Wealth & Personal Finance Tips

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5 insurance policies you will need to review when moving overseas

life insurance moving overseas

You don’t want to under-insure yourself but at the same time you don’t want to over-insure yourself (and pay too much money in annual premiums).  When moving overseas, there are five insurance policies you will want to check, change, review or take out.  We summarise them below.

australians living overseas

5 Financial Myths Australians Living Overseas Believe

In this article we dispel some of the common financial myths that many Australians living overseas believe. 5 Financial Myths That Many Australians Living Overseas Believe Myth 1: Australians living overseas don't need to file a tax return…
2017 Australian federal budget - implications for Australian expats

2017 Australian Federal Budget - Implications For Aussie Expats

The 2017 Australian Federal Budget has been released, so we've scanned the documents and summarised some of the key implications for Australian expats.  In short, there are a number of negatives for Australians living abroad. Investment…
offshore savings scheme

Review of one "Offshore Savings Scheme" marketed to Australian expats

A few months ago, one reader of The Australian Expat Investor shared with me some material on a "tax effective" offshore savings scheme that was being marketed to her.  While I understand that there are worse products being pushed by "financial…
offshore investment schemes

How to Protect Yourself From Dodgy Offshore Investment Schemes

Expats (particularly those working in low-tax or high salary jurisdictions), are often the targets of sales people spruiking tax effective offshore investment schemes or tax effective offshore pension funds.  In some circumstances they are…
investment strategies for Australian expats to save for retirement
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5 investment strategies for Australian expats to save for retirement

Without the safety net of compulsory superannuation contributions by their employer, many Aussie expats struggle with determining what is the best way to save for retirement while living overseas.  Here are five ideas for Australian expats…
enduring power of attorney australian expats
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The benefits of appointing an enduring power of attorney before moving overseas

An enduring power of attorney can be a very useful document for Australian expats to put in place either before they leave Australia or while overseas.  An enduring power of attorney is not only designed to enable someone else to manage your…
Australian Will, international will, expat, moving overseas
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Is your Australian will valid when moving overseas?

Moving overseas is an important time to consider putting in place a will or updating your existing Australian will.  But, is your Australian will valid when moving overseas?  Here is some useful information for Australian expats.   This…
retiring overseas retire early
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Retiring Overseas : How to stretch your retirement savings without compromising your lifestyle

Many Australians are now attracted to the thought of retiring overseas as a way to make their retirement savings go further.  Martin is one such person considering the move.  He shares his thoughts as well as explaining how retiring overseas…
Manage Your Financial Affairs From Abroad Australia

8 Tools To Manage Your Financial Affairs From Abroad

Technology provides the ability to remotely manage your financial affairs in Australia from abroad easy.  In this article, Jason discusses the essential digital tools for Australian expats. This article has been provided by Jason Wong. …
international social security agreements and their impact on the Australian pension
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International social security agreements and how they impact your pension

Governments seek to share the burden of social security support for people who have lived and worked in more than one country via the use of International Social Security Agreements.  Whether you are retiring overseas or in Australia, the International…
am i entitled to an australian pension while retiring overseas, retiring abroad
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Am I entitled to an Australian pension if retiring overseas?

Many Australians are now considering retiring overseas to make their retirement savings go further.  However are you aware how retiring overseas can impact your rights to the Australian pension? Before discussing this topic further, social…
new years financial resolutions

New Years Financial Resolutions For A Wealthier 2017

At the start of every year, I look back on what I achieved the previous year and what I want to achieve in the upcoming year - not just financially but in all aspects of my life.  This year is no different.  Here are some ideas for your new…

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