Blog for Australian Expats

Here are five of the most frequently asked questions by Australian expats during the initial consult with a Financial Adviser, and what you need to know about each one.

Managing superannuation as an Australian expat is an important part of your long-term financial planning. Regardless of whether you're planning to return to Australia or settle abroad, your super could be one of your most valuable retirement assets.

One crucial area that is frequently overlooked is what happens to your super if you pass away overseas. Superannuation may not form part of your estate by default, so unless you make the right beneficiary nomination, your super fund trustee will determine who receives your superannuation death benefit.

Temporary overseas assignments can seem like a golden ticket for career advancement, personal growth, and global exposure. But for Australian Expats on secondment, the reality can be far more complex than simply packing a bag and embracing a new time zone.

Moving to Canada from Australia is more than just a change of scenery; it’s a major financial transition that requires careful planning across tax, investments, superannuation, estate matters, and retirement strategy.

In this blog, we'll explore key strategies for managing an Australian investment portfolio as a non-resident, including tax implications, income treatment, and how to choose the right investment platform.

But how do I know if my Financial Adviser is qualified? This is one of the most important questions you can ask before entrusting someone with your financial future.

Australian Expats working for the UN often come up against financial and tax considerations that are unique to other expats, such as tax-exempt salaries. In this blog, we explore these further and discuss how Australian Expats working for the UN can improve their long-term financial prosperity while living abroad.

Making the move from Australia to the UK is a popular choice for many Aussies due to the vast career opportunities, cultural experiences, and a chance to explore Europe with ease.

If you’re planning an international move, it pays to know what to expect. Here’s a breakdown of common expenses to help you budget for your move abroad.

In this blog post, we will break down this proposed legislation and the potential implications it could have for Australian Expats living in the US.

This guide highlights the key tips for Australians moving to the Middle East and what they should think about before and after relocating.

A TFSA can offer Australian Expats flexible investment options and tax-free growth during their time abroad. For Australian Expats with Canadian Tax-Free Savings Accounts, it can be an excellent way to save, invest, and build wealth in a tax-effective manner.

In this blog post, we help you to understand your HECS/HELP debt obligations to the Australian Tax Office (ATO) as an Australian Expat.

Moving abroad is an exciting time, but for Australian Expats moving abroad, there are important financial considerations to keep in mind.