News Archives

The Premium Gamble: Australian expat ineligibility in group insurance

The Premium Gamble: Australian expat ineligibility in group insurance Australian expat ineligibility in group insurance. Up to 2.5 million people who are paying premiums for group insurance offered through superannuation need to examine their eligibility, as differences between super funds’ policies could mean they have reduced cover, or even none at all. Investment Magazine …

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ATO Zeroing in On Aussie Expats Who Claim Non-Residency

Leave a Comment / News / By Brett Evans

ATO Zeroing in On Aussie Expats Who Claim Non-Residency 16/10/2015 – We’ve been hearing around the traps that the Australian Taxation Office is targeting Australian expats again who are claiming non-residency status for tax purposes. Letters are being sent out in bulk based on their data matching capacity with overseas institutions. Last year the …

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Can A Expat Take Their SMSF With Them Overseas?

Leave a Comment / News / By Brett Evans

Can A Expat Take Their SMSF With Them Overseas? With the growth of Self Managed Super Funds (SMSF’s) in Australia the question of can a Australian expat take their SMSF with them overseas is a common one. SMSF’s now comprise of about one-third of Australia’s AUD$2.04 trillion superannuation system so as you can see …

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Is your superannuation Expat Friendly?

Leave a Comment / News / By Brett Evans

Is Your Superannuation Expat Friendly? When Australian expats relocate overseas (become non-residents for tax purposes) there is always so much to be done but if your superannuation expat friendly? Have you informed the Australian Taxation Office? Have you updated your various holdings in your investment portfolio? Does your accountant know? Have you accidentally ‘forgotten’ …

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Chinese market driving volatility, says financial adviser to Aussie expats

Leave a Comment / News / By Brett Evans

Chinese market driving volatility says financial adviser to Aussie expats 26/08/2015 – The article below is a re-post from ABC NewsRadio after they interviewed our Managing Director, Brett Evans, this morning. To listen to the interview click on this link (https://www.abc.net.au/newsradio/content/s4300209.htm) and then press the play button at the top left hand corner of the …

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Our Take on the World Financial Markets

Leave a Comment / News / By Brett Evans

With the recent volatility on the world financial markets we’ve been busy talking to our clients to keep them abreast of the situation but I thought a post on LinkedIn would be a good idea as well because sometimes a fresh perspective is needed to see the opportunity amongst the headline grabbing articles that …

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How Are 401k Withdrawals Taxed for Australian Expats

Aussie Expats in The US – IRA Case In Australia Clarifies Options

Leave a Comment / News / By Brett Evans

Aussie Expats in The US – IRA Case In Australia Clarifies Options With over 200,000 Australians living in the United States we have seen a large increase in enquiries from Australian expats about whether you can transfer a IRA to a Super account as a concessional contribution? In the US expats can hold a …

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Aussie Expats = Low Hanging Fruit?

Leave a Comment / News / By Brett Evans

We have recently received a number of enquiries from Aussie expats in Asia that offshore advisers have be ramping up the sales pitch on the viability of investing in Insurance Bonds, otherwise known as Investment-Linked Assurance Schemes (ILAS), and their suitability for non-resident Australians. Offshore advisers have treated Australian expatriates as low hanging fruit …

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Non-Resident CGT Withholding Tax on Property

Leave a Comment / News / By Brett Evans

Canberra released last week their exposure draft legislation that Treasury has put forward with a view to implementing a 10% non-final withholding tax if a non-resident disposes of certain taxable Australian property. Under the current legislation foreign residents are required to pay Capital Gains Tax (CGT) on any gains if they dispose of the …

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Aussie Expats – Be Careful When Returning To Australia

Leave a Comment / News / By Brett Evans

Aussie Expats – Be Careful When Returning to Australia Last month there was a case before the Administrative Appeals Tribunal between the Australian Taxation Office and an Australian expat over his status as a resident for tax purposes which highlights why aussie expats need to be careful when returning to Australia. I’m not going …

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