YOUR FINANCIAL JOURNEY
Advice on Relocating to Australia.
RETURNING TO AUSTRALIA
Are you moving back to Australia after years abroad and need guidance on the best financial plan?
After spending several years in the US, our clients were returning to Australia to be closer to family and friends. They sought advice on managing overseas assets, including property, shares, and in their case 401k pension plans. A meeting with our advisers can help you understand the financial implications and help you plan for your future upon your return to Australia.
Key questions include:
- How do you re-establish yourselves financially in Australia?
- What are the tax complexities, and what taxes would we incur if you sold your US assets?
- If you retain your US assets, how should you manage them, and are there specific tax complications?
- What happens to your 401k pensions?
- Are there recent changes to tax and superannuation laws in Australia you should know about?
- How do you start planning to fund your children’s education?
- What are the suitable investment options for your surplus funds?
After your meeting you will have clarity on:
- Reviewing and gaining confidence of your financial strategy and your lifestyle choices.
- Accessing our specialist international tax experts and accountants for optimal outcomes.
- Managing assets across jurisdictions and understanding ongoing tax obligations.
- Integrating 401k pensions into a broader Australian-based retirement strategy.
- Planning for future education costs.
- Navigating the Australian tax and investment landscape with confidence.
- Developing a clear investment strategy for your surplus funds.
