Listen "Moving back to Australia? Don’t fall for these expat financial traps"
Episode Synopsis
Send us a textComing home? What returning expats need to know about tax, super and moneyIf you’re an Aussie moving back after a stint overseas, this episode is your essential money checklist. Josh and Billy dive into what you need to know before and after you return, including tax residency rules, superannuation strategies, insurance cover, investing, estate planning and what to do with foreign income. They talk about real client stories, common mistakes, and how to avoid a nasty tax surprise like a huge unpaid HECS debt.There’s also a big opportunity for returning expats to boost super balances fast, using catch-up rules and smart contribution strategies. But only if you get the timing right. Josh and Billy break it all down in simple, relatable language with plenty of practical advice.If you're planning a move home or have recently returned, don't wing it. Get your ducks in a row and talk to a professional who understands cross-border finance.Looking for a smoother way forward? Check the show notes to book a free 15-minute call with a Link Wealth adviser and get clarity on your next steps.---- Want to find a Adviser that suits your financial needs:https://www.linkwealth.com.au/ Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-link Josh's TikTok: https://www.tiktok.com/@joshleefinadv Billy's TikTok: https://www.tiktok.com/@billynormanfp Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified Our Financial Services + Credit Guide: https://irp.cdn-website.com/91137b04/files/uploaded/Link-Wealth-Advice---FSCG-Version-3.2-210825-Current.pdf ---- General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
More episodes of the podcast The Winner's Playbook
What do the new Super changes mean for you?
29/10/2025
Is rentvesting the new Australian dream?
27/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.