InterRetire Services
“Celebrating 30 years of excellence.”
For over three decades, we’ve been helping our clients to protect their wealth, facilitate a smooth transition and overcome the biggest challenges with relocating to Australia.
About Us
InterRetire exists to help expatriates & migrants plan for their return or relocation to Australia. We help clients protect their wealth and help to facilitate a smooth transition to Australia.
InterRetire offers Independent Expatriate and Migrant advice and Foreign Superannuation Plans for expatriates migrants and their families .
Our team is made up of former Big 4 Chartered Accounting firm professionals and is overseen by an advisory board of senior professionals.
Expatriate & Migrant Advice
Fixed price independent repatriation and relocation advice, highly personalised to your situation. Our plans cover tax residency, financial structures, superannuation, tax strategies for property and shares.
Foreign Superannuation Plans
Portable, tax effective, flexible foreign Superannuation plans for internationally mobile executives and migrants planning on eventually returning or relocating to Australia and are looking to do it smoothly.
Minimise Tax
Legally reduce tax on global assets and income, enabling you to retain significantly more after tax income.
Maintain Lifestyle
After enjoying the financial benefits abroad, we support you in maintaining your lifestyle upon your arrival.
Reduce Complexity
Have the support of trusted advisors to guide you through Australia’s complex regulatory environment.
Have Peace Of Mind
By working with InterRetire you get access to 30 years of experience, giving you total peace of mind.
Frequently Asked Client Questions
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The question of your Australian tax resident status is probably the most important question you need to ask yourself when you are planning moving to Australia.
As an Australian resident, you are taxed on your worldwide income/capital gains.
As a non resident of Australia, you are taxed on your Australian sourced income and Capital Gains Tax is limited to Australian property.
In your offshore location, as a non resident of Australia for tax purposes you are free to structure your investments offshore AND in Australia in a way that legally avoids or reduces tax liability.
The first step is seeking professional tax advice.
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Putting aside the investment considerations, does holding ( or acquiring) Australian property with or without mortgage finance make sense from an Australian tax point of view while my family and I are outside Australia or should we wait until we migrant to Australia?
As a non resident of Australia,how does “ negative gearing” work and what is the downside to adverse capital gains tax rules as a non resident for Australian tax purposes?
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Given Australian non residents for tax purposes are not subject to capital gains tax on both foreign assets and Australian equities, how should I deal with both types of assets on arrival in Australia?
Does it make sense to acquire shares and managed funds while outside Australia or sell foreign assets before arriving in Australia?
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What is the Australian tax treatment for both Australian superannuation or for foreign superannuation plans?
What the planning opportunities retaining foreign superannuation plans after arrival in Australia?
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What is the Australian tax treatment of existing or new offshore legal structures( Trusts including foreign superannuation plans and foreign life policies) after I arrive in Australia?
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As a newly arrived migrant from South Africa, please explain my entitlements to Australian Medicare entitlements and its interaction with my Australian private hospital insurance and importantly the question of whether I should maintaini my Australian private health covre in addition to an international health policy?
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As a South African migrant, do I need to have a separate Will for my foreign( non Australian assets) as well as having an Australian Will for my Australian based assets?
Is our Australian and Foreign Superannuation Plans sit outside my estate and how are these entitlements on death.
How is my Foreign Superannuation plans treated in Australia on my passing?
Speak to our team.
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