Australian Expatriate Checklists
We have compiled Checklists for Australians both leaving the country and returning - hoping that both families and individuals will find them useful. It's a truism, but every overseas assignment is different, and we can't cover all the various issues, but we would be interested to hear feedback on where we could improve our coverage.
Exfin Expat Checklist Outbound - Leaving Australia
Topics covered include: tax residency and capital gains tax, HELP debts, mortgages, superannuation, investments and Australian shares, retirement, life, health and travel insurance, overseas pensions, bank accounts, wills, powers of attorney and foreign-exchange transfers.
Exfin Expat Checklist Inbound - Coming to Australia
Topics covered include: tax residency and capital gains tax, accommodation in Australia, Medicare and private health insurance, life insurance, mortgages, education, bank accounts, pension transfers, superannuation and foreign currency transfers.
Please note that these Checklists are for personal use only and may not be used in whole or part by any business or commercial undertaking without obtaining Exfin's prior written approval.