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Expat Chat Ep 33 – Receiving an Inheritance as a Australian Expat

Expat Chat Ep 33 – Receiving an Inheritance as a Australian Expat

 

Welcome to our thirty third episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.

In today’s Expat Chat we discuss what Australian expats need to consider when they are receiving an inheritance.

With the largest transfer of wealth between generations currently underway many Australian expats may find themselves a recipient of an inheritance and will have to make financial decisions on how they manage those assets.

Where it gets complicated is that as a non-resident of tax purposes your considerations are completely different to that of a Australian resident for tax purposes.

And then you have to consider the inheritance and tax laws for the country that you are currently residing in.

If you like the content make sure you let us know by leaving us a review and subscribing to our channel.

Discussion Points on Todays Podcast Episode

 

In today’s chat we discuss:

  • How does inheriting a Australian property as a Australian expat work?
  • Do I gain access to a previously earned Main Residence Exemption as a expat?
  • Is it different inheriting a investment property?
  • How does a testamentary trust work with Australian expats?

Make Sure You Don’t Miss An Episode of the Expat Chat Podcast

 

To ensure you don’t miss any future episodes make sure you subscribe to our podcast on your favourite channels below.

As we’d like to educate as many Australian expats as possible we’d also sincerely appreciate it if you could share this page using the buttons at the bottom of this article.

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