Blog for Australian Expats

We explore how to invest in Australian shares as an Australian expat, including key considerations, choosing the right platform, and how to structure your investments to remain compliant and efficient.

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.

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.

For many Australian expats, the decision to return home is a big one, whether driven by lifestyle, family, or career changes. But amid the excitement of coming home, it’s crucial not to overlook the financial and tax implications, particularly what happens to your overseas assets when returning to Australia.

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 both sides of the debate: should you keep or sell your property as an Aussie Expat? And help you make a decision that's right for your financial future.

So, what tax do I pay in Australia when living overseas? Let’s break down the rules for Aussie expats and explore the tax rates for foreign residents in detail.

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.

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.

Contributing to superannuation while living overseas is not only possible, but for many expats, it's also a smart financial move, especially when considering long-term retirement planning and tax advantages.

This guide is designed to help you understand the ins and outs of purchasing Australian property while living overseas, with a focus on the key professionals who can support you throughout the process.

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.

In this guide, we’ll walk through the most important things to consider when repatriating to Australia with a non-Australian spouse, so you can start your new chapter with confidence.

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.

So, what happens to your investment portfolio when you move overseas? The answer depends on your underlying investments, your new tax residency status, and your host country. For Australian expats, transitioning to non-resident status introduces a new layer of complexity, but with the right planning and professional guidance, it can be navigated smoothly.

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.

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.

As we step into the 2025–26 financial year, we are presented with a new set of financial opportunities shaped by regulatory changes, currency dynamics, and market shifts. This blog outlines five valuable financial opportunities for Australian expats in the new financial year, each offering actionable ways to optimise your financial position, reduce future tax exposure and bring you closer to your financial goals.