FINANCIAL PLANNING FOR EXPATRIATES

Leaving Australia

  1. Costs of leaving Australia

  2. Residency Status

  3. Double tax agreements

  4. Investing back in Australia

  5. Insurance while overseas

  6. Super while overseas

  7. Retiring overseas

Contents

Returning to Australia

INTRODUCTION

Financial planning for expatriates is a specialty field with many changing and moving parts. Many financial planners and advisers find it too complex and choose not to provide expatriates with any financial advice. Financial planning for expatriates is complex but when approached with the right framework and processes, the issues become much more manageable.

This guide aims to illuminate the important issues Australians should consider when leaving Australia or when deciding to finally come home.

This guide is broken into two sections:

  • Leaving Australia

  • Returning to Australia

If you are currently overseas and looking to return to Australia you can skip ahead to the Returning to Australia section at the top of the page. If you are a foreign new arrival coming to Australia to live permanently then you need to read our Financial Planning for New Arrival Australians.

[Insert stats on Australians leaving Australia.]  As you can see Australians are constantly moving all over world, especially across Europe and Asia. The reason for these migrations vary but some of the main reason are to pursue employment opportunities and to experience a new country or culture. 

This sense of adventure that many Australians base their decisions on to move overseas can sometimes inhibit their ability assess the costs of travel. But with the unforeseen costs also come opportunities to take advantage of.

 

In the following chapters we will look at how you can try and minimise the costs while maximising the benefits so your time overseas can be remembered as an amazing experience rather than a regretful cautionary tale. 

Financial Planning for Expatriates - Home Page
1. Leaving Australia

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