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Understanding the US Exit Taxes for Australian Expats: The HEART Act of 2008
This blog post breaks down US Exit Taxes for Australian Expats and what they need to know. Particularly if they fall under the category of a "covered expatriate" under the HEART Act of 2008.

Mitchell Kelsey
14 minutes ago5 min read

Essential Tips and Considerations for Australian Expats Moving Abroad
Moving abroad is an exciting time, but for Australian Expats moving abroad, there are important financial considerations to keep in mind.

Mitchell Kelsey
Apr 75 min read

Interest on Australian Bank Accounts: What is the tax payable to the ATO by Australian Expats?
In this blog post, we provide a general breakdown on how the interest is treated and what is the tax payable to the ATO by Australian Expats

Mitchell Kelsey
Apr 74 min read

Estate Planning for Australian Expats: Key Considerations for Aussies Living Overseas
In this post, we’ll explore the considerations of estate planning for Australian Expats, providing you with essential steps.

Mitchell Kelsey
Mar 315 min read

CGT Event K3: Inheriting shares as an Australian Expat
In this blog post, we’ll break down what CGT Event K3 is, how it affects you as an Australian Expat, and offer strategies for managing it.

Mitchell Kelsey
Mar 274 min read

Self-Managed Super Funds (SMSF) for Australian Expats: Why it’s not a good idea for Aussies Abroad
In this blog, we’ll explore the factors preventing Australian Expats from having an SMSF and what retirement saving options are available.
Mitchell Kelsey
Mar 186 min read

Australian Expats Repatriating Home: How to move US Retirement Accounts to Australia
If you’re an Aussie Expat wondering how to move US retirement accounts to Australia, this blog post has some considerations for you.
Mitchell Kelsey
Mar 125 min read

Considerations for Australian Expats Repatriating to Australia
In this Blog, we explore some key considerations and tips for Australian Expats repatriating to Australia.
Mitchell Kelsey
Mar 126 min read

Retirement Planning for Australian Expats: 6 Risks that all Aussie Expats Need to Know
In this blog post, we’ll walk you through the six key risks you need to know when it comes to retirement planning for Australian Expats.
Mitchell Kelsey
Mar 105 min read

Understanding the Australian Tax Residency Rules as an Australian Expat
In this blog post, we’ll bring you up to speed on the Australian tax residency rules and the recent proposed changes to the rules.
Mitchell Kelsey
Feb 287 min read

Investing as an Australian Expat: How Aussies can grow their Wealth while abroad
This blog post will explore the strategies, tips, and pitfalls when it comes to investing as an Australian Expat and growing wealth abroad.
Mitchell Kelsey
Feb 264 min read

Top 5 Australian Expat Financial Myths Debunked
In this article, we debunk the top five financial myths that Australian Expats encounter when managing their financial situation abroad.
Mitchell Kelsey
Feb 175 min read

Investing in Property Vs Shares – What’s Better for Australian Expats?
In this blog post, we’ll explore the pros and cons of investing in shares and real estate as an Australian Expat.
Mitchell Kelsey
Feb 56 min read

The Differences between an Australian Expat Financial Adviser, an Accountant and a Stockbroker
In this article, we discuss the key differences between an Expat Financial Adviser, Accountant, and Stockbroker.
Mitchell Kelsey
Jan 283 min read

How can Australian Expats utilise the Downsizer Contribution to Super after returning to Australia?
Let’s break down how Australian Expats can make a downsizer contribution to superannuation when they return to Australia.
Mitchell Kelsey
Jan 274 min read

Australian Expats must be prepared for new Foreign Resident Capital Gains Withholding (FRCGW) rules
Changes to the Foreign Resident Capital Gains Withholding (FRCGW) rules, effective 1 January 2025 and its impact on Australian Expats.
Mitchell Kelsey
Jan 122 min read

UK Government Change tax landscape for Australian Expats living in the UK: Non-Dom rules changes in 2025
In the blog post, we explore the UK government's move to drastically change the way it imposes tax on Australian Expats living in the UK.
Mitchell Kelsey
Dec 23, 20242 min read

How an Expat Financial Adviser Can Help Manage Foreign Currency Risk
We explore what foreign currency risk is, how it impacts Australian Expats, and how an experienced Expat Financial Adviser can help.
Mitchell Kelsey
Nov 27, 20243 min read

Top 5 Financial Challenges Australian Expats Face and How an Expat Financial Adviser Can Help
We explore some of the most common financial challenges faced by Australian Expats and how an experienced Expat Financial Adviser can help.
Mitchell Kelsey
Nov 27, 20243 min read

Why you should partner with an Expat Financial Adviser
In this article, we explore why you should partner with an Expat Financial Adviser by explaining their expertise, qualifications & services.
Mitchell Kelsey
Oct 16, 20243 min read
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