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…
For US citizens living in Australia, selecting the right investments can be challenging
John Versace
Jan 21, 2019
Selecting the right investments is one of the most important components of any financial strategy. For US citizens living in Australia, this task is more challenging given the additional US tax consequences you will need to navigate. This article looks at the things you should consider.
What US citizens living in Australia need to know about superannuation
John Versace
Jan 07, 2019
Typically, superannuation provides a great low-tax investment environment to help save for your retirement. Unfortunately, superannuation is not covered under the tax treaty between Australia and the US. This makes…
Are Australian Expats prepared financially?
John Versace
Sep 18, 2018
Living and working overseas is on the bucket list for many of us. So when a job opportunity presents itself, you may find yourself jumping at the chance to live an expat lifestyle in a new country
