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Expat Financial Planning

What should expat US taxpayers consider as the end of the US tax year approaches?

John Versace

Nov 14, 2023

The end of the US tax year (31 December) is fast approaching. If you’re a US citizen living in Australia or an Australian living in the US, it’s essential you…

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5 reasons to consider investing in Australian shares and listed investments while living in Dubai

Emily Lanciana

Aug 30, 2023

As an Australian living in Dubai, you may be wondering what your options are when it comes to investing any surplus cash. Of course, you have options to invest locally,…

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Can I get US social security if I retire in Australia?

John Versace

Aug 17, 2023

As with most countries, there are restrictions on accessing social security outside the country, but they are not as onerous as you might think. US expats and Australians who have…

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What are the tax implications of working overseas as an Australian expat?

John Versace

Jun 26, 2023

Summary The tax landscape for expats can be complex. You need to understand your tax residency status before making any financial moves, which can be complicated. Remaining a resident of…

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Advice for expats moving home to Australia

John Versace

Jun 30, 2022

Recently, I joined Insync Network Group’s Margot Andersen on her Boomeranging podcast to discuss current trends, pitfalls and common misconceptions when moving back to Australia. Moving home can take some…

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Returning to Australia with a US Green Card

John Versace

Jun 14, 2022

For many Australians who are or want to live and work in the US, obtaining a Green Card is the ultimate goal. And it can certainly make life easier while…

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Managing the financial aspects of divorce as an expat

John Versace

Apr 27, 2022

No matter your life circumstances, navigating the financial aspects of a divorce can be challenging, particularly when emotions are running high. However, there can be several added layers of complexity…

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Returning to Australia with US taxes

John Versace

Jun 04, 2021

Many Aussies will obtain a green card or US citizenship to provide certainty that they can stay or return to the US at a later date. However, the United States…

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Tips to navigate property ownership for Australian expats

APT Admin

Dec 10, 2020

Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are…

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How to manage assets and currency transfer as an expat

John Versace

Oct 22, 2020

Working with expats in many countries across the globe, we are frequently asked about the best way to manage transferring assets or large sums of money across borders. When and…

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Aussies in the US: What to consider when building assets

John Versace

Jul 02, 2020

Determining where to build your assets and invest your money is a key decision for any expat. For Aussies living in the US, currency fluctuations and tax implications can have…

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How to prepare for the move back to Australia

John Versace

May 29, 2020

Current circumstances have many expats thinking about whether it’s time to move home. Whenever you decide to make the move, it requires careful planning. We work with expats across the…

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