Description
Avoid costly mistakes when moving, living and returning from overseas
More than 1 million Australians live and work abroad. The move is exciting, but tax residency questions, superannuation confusion and income dilemmas create stress fast. One wrong move with the ATO can cost you thousands — or even derail your plans entirely. The Expat's Handbook gives you a three-phase roadmap for departure, expat life and repatriation. Inside, you’ll find clear explanations, checklists, case studies and top tips to help you confidently manage your money offshore.
Wherever you are in your expat journey, The Expat's Handbook shows you how to manage tax, super, property, investing, insurance and estate planning. Brett Evans, an expat adviser who has spent more than two decades serving Australians in 50+ countries, walks you through every key decision. You’ll discover how to avoid costly traps and protect your wealth.
- Clarify your tax residency: Understand ATO tests and know what your status means for income and assets.
- Prepare before departure: Use checklists to sort your tax residency, accounts, assets and documentation.
- Manage your money while living offshore: Navigate Australian and foreign income, taxation, investing, withholding tax treaties and common traps.
- Plan what to do with your property: Decide to hold, rent or sell and how each choice impacts your taxes, capital gains, compliance and more.
- Return home smoothly: Re-establish your tax residency, transfer overseas assets and update your super, will and insurances.
The Expat’s Handbook is the practical guide Australians need to protect their wealth overseas — and return home financially stronger.
Table of Contents
About the Author ix
Introduction xi
How to Use This Book xxi
Part I Preparing to move: Laying the financial groundwork 1
1 Understanding your tax residency 3
2 Making sense of the taxes you didn’t know existed 27
3 Structuring your finances before you leave 43
4 Wrapping up your financial life in Australia 71
Part II Living the expat life: Financial strategies for while you’re abroad 87
5 Maintaining your non-residency tax status 89
6 Managing your finances overseas 103
7 Investing in shares and portfolios 115
8 Holding, renting or selling property 131
9 Dealing with trusts and Australian entities 149
10 Foreign assets and international financial planning 161
11 Insurance and estate planning 181
Part III Moving back home: Financial re-entry 191
12 Planning your return to Australia 193
13 Re-establishing tax residency 207
14 Bringing back your money and assets 217
15 Superannuation, investments and property 231
16 Rebuilding risk management and estate structures 251
17 The end of the beginning 261
Acknowledgements 273
Glossary 275
Appendix I: Departure checklist 279
Appendix II: Repatriation checklist 283
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