Estate planning for UK expats living in Australia: Navigating cross-border complexity
Toby Simpson
Aug 15, 2025
For UK expats living in Australia, estate planning can be a complex proposition. It means navigating two tax regimes, two sets of legal systems and the nuances of cross-border asset…
What you need to know about US vs Australian tax rules before moving or investing
John Versace
Aug 08, 2025
Whether you’re relocating, retiring or investing across borders, navigating the tax systems in both Australia and the United States can be rather complex. The differences are significant, and without…
Estate Planning for Expats: A Practical Guide
Dermot Reiter
Jul 28, 2025
Estate planning is always important. It’s about ensuring your intentions are clear and your loved ones are protected. When you’re living abroad, estate planning becomes more complex, but also even…
What is a deemed disposal?
Emily Lanciana
Apr 10, 2025
Deemed disposal is a unique facet of the Australian tax system that treats your assets as disposed at their current market value when you become a non-resident for tax purposes,…
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…
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,…
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…
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…
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…
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…
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…
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…
