Retire Right 403 Living, moving or want to retire overseas? investing, super and tax as an Aussie expat
Jan 14, 2026
Brett Evans, founder of Atlas Wealth, is an expert in financial advice for Australian expats. He discusses crucial tax implications of living abroad, including residency rules and Australian-sourced income reporting. Brett dives into superannuation and pensions, detailing how they are affected by overseas living. He emphasizes choosing a destination based on lifestyle rather than tax, and shares insights on estate planning and keeping an Australian bank account. Brett also previews his new book, The Expats Handbook, designed to guide expats through their journey.
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Define Your Expat Financial North Star
- Do define your "North Star" before buying assets overseas and reverse-engineer a simple financial plan around it.
- Brett Evans warns that impulsive buying abroad often creates tax and management headaches later.
When You Can Skip Australian Tax Returns
- You generally don't need to lodge an Australian tax return while non-resident unless you have Australian-sourced income.
- Use a quick nil lodgement advice on myGov each year to avoid future issues with the ATO.
Declare Overseas Income For HELP Repayments
- If you have a HELP/HECS debt and move overseas, declare foreign income on your Australian return and expect repayments based on Australian thresholds.
- Set up an ATO payment plan if you can't pay immediately.
