Blog for Australian Expats

One way to reduce the potential tax burden on your beneficiaries is by using the Recontribution strategy. This superannuation strategy for Australian Expats can help ensure more of your super ends up in the hands of your loved ones rather than the tax office.

This blog explores the key capital gains tax (CGT) implications for Australian Expats holding shares, including how they are treated upon moving overseas, during your time overseas, and what happens when returning to Australia.

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.

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.

If you hold shares or other foreign assets and are planning to return to Australia, understanding this rule can help you plan for potential tax liabilities. In this blog post, we look at the Deemed Acquisition rules for Australian Expats, including when the rules apply, why it matters and what Australians living abroad should know.