01
Departure timing changes everything
Whether you leave before or after 30 June - the day, the week, the financial year - alters residency status, what's included in this year's return, and which CGT events fire.
For Australians heading abroad
Pre-departure tax planning
Get the tax part right, before you go.
Most of the cost of getting expat tax wrong is paid before you leave - in decisions made in the wrong order, on the wrong day, with the wrong election. Pre-departure planning is the single highest-value engagement we run.
§ 01
Who this is for.
You've signed a contract, or you're considering one. There's a date in the diary. Property, super, ESS, maybe a family business, maybe a partner who'll come later, maybe a HECS debt to think about. Right now feels like the calm before the move. From a tax perspective, this is the most important window of the entire expat journey.
§ 02
The problems we see, again and again.
02
CGT event I1 and the assets you keep
Australian shares, managed funds, offshore holdings: choosing to disregard the deemed disposal or trigger it changes your tax base for years to come.
03
Your main residence - keep, rent, or sell?
The PPOR absence rule, the six-year rule, and the 2019 non-resident main-residence exemption changes can each move six-figure outcomes. Get the strategy right before the plane leaves.
04
Superannuation strategy while non-resident
Last-chance contributions, contribution rules whilst overseas, SMSF residency risks, the interaction with whatever pension scheme you join overseas.
05
Treaty positioning and host-country tax
Where you'll be tax-resident, when treaty tie-breakers apply, withholding tax on Australian-sourced income. We coordinate with our overseas network for the host-country side.
06
Money movement, Medicare, private health
How to move funds, what happens to Medicare, when private health stops counting toward the surcharge, what to do with HECS/HELP.
§ 03
How we help.
01 / 06
Outbound Expat Tax Consultation (Pre-departure planning)
Mapped to your circumstances - not a generic checklist - with a complimentary follow-up after you've digested the advice.
02 / 06
Residency status and exit timing
Written advice on when, and how, to step out of the Australian tax system.
03 / 06
CGT and main-residence strategy
I1 elections, six-year rule planning, structuring of disposals.
04 / 06
Super and offshore pension interaction
Contributions, SMSFs, foreign pension funds - all under one strategy.
05 / 06
Treaty positioning
Where you'll be tax-resident, what that means for income from each source.
06 / 06
Money, Medicare, HECS
The practical stuff that gets forgotten until it bites.
We modelled three scenarios for our departure. The advice paid for itself many times over - and we left without surprises.Carla & Jamie B. · Sydney → London · Outbound Expat Tax Consultation (Pre-departure planning)
Plan it properly.
Don't leave the country and ask questions later. A single consultation, before you go, can save more than the cost of every Australian tax return you'll ever file.
Book an outbound expat consultation
