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Superannuation Update: General Transfer Balance Cap Increases to $2 Million from 1 July 2025

Martin Jack

Blog header image: Transfer Balance Cap Increase 2025

Superannuation Update: General Transfer Balance Cap Increases to $2 Million from 1 July 2025

Superannuation Update: General Transfer Balance Cap Increases to $2 Million from 1 July 2025 The general transfer balance cap (TBC) will increase from $1.9 million to $2 million on 1 July 2025. This change follows the release of the latest Consumer Price Index (CPI) data in January. As a result, individuals can transfer up to […]

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Blog Image header_Downsizer contributions for expats

Downsizer Contributions for Returning Expats: A Boost for Your Superannuation

Downsizer Contributions for Returning Expats A Boost for Your Superannuation Superannuation is the preferred retirement vehicle for most Australians. This is mainly because of its ability to grow wealth in a tax-favoured environment, diverse investment strategies, and the possibility of tax-free income drawdowns in retirement. However, many Australian expats return home to find that their

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Defence Superannuation for Australian Expats

Defence Superannuation for Australian Expats: Key Considerations & Options As an expat financial adviser and a veteran of the Australian Army, I often receive questions about military superannuation and how it applies to Australian Defence Force (ADF) members living overseas. This article breaks down the different types of Defence Superannuation and what Australian expats need

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Canadian Departure Tax for Australian Expats Returning Home: What You Need to Know

Canadian Departure Tax for Australian Expats Returning Home: What You Need to Know When Australian expats decide to return home after living in Canada, one of the most crucial tax considerations is the Canadian Departure Tax. This tax applies when an individual ceases to be a Canadian tax resident. It can have significant financial implications

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Banking in Laos for Australian Expats

The Banking Woes of Laos: What Australian Expats Need to Know

The Banking Woes of Laos: What Australian Expats Need to Know Living in Laos has its perks—stunning landscapes, friendly locals, and an easy-going lifestyle. However, for Australian expats, navigating the local banking system can feel like an Indiana Jones-style adventure, minus the whip and fedora. While you’re soaking in the beautiful views, managing your finances

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Debt recycling strategy

Understanding Debt Recycling: A Wealth-Building Strategy

Understanding Debt Recycling: A Wealth-Building Strategy Debt recycling offers an innovative financial strategy that helps you pay off your home loan faster while building wealth in a tax-efficient way. This method transforms non-deductible debt, like a home loan, into tax-deductible investment debt. By leveraging the equity in your home to invest in income-producing assets, you

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US retirement accounts for Aussie expats

Selecting Your Investment Risk Profile as an Aussie Expat

Selecting Your Investment Risk Profile as an Aussie Expat Choosing the right investment risk profile is crucial for managing your financial future and achieving your objectives, especially as an Aussie expat. Whether you’re planning for a new home, retirement, or simply building wealth, understanding your risk tolerance can help you navigate the complexities of Australian

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Image header: Blog post: Selling Australian Real Estate as an Aussie Expat? Timing is Everything

Selling Australian Real Estate as an Aussie Expat? Timing is Everything!

Selling Australian Real Estate as an Aussie Expat? Timing is Everything!   If you’re considering selling your Australian real estate as an Australian expat, taking your time could be crucial. The timing of your property sale can significantly impact your Capital Gains Tax (CGT) obligations, making strategic financial planning essential. Whether you’re a seasoned investor

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canada tax aussie expat

Canada’s Capital Gains Tax Update: What Aussie Expats Should Brace For?

Canada’s Capital Gains Tax Update: What Aussie Expats Should Brace For? – The winds of change are blowing through Canada’s tax environment, and they’re set to shake up how capital gains are handled. Prime Minister Justin Trudeau’s government is gearing up to tweak the system, proposing a significant increase in the capital gains tax for individuals

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australian expat rrsp

Australian Expats Holding Canadian RRSPs

Australian Expats Holding Canadian RRSPs – For Australian expats residing in Canada, understanding the Canadian financial system is crucial for making informed financial decisions. One key element of Canadian financial planning is the Registered Retirement Savings Plan (RRSP). In this article, we will discuss the RRSP, its relevance to Australian expats, withdrawal options and what

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