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Mitchell Kelsey

offset expat debt

Offset vs Redraw: What An Expat Needs To Know About Debt Structuring

Offset vs Redraw: What An Expat Needs To Know About Debt Structuring – with interest rates rising to a 10-year high in Australia, Australian Expats with leveraged investment properties may have thought about temporarily paying down debt to mitigate higher interest costs. This is often prompted by receiving a large lump sum of cash from …

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australian expat contributing super

Australian Expats Guide to Contributing to Superannuation

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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retirement new zealand

Transferring your Retirement Savings between Australia and New Zealand

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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UK ISA

What Should An Expat Do When Leaving The UK With A ISA Account?

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 land tax

Queensland Government Scraps New Land Tax Changes

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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Double Tax Agreements

Importance of Double Tax Agreements for Australian Expats

Importance of Double Tax Agreements for Australian Expats – With the prospect of new tax residency laws being introduced in Australia, we have put together a refresher article on what Double Tax Agreements (DTA) are, how they interact with Australia’s tax residency laws, and why they are important for Australian Expats. Note: The proposed new Australian …

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Advance Care Directive

Importance of Advance Care Directives for Australian Expats

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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retirement expat

Retirement Saving Strategies for Expats

Retirement Saving Strategies for Expats – Are you saving at least 10.5% of your income for retirement as an Australian Expat? When an Australian expat relocates overseas for an employment opportunity, they are usually contracted by an international organization which has no obligation to make the otherwise mandated super guarantee (SG) contributions to their superannuation account. …

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tax dividend australian expat

Tax Treatment of Dividends as a Non-Resident Australian Expat

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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