Boosting Underfunded Super Accounts for Returning Australian Expats

Boosting Underfunded Super Accounts for Returning Australian Expats Returning to Australia after spending time abroad as an expat can be an exciting journey. However, it often brings an array of new financial decisions, particularly when it comes to superannuation. Many Australian expats find themselves with underfunded super accounts due to various reasons. Most commonly, the […]

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How Australian Expats in the U.S. Can Manage Their Superannuation for Tax Efficiency

News / Martin Jack

How Australian Expats in the U.S. Can Manage Their Superannuation for Tax Efficiency Australian expats living in the United States must understand how the IRS taxes their superannuation to protect their wealth. Superannuation is a critical part of your retirement strategy, but U.S. tax law does not treat these accounts the same way as Australian law.

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Proposed 3.5 % US Remittance Tax Australian expats

News / Martin Jack

Proposed 3.5 % US Remittance Tax Australian expats A tax proposal that has already cleared the US House of Representatives would impose a 3.5% US remittance tax for Australian expats on every outbound money transfer made by non‑citizens or non‑nationals. Though the Senate still needs to vote, history shows that once revenue‑raising measures reach this stage

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Part 2: The Proposed $3 Million Super Tax – What It Means for Australian Expats

News / Martin Jack

Part 2: The Proposed $3 Million Super Tax What It Means for Australian Expats Following a decisive victory in the May 2025 federal election, Prime Minister Anthony Albanese’s Labor government has confirmed plans to implement the controversial Division 296 tax. This new measure introduces an additional 15% tax on earnings derived from superannuation balances exceeding $3

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Australian Woodside Employees Moving to the U.S.

News / Martin Jack

Australian Woodside Employees Moving to the US Woodside’s US expansion marks a transformational period for the company and its people. As Woodside accelerates its American presence, whether through acquisitions, partnerships, or organic growth, an increasing number of its Australian employees are relocating to the United States for strategic roles. For these employees, the move is

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The Benefits of a Pension Refresh Strategy for Australian Retirees

News / Martin Jack

The Benefits of a Pension Refresh Strategy for Australian Retirees As retirement nears, it’s crucial to ensure that your superannuation strategy is well-structured, in order to maximise benefits and align with your financial goals. One powerful strategy that can significantly enhance your retirement savings is the pension refresh strategy. This process converts an existing pension

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Understanding U.S. Tax Implications for Australian Expats Selling Australian Property

News / Martin Jack

Understanding U.S. Tax Implications for Australian Expats Selling Property in Australia When Australian expats move to the United States and later sell property held in Australia, they may face complex tax obligations. The U.S. tax system requires residents to report and pay taxes on worldwide income, including capital gains from foreign real estate sales. This

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

News / Martin Jack

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

News / Martin Jack

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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Defence Superannuation for Australian Expats

News / Martin Jack

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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Boosting Underfunded Super Accounts for Returning Australian Expats

Martin Jack

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