Fact Sheets

Our Fact Sheets are concise documents, written by our expert Financial Adviser that contain essential information about matters, topics and financial advice for Australian Expats.

Pre-Departure Checklist

A checklist to help you prepare for your departure.

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Guide to the Australian Tax Residency Rules

In this Guide, we’ll help you to understand the current Australian tax residency rules by taking a closer look at the existing 4 tests used to determine tax residency.

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Taxable Australian Property & Non-taxable Australian Property

Understanding the difference between TAP and Non-TAP and how it impacts Australian Expats.

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US Essentials Kit

A Guide for Australian Expats moving to the United States (US).

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General Advice Disclaimer

The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.

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