Part 2: Moving Overseas? Australia’s New CGT Rules Have Changed the Deemed Disposal Decision

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Part 2: Moving Overseas? Australia's New CGT Rules Have Changed the Deemed Disposal Decision

Part 2: Moving Overseas? Australia’s New CGT Rules Have Changed the Deemed Disposal Decision

Moving Overseas? Australia’s New CGT Rules Have Changed the Deemed Disposal Decision For Australians moving overseas, one of the biggest tax decisions is whether to trigger deemed disposal before becoming a foreign resident for Australian tax purposes. Historically, that decision has involved balancing the immediate Australian tax cost against the future tax consequences of retaining Australian […]

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Australian Expats Could Lose the New Capital Gains Tax Indexation Benefit by Working Overseas

Part 1: Australian Expats Could Lose the New Capital Gains Tax Indexation Benefit by Working Overseas

Australian Expats Could Lose the New Capital Gains Tax Indexation Benefit by Working Overseas A single period of foreign residency after 1 July 2027 could permanently deny access to Australia’s new Capital Gains Tax (CGT) indexation regime for an Australian investment property. For many Australians working overseas, retaining an Australian investment property has long been

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You Hold ASX Shares From the US: Why Franking Credits Won’t Help You and What Actually Will

You Hold ASX Shares From the US: Why Franking Credits Won’t Help You and What Actually Will

You Hold ASX Shares From the US: Why Franking Credits Won’t Help You and What Actually Will The dividend statement arrives in your inbox and you scroll to the familiar line items. Cash dividend: $1,400. Franking credit: $600. You remember exactly how this worked when you lived in Australia. You entered it on your tax

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Working Overseas for an Australian Employer: The Tax Risks Most People Miss

Working Overseas for an Australian Employer: The Tax Risks Most People Miss

Working Overseas for an Australian Employer: The Tax Risks Most People Miss Remote work and cross-border employment arrangements are becoming increasingly common. Employees are relocating overseas for lifestyle reasons, international assignments, family commitments, or simply because remote work now makes it possible. In many cases, however, one thing does not change. The employee remains connected

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Australian Expat Case Study: Building a Property in Berridale

Atlas Mortgage Case Study: How We Helped an Australian Expat Build an Investment Property in Berridale, NSW

How We Helped an Australian Expat Build an Investment Property in Berridale From Across the World Atlas Mortgage | Client Case Study When you’re living and working overseas, building a brand-new home back in Australia can feel impossible. Most lenders see foreign income, a non-resident address and a construction loan and quietly put the file

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Swiss Pension Reform Proposal and the Impact on Your Retirement Timeline

Swiss Pension Reform Proposal and the Impact on Your Retirement Timeline

Swiss Pension Reform Proposal and the Impact on Your Retirement Timeline On May 20, 2026, the Swiss Federal Council opened the official consultation on a sweeping pension reform package. This could fundamentally reshape how early retirement is planned in Switzerland. Known as the AHV 2030 reform package, the plan focuses on keeping workers in the

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HELP Repayments and Overseas Obligations: What’s Changing for 2026

HELP Repayments and Overseas Obligations: What’s Changing for 2026

HELP Repayments and Overseas Obligations: What’s Changing for 2026 The Australian Government has made significant changes to the HELP (HECS) repayment system from the 2025–26 income year. These changes will flow through to 2026 tax returns and apply equally to Australians living overseas. For expats and globally mobile clients, this is one of the more

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2026 Australian Budget

The 2026 Australian Budget: What Every Aussie Expat Needs to Know Right Now

The 2026 Australian Budget: What Every Aussie Expat Needs to Know Right Now If you’ve been scanning the Australian news from wherever you’re calling home – Singapore, Hong Kong, Tokyo, Bangkok – you’d be forgiven for thinking the apocalypse had arrived back in Oz. The headlines have been dramatic, the social media commentary even more

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