Expatriate Financial Advice

Whether you are an Australian expatriate living abroad, a skilled migrant living in Australia, or endeavouring to obtain a Significant Investment Visa (SIV) from a financial planning perspective it is paramount that expats understand how they will be taxed on their Australian and overseas passive and investment income so that they can take advantage of the unique financial planning opportunities that are available to expats.  It is also vital that expats understand how to maintain their favourable tax regime. 

Humphrey Partners can work with your advisers throughout the globe to deliver the best overall outcome for you. 

Our financial planning offering extends beyond investment advice.  It includes:

  • Tax planning and the preparation of Australian tax returns
  • Estate planning 
  • Superannuation advice
  • Retirement planning
  • Personal insurance

Ideally you should contact us before you leave or arrive in Australia, although late advice is better than no advice.

For our advice offering that is relevant to your situation, please refer to our Australian expatriate, skilled migrant or significant investment visa pages.

Please note that our financial advice relates to Australian financial products and services. As we are not licensed to provide advice in foreign jurisdictions, you must have an Australian address, agent or attorney to which we can direct any advice.

" I have been very impressed with the service that Chris Humphrey has supplied. He was able to take my complicated tax and insurance situation and provide a clear and concise investment strategy. The personal service that Chris has given me has been greatly appreciated. "

Michael Oberhardt - Principal Geologist at Arrow Energy