Australian expats

Click on the links below to access our support material for your Australian expat clients. Whether they need your advice on moving to a new country – or returning to Australia - we have information that may be of use.

  • OMl bonds owned by an Australian resident – an adviser-facing guide to Australian taxation of an OMI bond.
  • Returning to Australia – adviser article explaining taxation of an offshore bond for an Australian resident.
  • Trust planning – material to support your trust planning discussions with your clients - includes videos, case studies, adviser testimonials, a handy decision tree and more. However, trusts may not be suitable for all clients. There are many different factors to take into consideration, such as where the client is resident and domiciled, as trusts are not recognised in every jurisdiction.

Please Note