Blog Image header_Downsizer contributions for expats

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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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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Blog Header Image: Canadian Departure Tax for Australian Expats

Canadian Departure Tax for Australian Expats Returning Home: What You Need to Know

News / Martin Jack

Canadian Departure Tax for Australian Expats Returning Home: What You Need to Know When Australian expats decide to return home after living in Canada, one of the most crucial tax considerations is the Canadian Departure Tax. This tax applies when an individual ceases to be a Canadian tax resident. It can have significant financial implications

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The Banking Woes of Laos: What Australian Expats Need to Know

News / Martin Jack

The Banking Woes of Laos: What Australian Expats Need to Know Living in Laos has its perks—stunning landscapes, friendly locals, and an easy-going lifestyle. However, for Australian expats, navigating the local banking system can feel like an Indiana Jones-style adventure, minus the whip and fedora. While you’re soaking in the beautiful views, managing your finances

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Understanding Debt Recycling: A Wealth-Building Strategy

News / Martin Jack

Understanding Debt Recycling: A Wealth-Building Strategy Debt recycling offers an innovative financial strategy that helps you pay off your home loan faster while building wealth in a tax-efficient way. This method transforms non-deductible debt, like a home loan, into tax-deductible investment debt. By leveraging the equity in your home to invest in income-producing assets, you

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US retirement accounts for Aussie expats

Selecting Your Investment Risk Profile as an Aussie Expat

News / Martin Jack

Selecting Your Investment Risk Profile as an Aussie Expat Choosing the right investment risk profile is crucial for managing your financial future and achieving your objectives, especially as an Aussie expat. Whether you’re planning for a new home, retirement, or simply building wealth, understanding your risk tolerance can help you navigate the complexities of Australian

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Selling Australian Real Estate as an Aussie Expat? Timing is Everything!

News / Martin Jack

Selling Australian Real Estate as an Aussie Expat? Timing is Everything! If you’re considering selling your Australian real estate as an Australian expat, taking your time could be crucial. The timing of your property sale can significantly impact your Capital Gains Tax (CGT) obligations, making strategic financial planning essential. Whether you’re a seasoned investor

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Canada’s Capital Gains Tax Update: What Aussie Expats Should Brace For?

News / Martin Jack

Canada’s Capital Gains Tax Update: What Aussie Expats Should Brace For? – The winds of change are blowing through Canada’s tax environment, and they’re set to shake up how capital gains are handled. Prime Minister Justin Trudeau’s government is gearing up to tweak the system, proposing a significant increase in the capital gains tax for individuals

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Australian Expats Holding Canadian RRSPs

News / Martin Jack

Australian Expats Holding Canadian RRSPs – For Australian expats residing in Canada, understanding the Canadian financial system is crucial for making informed financial decisions. One key element of Canadian financial planning is the Registered Retirement Savings Plan (RRSP). In this article, we will discuss the RRSP, its relevance to Australian expats, withdrawal options and what

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Thai Revenue Department Provides Welcome Clarity to Newly Proposed Tax Rules

News, Tax / Martin Jack

Thai Revenue Department provides welcome clarity to newly proposed tax rules – last year, on the 15th of September 2023, the Thai Revenue Department announced new tax changes under Department Order No. P 161/2023 that are set to impact Australian Expats living in Thailand from 1 January 2024. Under the new tax changes, Australian Expats

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Martin Jack

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