholders. In this article we look to spotlight dividend yield and discuss how dividends are treated for tax purposes as a
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Can A Downsizer Contribution Strategy Assist Australian Expats? – Returning to Australia and looking to play catch up on your super balance? Here’s what you need to know about the Downsizer Contribution strategy. What is a Downsizer Contribution & How Can Australian Expats Benefit? The downsizer contribution allows individuals who meet certain eligibility
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Lifetime Health Cover (LHC) Loading – The Pitfalls for Returning Australian Expats – Most Australian expats would be aware that after turning 30 years old, there is a government initiative in effect which commenced on 1 July 2000 to motivate you into taking out private health insurance cover. This initiative is known as Lifetime Health
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Obligations & Opportunities for Australian Expats with Student Debt – Each year we see an increasing number of Australian professionals with a tertiary education, such as a bachelor’s degree, move overseas due to the allure of greater business and employment opportunities, that may not be available locally. Most Australian expats would be aware by now, that
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Tax Treatment of Superannuation for US Based Expats – the topic of how Australian expats living in the US manage and declare their Australian superannuation to the IRS causes a lot of confusion and we meet Australian expats on a daily basis who are still either ignoring their obligations or treating their superannuation accounts incorrectly.
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