Blog for Australian Expats

Understanding who is a covered expatriate and how these provisions work is essential for Australians preparing to give up their US green card or US citizenship. Careful planning can often reduce or even eliminate unexpected tax exposure.

Many Australians who have worked in the United States eventually ask the question of “Can I transfer my 401(k) into an Australian Super fund?. This question is usually prompted once they return home or begin planning to relocate.

Contributing to super while living in the US is not a one-size-fits-all decision. But armed with the right advice, you can make informed choices that protect your retirement savings.

If you're an Australian who spent part of your career working in the United States (US), you may be wondering if you can still receive US Social Security benefits while living in Australia.

Relocating to the United States on an E3 visa can be an exciting step in your professional journey. The E3 visa, exclusive to Australian citizens working in specialty occupations, offers an accessible route to live and work in the US. However, staying compliant and making the most of your expat life requires preparation. For Australian Expats in the US with an E3 visa, here are the top 5 tips to help navigate life in the US.

What Australian Expats in the US need to know about PFICs is that these types of investments, including popular Australian mutual funds or ETFs, can lead to complicated tax filings and significant financial penalties if not handled properly. This guide breaks down PFICs for Australian Expats.

This blog post breaks down US Exit Taxes for Australian Expats and what they need to know. Particularly if they fall under the category of a "covered expatriate" under the HEART Act of 2008.

If you’re an Aussie Expat wondering how to move US retirement accounts to Australia, this blog post has some considerations for you.