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Expat’s Guide to Superannuation vs Direct Shares in Australia

Investing

expat superannuation shares australia

Expat’s Guide to Superannuation vs Direct Shares in Australia

Expat’s Guide to Superannuation vs. Direct Shares in Australia – As Australian expats, diving into work and embracing the expat lifestyle in a post-COVID-19 era, it becomes crucial to grasp the nuances of financial options available for wealth growth. Especially for those of us eyeing a potential return to the Australian shores, it’s imperative to align …

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vanguard australian expat

Vanguard Australia moves Australian Expats along

Vanguard Australia moves Australian Expats along – Vanguard has recently announced a major update to one of its product offerings that will impact Australian Expats. What has happened? In August, it was announced that investors in the Vanguard direct product offering would be moved to a more enhanced digital platform offering known as the Vanguard Personal …

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whole of life bond

The Problem with Investing in a Whole of Life Bond for Australian Expats

The Problem with Investing in a Whole of Life Bond for Australian Expats – When living abroad, financial management becomes paramount, especially when considering long-term investments. Among the array of investment vehicles available, whole of life bonds often emerge as an option. But for Australian expats, there are various concerns to consider before diving into these investment …

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super capital gains tax

Super Contribution Strategy to Reduce Australian Capital Gains Tax

Super Contribution Strategy to Reduce Australian Capital Gains Tax – With Australian house prices accelerating in recent years, the sale of an Australian property by an Australian expat in the current market could result in a significant capital gains tax (CGT) liability with the Australian Tax Office. There are however methods to deploy to to …

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US Expats Australia Retirement

Tax Implications for US Expats in Australia Accessing Retirement Plans

Tax Implications for US Expats in Australia Accessing US Retirement Plans – For US expats based in Australia, understanding the tax implications in both countries when withdrawing from US Retirement Plans, such as 401K, Traditional IRA, or Roth IRA, is crucial. Here is a summary of the Key Tax Points: Australia and the US Definition of …

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tax residency expats

Tax Residency Rule Changes Are Back On for Expats?

Tax Residency Rule Changes Are Back On for Expats? – after there was no mention of the proposed changes to the tax residency rules in the recent Federal Budget the market intepreted this as the changes were to be put on the back burner especially after the Australian Taxation Office released their updated Tax Ruling …

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stock options expats

Employee Stock Options for Australian Expats in the US

Employee Stock Options for Australian Expats in the US – In the quest for better employment benefits, Australian expats are increasingly looking beyond their borders. While receiving company stock options as part of one’s remuneration might be rare within Australia, it is a common practice in many international companies with expats. In Australia, where wage …

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assets Australian expat

Safeguarding Your Assets as a Australian Expat

Safeguarding Your Assets as a Australian Expat – Living the life of an Australian expat comes with its own unique financial challenges, with asset and wealth preservation standing out as an area demanding attention. In this article, we will explore effective strategies that a Australian expat can employ to safeguard your assets and preserve your …

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australian expats

Australian Expats Guide to Financial Success Overseas

Australian Expats Guide to Financial Success – It’s no secret that Australians love to explore the world and often that means packing our bags and heading overseas to start a new adventure. Whether it’s to reunite with family, explore new cultures or chase exciting work opportunities, we all have our reasons for making the move …

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expat chat audience

Expat Chat Ep 71 – End Of Year Wrap Up & Audience Q&A

Expat Chat Episode 71 – End Of Year Wrap Up & Audience Q&A Welcome to the seventy first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we wrap up the 2023 calendar year as well as answer some audience questions. As we …

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