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
Heading abroad.
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
