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719 expat q&a (super, health insurance, property, tax, dual citizenship, repatriating + more)

May 6, 2024
Financial adviser James Ridley joins the podcast to discuss topics such as super contributions while overseas, investing in Australia vs overseas, tax residency considerations, dual citizenship, health insurance for expats, repatriation, and more. The conversation delves into the intricacies of managing finances as an expat and offers valuable insights for Australians living abroad.
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ADVICE

Transferring UK Pensions

  • Transferring a UK pension to Australian super is possible after age 55.
  • The process involves QROPs and has contribution limits.
ADVICE

Negative Gearing and Property Overseas

  • If moving abroad for 2-5 years, carefully assess if you can cover negative gearing costs.
  • Selling a property while a non-resident can have significant tax implications.
ADVICE

Shares vs. Property for Expats

  • Shares are easier to manage than property when moving overseas.
  • Deemed disposal helps reset the cost base for shares upon becoming a non-resident.
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