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…
Financial planning for moving overseas: What you need to prepare
Emily Lanciana
Jun 27, 2025
Relocating overseas can open the door to exciting new opportunities personally, professionally and, of course, financially. But before you book your one-way ticket, it’s important to think beyond the logistics…
What should expats consider when it comes to employee share schemes?
John Versace
Jul 29, 2024
Offered in various forms, employee stock ownership plans (ESOP), stock options, restricted stock units (RSUs) and employee share purchase plans (ESPPs) offer opportunities to invest in the success you’re ultimately…
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…
The investment tax-trap expat US taxpayers need to know
John Versace
Nov 08, 2023
Whether you are an Aussie living in the US, or a US Citizen in Australia, managing your finances can be tricky, especially when it comes to the tax treatment of…
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…
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…
Common Australian financial strategies that can complicate US taxes
John Versace
May 31, 2022
You may hear your Australian friends talking about their financial strategies and wonder if you should be considering doing the same. However, if you are a US taxpayer living in…
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…
COVID-19: Tips for Australian expats living in the US
John Versace
Apr 01, 2020
The COVID-19 pandemic has caused significant disruption to economies and markets, with the flow-on effects impacting finances for many individuals. For those living overseas, it can be an even more…
Aussie expats in the USA: What you need to know
John Versace
Jul 25, 2019
The US has always been a popular destination for Australian expats. Whether it be for career opportunities, following a loved one, or in search of a change in lifestyle, thousands…
