Welcome to my video series, where we explore the key personal finance topics for Australians at home and abroad. If you’ve ever worked in more than one job. If you’ve changed your name and address, chances are you may have a lost superannuation account sitting waiting to be claimed. In this video we’re [...]
Welcome to my video series, where we explore the key personal finance topics for Australians living at home and abroad. Money mistakes – we all make them. Some we’re not going to notice terribly and some may very well bite us in the backside in the future. Today, let’s explore the eight most [...]
Today, we’re talking about withholding tax and what it means for Australian expats in Singapore. What is Withholding Tax? One of the most common misconceptions and myths that we see floating around amongst Australian expats is that if you buy managed funds or Australian shares while you’re a non-resident of Australia for [...]
https://youtu.be/lRLC3uGQbFY Today we’re talking superannuation for Australian expats – the top tips, the tricks and the traps to watch out for. Why Should I Consider My Superannuation? In Australia, we have over $2.5 trillion in our superannuation system. This makes it one of the largest and most efficient pension and retirement systems in the world. [...]
Welcome to my video series where we tap into the key personal finance topics for Australians at home and abroad. Today let’s explore consolidating your superannuation. For many of us we’ve worked in multiple jobs throughout our career and this will likely mean that we’ve got more than one superannuation fund. In fact, nearly 1 [...]
Superannuation can be hard enough if you’re living and working in Australia to keep on top of, let alone if you’re living and working overseas as an expat. Two of the most common things that I face when working with our Australian expat clients is either: They ignore the whole thing and figure that they’ll [...]
“Success is where preparation meets opportunity” - Bobby Unser You’ve made the shift to Singapore from Australia, and you’ve now officially joined the ranks of being an Australian expat. You’re quickly making new friends on this little red dot, travelling around the region, experiencing new cultures and wondering why you didn’t make the move sooner, [...]
Many of our clients often hold both Life and Total & Permanent Disability Insurance inside their superannuation funds, as is often the case for Australian expats. The issue with this for many is that the insurance became invalid when they changed their country of residence, which they would often only discover at the point they [...]
An account-based pension allows Australians to start drawing their superannuation as a regular income stream to support their retirement lifestyle. There are often a range of options when it comes to accessing your superannuation at retirement, whether as a lump sum or as an income stream, and it’s important to consider the implications of both. [...]
Superannuation is Australian’s retirement savings vehicle, and one of the largest and most advanced in the world. For anyone currently working in Australia, their employer will make a mandatory contribution of 9.5% into their chosen superannuation fund. This is imposed under the Superannuation Guarantee Laws in Australia to ensure that every Australian is regularly saving [...]
