Expat Tax Services

Specialist Australian tax services for Australian expatriates

Tax residency and tax implications for expat Australians

To understand your tax situation, all Expat Australians must first work out if they are Australian or foreign residents for

The 6-year rule: tax advantages for expat Aussies renting out their principal residence

It’s a six-year itch in a good way. Australians know their main (principal) residence is exempt from capital gains tax

Expat Australians must now pay back student loans

In January last year, New Zealand police detained a man at Auckland airport for not paying his student loan. Ngatokotoru

Preparing to move overseas

Every year, thousands of Australian residents pack up their belongings to start a new life overseas. For some this move
  • Tax residency and tax implications for expat Australians 26 Apr, 2017 Posted in: All - To understand your tax situation, all Expat Australians must first work out if they are Australian or foreign residents for tax purposes. Generally, if you are a resident of Australia, leaving or intending to leave the country temporarily and do not plan to set up ...
  • The 6-year rule: tax advantages for expat Aussies renting out their principal residence 19 Apr, 2017 Posted in: All - It’s a six-year itch in a good way. Australians know their main (principal) residence is exempt from capital gains tax (CGT). If you sell your home, any money you make from capital appreciation is not taxable. Most people think if they move out of their ...
  • Expat Australians must now pay back student loans 10 Apr, 2017 Posted in: All - In January last year, New Zealand police detained a man at Auckland airport for not paying his student loan. Ngatokotoru Puna was a maths teacher and father of five from the Cook Islands. He took a student loan to study in Auckland more than ten ...
  • Preparing to move overseas 3 Apr, 2017 Posted in: All - Every year, thousands of Australian residents pack up their belongings to start a new life overseas. For some this move is only temporary (1-2 years), while for others it’s a permanent change. However, before you book your one-way tickets, there are a few things you ...
  • 4 big challenges faced by expat partners 28 Mar, 2017 Posted in: All - So, your partner’s scored an amazing job offer. The problem is, it’s in a country far from home. You don’t want to hold him/her back, but you’re also anxious. What will following your partner overseas mean for you? Here are some challenges you might face ...
  • Tax rules to change for expats in the UK 18 Mar, 2017 Posted in: All - If you’re an Australian living in the UK, there are some important things that you need to know. From 6th April 2017, there are some new regulations coming into effect that may change the way your tax is calculated and could impact on how much ...
  • Where are the world’s lowest tax rates? 11 Mar, 2017 Posted in: All - If you’re in the process of choosing a new home you might take a look at these low-taxing nations. It’s a great strategy to maximise wealth. But don’t let the tax rate define your ultimate decision, though. There’s many other factors you need to consider ...
  • transfer money home Tips for sending money home to Australia 27 Feb, 2017 Posted in: All - When you are living and working overseas as an Australian expat, there are many circumstances under which you may want to send money home to Australia. Here are a few things you should keep in mind. Make sure your money is secure This is by ...
  • life insurance Are You Covered? Trauma & Life Insurance for Aussie expats 17 Feb, 2017 Posted in: All - Life insurance and trauma insurance: for many ordinary Australians, it just makes sense. And for expats, it could be nothing short of a must. As we mature and fulfil our lives with family and financial responsibilities, it’s prudent to have something in place as back ...
  • tax return Do I need to lodge a tax return while living overseas? 13 Feb, 2017 Posted in: All - This seems like an easy question that should come with a yes/no answer, but of course, that’s not the case because we’re talking about tax and with tax, nothing is ever simple! Am I an Australian tax resident? The first step is to determine whether ...
  • passenger cards Aussie expats: pay attention to those passenger cards! 6 Feb, 2017 Posted in: All - As an Aussie expat, there are plenty of things you need to consider. But one thing about expat life that is commonly disregarded or not given enough attention is the outgoing and incoming passenger cards. We’re talking about that document that passengers fill out when ...
  • banking tips for Aussie expats Banking Tips For Aussie Expats 31 Jan, 2017 Posted in: All - As a new expat, there are plenty of things to think about. You’ll need the right visa or permit, a job, somewhere to live, family arrangements to make, insurance and health care to think about, culture shock, mobile phones, the logistics of the move itself, ...
  • expat tax advice 3 ways to ensure great expat tax advice 25 Jan, 2017 Posted in: All - Successfully navigating your transition from a comfortable resident of your home country to an expat is notoriously difficult to do alone. So if you’ve made the decision to seek some expert advice, that’s a great first step to ensuring you get on the right track ...
  • returning home 4 financial considerations of returning home 13 Jan, 2017 Posted in: All - Of course, not all Australian expats return home, but many see their overseas forays as an extended adventure and eventually want to enjoy our excellent lifestyle again. So as an Aussie, you can definitely come home. But while slipping back into the Australian lifestyle might ...
  • 5 common expat financial mistakes to avoid 7 Jan, 2017 Posted in: All - Becoming an expat is an ever more popular way to turn your entire life upside down with an all-encompassing adventure. But it’s also an easy way to get it all wrong with your money and be left in serious trouble. So here are some common ...
  • become an expat About to become an expat? 3 Jan, 2017 Posted in: All - You’re about to become an expat and you’ll soon relocate overseas. It’s a new year, a new job and a new country. As exciting as the prospect of becoming an expat is, there’s sure to be a part of you that’s apprehensive. You’re leaving behind ...
  • Compulsory HECS Repayments by Expats 31 Dec, 2016 Posted in: All - For 26 years, Australians who moved overseas could avoid paying off their university debts. However, as of July 1, 2017 that will no longer be the case. All Australian university graduates living overseas will have to make compulsory HECS repayments to after they have generated ...
  • australian property Australian property – 3 reasons expats should consider 14 Dec, 2016 Posted in: All - So you’re about to become an Australian expat – congratulations on your impending adventure! But when it comes to the Australian property market, should you really be cutting all your ties, even though you’ll be living overseas for the foreseeable future? We think not. Of ...
  • negative gearing Negative gearing your investment property while living overseas 8 Dec, 2016 Posted in: All - Investing in property is an investment in the future. The property market in Australia is skyrocketing, and with record low interest rates, now is a good time to buy. If you are an expat looking to invest in an Australian property, there are a few ...
  • expat tax traps Avoiding expat tax traps 30 Nov, 2016 Posted in: All - For many young Australians, going overseas to work for an extended period of time after graduating is almost a right of passage. It provides you with a chance to see the world, achieve independence, go on an adventure and gain valuable work experience. Every year, ...
  • 15 ways to lose Australian tax residency status 24 Nov, 2016 Posted in: All - One benefit of becoming an Aussie expat is that moving to your new country could have significant tax benefits. But before you can reap the benefits of a lower taxing country, you’ll need to convince the Australian government that you are no longer regarded as ...
  • renting out your home while working overseas Tax advantages of renting out your home while working overseas 16 Nov, 2016 Posted in: All - Do you own a home in Australia but are about to move overseas for work? If you find yourself in this situation, you are probably in the process of deciding whether you should be renting out your home while working overseas. The good news is ...
  • Common deductions for expat fly in fly out workers 11 Nov, 2016 Posted in: All - Expat fly in fly out workers fall under different tax laws and regulations to your normal expatriate, and by not knowing this, you might be missing out on a host of savings through deductions you may not know you’re eligible for. Overseas forces I’ve you’ve ...
  • common tax questions for Aussie expats A few common tax questions for Aussie expats 2 Nov, 2016 Posted in: All - Life as an expatriate can be exciting and a true adventure – but that’s not to say it’s straightforward. That is particularly true for Aussie expats from a tax perspective, as it can be difficult to know exactly what to do to seamlessly hop between ...
  • best apps and websites for Australian expats The best apps and websites for Australian expats 26 Oct, 2016 Posted in: All - Moving overseas and about to become an Australian expat? Then make sure you have these apps on your phone before you go. They will make your life easier and potentially even save you money! Skype Many of us already use Skype from our laptops, but ...
  • sending money back to australia Sending money back to Australia – tips and tricks 13 Oct, 2016 Posted in: All - When sending money back to Australia, there are a variety of things you should be aware of before proceeding with a transaction. Depending on the type of money, and the size of the sum, different taxation laws and fees will apply. Being aware of this ...
  • Leaving Australia to work overseas? Here are some tax issues you need to consider 6 Oct, 2016 Posted in: All - There are a lot of things to think about when you move overseas, and to help you tackle those admin-related tasks, we’ve come up with a checklist of things you should take into consideration before you get on the plane. Renting out your Australian home ...
  • costs of expat living The ‘hidden costs’ of expat living 28 Sep, 2016 Posted in: All - Moving and living abroad as an expat is regarded by most who take the plunge as nothing short of an adventure. But that’s not to say it’s a decision that is to be taken lightly. To do it right, you’ll need to plan well from ...
  • cost of living Figuring out the cost of living overseas 23 Sep, 2016 Posted in: All - The cost of living when moving overseas can certainly be expensive, and even more so if you don’t plan efficiently. Becoming an expat in a foreign place is daunting enough without having to worry about money issues. The best way to avoid any money related ...
  • Expats and bank accounts Expats and bank accounts: what to consider 14 Sep, 2016 Posted in: All - Expats and bank accounts, the options can be confusing. When you go on a holiday overseas, a bank or credit card that works anywhere in the world is typically all that you need! But if you’re going overseas to work or live, it’s a slightly ...
  • Key differences for Australians moving to the United States 6 Sep, 2016 Posted in: All - So, you’ve done it. You’ve committed to the move to the USA: for the adventure, for the fun, for the money, for whatever reason. You’ve got your visa issues handled, and now you’re looking into what else you’ll need to adjust before migrating to the ...
  • Student HELP Debt Loophole Student HELP debt loophole closed to Aussie expats 31 Aug, 2016 Posted in: All - Living overseas used to be a way for Australians to take advantage of an unintended student HELP debt loophole and legitimately avoid repaying their HECS/HELP debts – interest free loans offered by the federal government to fund higher education studies. But this little bonus for ...
  • How expats can avoid property buying hurdles 10 Aug, 2016 Posted in: All - With the unrest in Europe, many Australian expats are looking to return to Australia. Expats who are seeking to buy a residence in Australia though are finding that tougher lending guidelines are a restriction. However, expats with Australian rental property may be better off. Australian ...
  • preparing your children for a move overseas Preparing your children for a move overseas 4 Aug, 2016 Posted in: All - Becoming an expat in a new land can be stressful, and even more so if you are preparing your children for a move overseas. You might worry about how your children will fit into their new environment, if they will make friends and whether they ...
  • moving overseas 3 ways to make moving overseas less stressful 29 Jul, 2016 Posted in: All - The overseas move you’re about to embark on marks a new and exciting phase in your life. Yet making sure everything is in order before the move, then trying to settle in and adjust to a new house, job and language in a completely different ...
  • aussie expats 4 key financial issues for Aussie expats 22 Jul, 2016 Posted in: All - Leaving Australia to become Aussie expats? It’s just a matter of packing your bags and making sure you have a few dollars in your pocket, right? Not quite. As a soon-to-be Australian expatriate, you have a lot to think about and plan, and much of ...
  • questions expats need to ask 3 important questions expats need to ask before moving 12 Jul, 2016 Posted in: All - It’s an exciting time. You’re about to start an adventure. Soon you’ll be working overseas as an expat. But before you go, there’s 3 important questions expats need to ask before relocating overseas. Under Australian law, if you and your family are relocating to another ...
  • expat investors New investment scheme open to expat investors 28 Jun, 2016 Posted in: All - New tax incentives for Australian and expat investors are to be introduced in Australia. These will give significant tax breaks to expats looking to invest in an Australian start-up business. These new legislation changes were announced by the Australian government in Canberra recently. The draft ...
  • learning a new language Top 5 tips for learning a new language as an expat 21 Jun, 2016 Posted in: All - Living and working in a foreign country offers a myriad of new experiences including learning a new language. In many countries, it’s surprisingly easy to live for years and years speaking only English. But, to get the most out of your experience, try familiarising yourself ...
  • How to get financial help as an expat 9 Jun, 2016 Posted in: All - Just because you’ve moved from Australia doesn’t mean you won’t need some help and advice about your tax returns and financial situation any more – in fact, you will probably need that sort of advice even more! That’s because while you are well accustomed to ...
  • Culture immersion – from expat to local citizen 2 Jun, 2016 Posted in: All - Moving to a foreign country is a big deal. You have to go through a lot of admin, like your Australian tax return and paperwork, just to get there, and then settling in can be a challenge, especially if you have children. It’s so easy ...
  • Don’t fall into an expat tax trap 26 May, 2016 Posted in: All - Life as an Australian expat certainly has its benefits, as anyone who has travelled extensively or worked abroad and exposed themselves to different cultures and adventures will tell you. It might also make great financial sense, and have a range of legitimate tax benefits that ...
  • move abroad Start your move abroad with these 4 tips 20 May, 2016 Posted in: All - Making the bold decision to leave your home country to re-settle overseas is as scary as it is exciting. But because life really begins when you step out of your comfort zone, here are four financial tips to help you start your adventure on the ...
  • mistakes expats make with their Australian tax return 5 mistakes expats make with their tax returns 12 May, 2016 Posted in: All - If you’ve made the exciting move from Australia to foreign shores, you’re probably enjoying learning all about your new home and having interesting cultural experiences. But as well as all the fun, there are many practicalities you need to consider, including filing your Australian tax ...
  • How to find the perfect apartment overseas 6 May, 2016 Posted in: All - So you’ve decided to pack your bags and move away from Australia. Congratulations! Wherever in the world you’re planning on heading to, you’re going to need a place to live, and unless your employer has already got this sorted out for you, you’ll need to ...
  • Tips for home schooling your children when living as an expat 26 Apr, 2016 Posted in: All - Aside from concerning yourself with your Australian tax return while you’re living as an expat overseas, you may also need to think about school for your children. A large number of Australian expats choose to home school their children when they move overseas. It helps ...
  • 3 attractive destinations for Aussie expats 20 Apr, 2016 Posted in: All - For many Australians who are part of the daily grind in one of our crowded cities, the thought of moving overseas and starting afresh can be tempting. A big move to a new, exciting country you are unfamiliar with can be scary, yes. It can ...
  • Building wealth as an expat Building wealth as an expat 29 Mar, 2016 Posted in: All - You’ve made a choice to work overseas, but no one said that you had to forgo your right to strive for great wealth. In fact, living the expat life can be made more extraordinary with a good income stream. Let’s take a look at some ...
  • Interesting facts about expat life Interesting facts about expat life 22 Mar, 2016 Posted in: All - A recent survey of over 14,000 global expats has revealed some interesting facts about expat life and living away from your home country. The survey, conducted by Munich-based InterNations, went to over 1.5 million of its members in over 390 cities. They asked their expat ...
  • Common issues that expats shouldn't ignore 3 issues expats should not overlook 16 Mar, 2016 Posted in: All - Common issues that expats shouldn’t ignore When preparing to leave Australia and become an expat, there are many things you need to consider. From figuring out what to do with your belongings to learning how to handle your Australian tax returns and working out your ...
  • Owning Australian investment property Owning Australian investment property 8 Mar, 2016 Posted in: All - Owning Australian investment property as an expat can be a great way of accumulating and growing wealth! No matter how far and wide we travel, owning that great Australian beachside property back home in Oz might be a dream that never leaves us. So now, ...
  • expat etiquette Preparing for expat life: expat etiquette 7 Mar, 2016 Posted in: All - Expat etiquette Moving overseas can be one of life’s most exciting and fulfilling adventures. You are leaving what you are used to and embarking on an adventure into the unknown. What will the culture be like? How about the food . . . what will ...
  • Thinking of moving to Australia and starting a business Thinking of moving to Australia and starting a business? 4 Mar, 2016 Posted in: All - Thinking of moving to Australia and starting a business? If the answer is “yes”, there are a few important points you need to consider first. As well as having a sound business plan that covers all areas of your new venture, you should ensure you’re ...
  • Can I move my business overseas Can I move my business overseas? 24 Feb, 2016 Posted in: All - Can I move my business overseas is a question that we hear from time to time. There are a few circumstances that might make you want to up your sails and take your business overseas. Your business could be growing and have a global reach, ...
  • expat etiquette Preparing for expat life: documents 20 Feb, 2016 Posted in: All - Sorting your documents For expats preparing to head overseas, there’s a million things to do and so it’s very easy to forget about getting your personal, historical documents together. It’s an important step, because invariably, at some point soon after you land in your new ...
  • Budgeting for expat life Preparing for expat life: budgeting 12 Feb, 2016 Posted in: All - Budgeting for expat life is just as important as it was when you lived and worked in Australia! Once your big move overseas has happened, and you are slowly settling into expat life in your destination of choice, it can be easy to forget that ...
  • Lunar New Year 2016 - the Year of the Monkey Lunar New Year 2016 8 Feb, 2016 Posted in: All, Image - Lunar New Year 2016 – Chúc Mừng Năm Mới To all of our clients, colleagues, and friends based in Vietnam & abroad We wish you all a very Happy New Year – we hope everybody has a fun and happy break over Tet, and that ...
  • Preparing for expat life Preparing for expat life: moving 19 Jan, 2016 Posted in: All - If you’re planning to go overseas and become an expat, there are a number of things you need to sort before making your big move, including preparing for expat life. Often the first thing that comes to mind is getting your Australian tax returns and ...
  • Tax and investments for Australian Expats Financial planning for Australian expats 4 Jan, 2016 Posted in: All - Financial planning for Australian expats – it’s just so important, perhaps even more so than for Australian residents! Aside from the sheer adventure of living and working overseas, working as an expat can be a great way to grow your wealth. And if you’re working ...
  • Happy New Year 2016 31 Dec, 2015 Posted in: Video - To all of our clients and colleagues, We wish you all a very Happy New Year for – we hope the new year brings you all good health, happiness and much success, for 2016 and beyond! From all the Team at Expat Tax Services
  • complexity of Australian tax residency Complexity of Australian tax residency 29 Dec, 2015 Posted in: All, Image - As Australians, we love to travel. We pursue adventure, work, fun, love, and life on every corner of Earth.As an Australian citizen, you may intend on returning to the land of Oz after your travels and plans may change once you fall in love with ...
  • Only 5 sleeps until the hairy, jolly man arrives! 20 Dec, 2015 Posted in: Video -
  • tips for finding expat accountants 5 tips for finding expat accountants 19 Dec, 2015 Posted in: All - A good accountant can be a huge economic (and emotional) benefit when you’re on home turf. When you’re overseas, finding that perfect accounting firm can be even more important. Unfortunately, being an expat means that the task of finding an accountant that you can trust ...
  • Less than 2 weeks to Christmas 2015 16 Dec, 2015 Posted in: Video -
  • Australian expats to repay HELP debts Australian expats to repay HELP debts 15 Dec, 2015 Posted in: All -
  • Happy Thanksgiving from the team at Expat Tax Australia 27 Nov, 2015 Posted in: Uncategorized -
  • ATO targets visa holders 4 Aug, 2015 Posted in: Uncategorized -
  • Uber takes on the Australian Taxation Office 3 Aug, 2015 Posted in: Standard -
  • Expat Tax Services – Our re-branding 27 Jul, 2015 Posted in: Standard -
  • Addictive Nature of Expat Life 9 Feb, 2010 Posted in: Quote -
  • Thanks Mr Rudd! – Aussie expats face huge tax bills – Singapore 8 May, 2009 Posted in: Standard -