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The earliest that proposed changes to Australian tax residency rules can now apply is July 1, 2025
Overseas pension funds can be valuable, but seek tax advice before accessing or transferring
CGT can apply to the sale of an expat's home and new withholding tax rules start January 1, 2025
 
AUD/USD
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0.6534
AUD/EUR
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0.5884
AUD/GBP
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0.4975
AUD/YEN
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92.7238
AUD/HKD
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5.0858
AUD/SGD
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0.8497

The Australian expatriate’s gateway to financial and professional services

Tax

Experienced expatriate tax advice for individuals leaving, returning or moving to Australia

Financial Planning

Specialised financial planning advice for Australian expatriates and expats working in Australia

Mortgages

Arrange an Australian mortgage while you are overseas, or re-finance an existing loan

Investment

Assistance for non-residents looking to sell or buy ASX shares and Australian managed funds

Insurance

Expatriates can arrange life insurance quickly and effectively using Australian insurers

Pension Transfers

Advice for expatriates considering whether, and how, to transfer their foreign pension funds

Legal Advice

Access to family, migration and estate legal advice for expatriates seeking assistance

Relocating

Leaving or returning to Australia can present a few challenges, we have some tools that might help