Service 03 / 07 · Planning

Australian Expat Tax Planning
Moving Overseas or Returning Home

Australian expat tax planning before moving is often the single most valuable tax advice an expatriate will ever receive. Decisions made before leaving Australia or returning home can affect residency status, capital gains tax, superannuation, treaty outcomes, wealth-creation opportunities, tax traps and future tax liabilities for years to come. Planning ahead of the move, is the single highest-value strategy that you can undertake.

Book a planning consultation See what we cover

§ 01

Who this is for.

Whether you're leaving Australia or coming home, the window before you move is where the real money is made and saved. Residency status, exit or re-entry timing, what happens to each asset, superannuation strategy, treaty positioning and the practical mechanics of money movement are all easier (and cheaper) to get right in advance than to fix afterwards.

This service covers both directions: in-depth pre-departure planning for outbound expats, and repatriation planning for Australians returning home. Mapped to your circumstances, not a generic checklist, with a complimentary follow-up once you've had time to digest the advice.

§ 02

What this covers.

Timing changes everything

Whether you move before or after 30 June, the day, the week, the financial year, alters residency status, what falls into this year's return, and which CGT events fire.

Every asset needs a decision

Australian shares, managed funds, property and offshore holdings each need a keep, sell or restructure call - made before the move, not after.

Superannuation strategy while away

Last-chance contributions, contribution rules as a non-resident, SMSF residency risk, and the interaction with whatever scheme you join overseas.

Treaty positioning from day one

Where you'll be tax-resident, when tie-breaker rules apply, and the withholding on Australian-sourced income - set up correctly from the start.

Repatriation has its own traps

Coming home, re-establishing residency, the cost-base reset on foreign assets, and bringing funds back efficiently all need planning before you land.

The practical stuff that bites

Money movement, Medicare, private health and the surcharge, HECS/HELP - the details that get forgotten until they cost you.

§ 03

How we help.

01 / 05

Outbound pre-departure planning

A full strategy before you leave: residency, timing, assets, super and treaty - mapped to your move.

02 / 05

Returning-home repatriation planning

Re-entry timing, foreign asset treatment, cost-base resets and efficient money movement, planned before you arrive.

03 / 05

Residency status & exit/entry timing

Written advice on when, and how, to step out of - or back into - the Australian tax system.

04 / 05

Super & offshore pension interaction

Contributions, SMSFs and foreign retirement schemes brought under one coherent strategy.

05 / 05

Complimentary follow-up

A free follow-up call once you've digested the advice and the real questions surface.

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 · Pre-departure planning

Plan it before you move.

Don't leave, or arrive, and ask questions later. A single planning consultation, at the right time, can save more than the cost of every return you'll ever file.

Book a planning consultation