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Part 3: Australian Expats and US Retirement Planning

James Ridley

James is the Managing Director for the Asia Pacific region and is an experienced financial planner who brings a multitude of skills and experience to the table when it comes to providing Australian expat financial advice. After completing university, James was an accountant for four years at which point he then moved into the financial services sector and became a financial planner. Combining his accounting skills with financial advice, James has advised individuals, families, and Self Managed Super Fund clients in the areas of retirement planning, debt reduction, cash flow management and portfolio management. James holds a Bachelor of Commerce with an accounting major, Bachelor of Business with a marketing major, Advanced Diploma of Financial Planning and is currently completing his Masters of Financial Planning.

Australian Expats Retirement Planning

Part 3: Australian Expats and US Retirement Planning

Part 3: Australian Expats and US Retirement Planning Welcome to the final installment of our series on Australian expats and US retirement planning! If you missed Part 1 and Part 2, be sure to check them out for foundational insights on navigating retirement across borders. For Australian expats and dual US-Australian nationals, planning for retirement …

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australian expat singapore SRS

Should an Australian Expat in Singapore Set Up a Supplementary Retirement Scheme (SRS) Account?

Should an Australian Expat in Singapore Set Up a Supplementary Retirement Scheme (SRS) Account? – Australia and Singapore are two nations that offer robust financial frameworks for citizens and residents to secure their financial futures. For an Australian expatriate residing in Singapore, the prospect of joining Singapore’s Supplementary Retirement Scheme (SRS) can be tempting. But is …

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australian expat will

Australian Expats: Organising a Will and a Enduring Power of Attorney

Importance of Australian Expats Organising a Will and Enduring Power of Attorney – For Australians living abroad, the complexities of international lifestyles can sometimes push essential legal matters to the background. Among these, the significance of writing a will and establishing an enduring power of attorney (EPOA) often remains overlooked. However, these documents are critical in …

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singaporean cpf australian expat

Australian Expats: Singaporean CPF vs Australian Superannuation

The Singaporean CPF vs. the Australian Superannuation Scheme: Differences and Tax Implications When Retiring in Australia – The Singapore CPF scheme and Australian Superannuation Scheme are integral to the financial planning of their respective citizens including Australian expats. Though both schemes are designed to provide financial support in retirement, they differ in their structures, objectives, …

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australian expat buying property

Why Australian Expats Should Use a Buyer’s Agent when Buying Property

Why Australian Expats Should Use a Buyer’s Agent When Buying Property – Australia’s property market has always been a magnet for investors, both domestic and international. For Australian expats living abroad, the idea of investing back home can be both appealing and daunting. Navigating the property market from overseas, dealing with time zone differences, and understanding …

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australian expats buying property

Guide for Australian Expats: Buying Property in 2023

Guide for Australian Expats: Buying Property in 2023 – As 2023 unfolds, many Australian expats are keen on buying property in Australia. This could be for investment purposes or as a potential primary residence. Thanks to this shift and a declining AUD, expats now have a broader property selection and better negotiation leverage. This also …

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tax australian expatriates

Tax Implications for Australian Expatriates: A Comprehensive Guide

Tax Implications for Australian Expatriates: A Comprehensive Guide – As an Australian living abroad, embracing the lifestyle of your chosen destination is paramount. However, it’s equally crucial to be cognizant of potential tax implications and make judicious decisions to safeguard and augment your wealth for the long haul. Determining Your Tax Residency Status in Australia …

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