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Superannuation Update: General Transfer Balance Cap Increases to $2 Million from 1 July 2025

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Superannuation Update: General Transfer Balance Cap Increases to $2 Million from 1 July 2025

Superannuation Update: General Transfer Balance Cap Increases to $2 Million from 1 July 2025 The general transfer balance cap (TBC) will increase from $1.9 million to $2 million on 1 July 2025. This change follows the release of the latest Consumer Price Index (CPI) data in January. As a result, individuals can transfer up to […]

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Downsizer Contributions for Returning Expats: A Boost for Your Superannuation

Downsizer Contributions for Returning Expats A Boost for Your Superannuation Superannuation is the preferred retirement vehicle for most Australians. This is mainly because of its ability to grow wealth in a tax-favoured environment, diverse investment strategies, and the possibility of tax-free income drawdowns in retirement. However, many Australian expats return home to find that their

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Why Australian Expats Should Consider Using a Buyer’s Agent for Property Investment

Why Australian Expats Should Consider Using a Buyer’s Agent for Property Investment Navigating the Australian property market can be challenging, especially for Australian expats who may not be physically present in the country. A buyer’s agent can help simplify the process, ensuring you make well-informed decisions while securing the right property. Here’s why you should

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Changes to Australia’s Foreign Resident Capital Gains Withholding Regime Starting 1 January 2025

Changes to Australia’s Foreign Resident Capital Gains Withholding Regime Starting 1 January 2025: What Australian Expats Should Know Are you an Australian expat living overseas and dealing with property transactions back home? If so, significant changes to Australia’s Foreign Resident Capital Gains Withholding (FRCGW) regime are coming into effect from 1 January 2025. These changes

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Legal Considerations for Australian Expats: Key Steps for Compliance and Protection

Legal Considerations for Australian Expats: Key Steps for Compliance and Protection Moving abroad is an exciting and life-changing experience for Australian expats. However, it’s essential to address several legal considerations to ensure compliance with both Australian and international laws, while safeguarding your interests. Below are the key steps you should take to manage your legal

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Share Investing for Expats: Flexibility, Diversification, and Tax Efficiency

Share Investing for Expats: Flexibility, Diversification, and Tax Efficiency   How Australian Expats Can Maximise Wealth with Share Investments For Australian expats, share investing offers a flexible, diversified, and tax-efficient way to build wealth globally. Whether you’re seeking to supplement your retirement savings or grow your investment portfolio, shares offer significant advantages over other investment

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Defence Superannuation for Australian Expats

Defence Superannuation for Australian Expats: Key Considerations & Options As an expat financial adviser and a veteran of the Australian Army, I often receive questions about military superannuation and how it applies to Australian Defence Force (ADF) members living overseas. This article breaks down the different types of Defence Superannuation and what Australian expats need

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Medicare eligibility in Australia

Medicare eligibility in Australia   Who Can Access Medicare in Australia? Medicare is Australia’s publicly funded healthcare system, providing access to a wide range of medical services for eligible residents and certain visitors. Understanding Medicare eligibility in Australia is essential for anyone living in or visiting the country. This guide outlines the Medicare eligibility criteria based on the

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