Australian Expatriate Financial Advice

At Chris Humphrey Wealth Management, we offer wealth management advice and administration for Australian Expats.

Australian Tax for Expats

There may be tax incentives for you to invest (or continuing to invest) in Australia if you are an Australian Expat and a non-tax resident of Australia.

Australian non-tax residents are only taxed on Australian sourced income. However there are exemptions and concessional tax rates applied to this income, which can be taken advantage of. These include tax-free income and concessional taxed income.

Tax Free Income

• Generally capital gains from managed funds and listed shares are tax-free. Non-residents are only subject to pay Capital Gains Tax on gains that arise from 'taxable Australian property'.
• Franked dividends are tax-free.

Concessional Taxed Income

• Unfranked dividends attract tax ranging from 10% to 46.5%. Investment portfolios can be created to avoid unfranked dividends.
• Tax on bank interest is limited to 10%.

Is Australian Income taxable overseas?

Your Australian sourced income might be taxable in the country you are a tax resident of. We do not specialise in overseas tax, however we are happy to work with your foreign accountant or tax advisors.

Expat Financial Advice

Our Australian expats financial planning advice is not just about investment advice. It also includes financial advice covering:

• Estate planning
• Tax returns (if required)
• Personal insurance
• Superannuation advice
• Retirement planning.

Client Reviews

We like to maintain contact with our clients throughout the year. This is not always possible when you are based abroad, but we are happy to make ourselves available for teleconferences and always welcome a visit from you when you are back home in Brisbane, Australia.

For more information, please contact us.