Why Your Departure Year Tax Return May Be the Most Important Tax Return You Ever Lodge For Australians moving overseas, there is one tax return that is often more important than every other return they will ever lodge. It is not the return after you leave, or when you sell an investment property, or when […]
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Australian Tax Residency for Yachties: Why Most Aussie Crew Are Still Tax Residents Working on yachts sounds international. You might spend months cruising Europe, the Caribbean or the Middle East and barely set foot in Australia for long periods. Because of that, many yachties assume they automatically stop being Australian tax residents once they leave
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Company Structure for Investment Property: What Australian Expats Need to Know Following the changes announced in the 2026–27 Federal Budget, more Australian expats are re-examining how they hold and purchase investment property in Australia. For some, purchasing property through a company structure has become an option worth considering. But what does the Australian residential mortgage
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ATO Focus Areas 2025–26: What Actually Matters for Expats The ATO has released its 2025–26 focus areas. Like most of these updates, this largely targets domestic private groups and doesn’t really move the dial for expats.. But there are a number of areas that are highly relevant if you are living overseas, returning to Australia,
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Bali-Based Music Director Refinances Investment Property & Releases $100K Atlas Mortgage | Client Case Study Not every income story fits neatly into a lender’s checklist, and for Australian expats earning in less common currencies, that can make an otherwise straightforward refinance surprisingly difficult. However, this case study looks at how we helped an Australian citizen
fThe Pros and Cons of Moving to a Friendlier Tax Jurisdiction My Perspective as an Expat Specialist Financial Adviser Over the years, I have worked with many internationally mobile clients who have considered moving to a more tax-friendly jurisdiction. For some, the motivation is straightforward: they want to reduce tax leakage and preserve more of
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Should I Keep My Green Card After Moving Back to Australia? It is the question every returning Australian asks, usually standing in a half packed apartment. The green card took years to get. Handing it back feels like burning a bridge, and keeping it feels harmless. What if we go back? What if the kids
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The Australian Expat’s Canadian Property Playbook The first big financial question most Australians face after landing in Canada is the same: do I rent, or do I buy? The honest answer is that the property itself rarely settles it. What settles it is how long you intend to stay, how you plan to exit, and
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Dubai Operations Manager Refinances & Releases $1.95M Equity Atlas Mortgage | Client Case Study Refinancing an investment property while releasing equity is a common goal for Australian expats looking to build long-term wealth, but doing it with foreign income, at a high loan balance, adds a layer of complexity many lenders aren’t equipped to handle.
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Your Child Was Born in America: What Their US Citizenship Means Back in Australia Somewhere in the moving boxes is a US birth certificate. Your child was born during your American years, which makes them a US citizen. However, unlike the visa you gave back or the lease you ended, their citizenship comes home with
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