Expat Chat Ep 33 – Receiving an Inheritance as a Australian Expat


Welcome to our thirty third episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.

In today’s Expat Chat we discuss what Australian expats need to consider when they are receiving an inheritance.

With the largest transfer of wealth between generations currently underway many Australian expats may find themselves a recipient of an inheritance and will have to make financial decisions on how they manage those assets.

Where it gets complicated is that as a non-resident of tax purposes your considerations are completely different to that of a Australian resident for tax purposes.

And then you have to consider the inheritance and tax laws for the country that you are currently residing in.

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Discussion Points on Todays Podcast Episode


In today’s chat we discuss:

  • How does inheriting a Australian property as a Australian expat work?
  • Do I gain access to a previously earned Main Residence Exemption as a expat?
  • Is it different inheriting a investment property?
  • How does a testamentary trust work with Australian expats?

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As we’d like to educate as many Australian expats as possible we’d also sincerely appreciate it if you could share this page using the buttons at the bottom of this article.

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