Returning to Australia

Guide to taxation

As an expatriate, your clients financial plans will need to be flexible enough to meet changes in lifestyle, such as becoming tax resident in Australia.

Careful planning can help your clients boost their finances by preventing tax eroding their savings and investments unnecessarily, but does not need to be complex.

When your clients are considering their return to Australia, it’s important to understand their Australian tax status and how the tax system back home could  impact their finances.

International life plans taken out, while your clinets are an expatriate, can play an important role in their financial planning as they can help them achieve tax efficiency when they return to Australia.

Download our guide to taxation when returning to Australia here

The information provided here does not constitute investment advice or an offer to provide any product or service by Friends Provident International.

Please seek professional advice, taking into account your personal circumstances, before making investment decisions. We can accept no liability for loss of any kind incurred as a result of reliance on the information or opinions provided here.