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Should I Hold Shares In A Trust As A Non-Resident?

Mitchell Kelsey

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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contribution australian expat

Can A Downsizer Contribution Strategy Assist Australian Expats?

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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health cover australian expats

Lifetime Health Cover Loading – Pitfalls for Returning Australian Expats

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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