InterRetire Partner Referral Program
Refer and Earn!
If you provide a referral to us, and they decide an InterRetire Plan is right from them, we provide a you a $US 1,500 referral fee for every year they are a plan member
What is Foreign Superannuation
Australian focused expatriates and migrants who have accumulated wealth and retirement savings overseas often face complex tax issues when returning or relocating to Australia.
Should offshore wealth be retained in personal names or should a financial structure be considered such as a Foreign Superannuation Plan
A Foreign Superannuation Plan is a retirement savings structure established outside Australia. Similar in concept to Australian Superannuation Funds, they plans follow the laws of their home country. They are popular with expatriates and migrants offering a structure to house offshore wealth and manage tax liabilities on return or relocation to Australia.
A Foreign Superannuation Plan comprises three key parts
Foreign Regulated Trustee
Holds assets on behalf of the plan member
Trust Deed
Outlines rules for how the Trustee will operate
Regulator
Overseas compliance and ensure member assets are protected
Why the need for Foreign Superannuation
Returning or migrating to Australia can be complex and expensive. Without the proper structures in place, individuals often face significant tax liabilities.
A Foreign Superannuation Plan provides a powerful tool to:
Manage Australian tax liabilities
Enhance long-term retirement outcomes
Support global wealth planning for individuals of all ages
InterRetire encourages individuals to explore all options and obtain independent financial advice - which we are happy to facilitate with a team of Australian tax specialist across Australia.
We don’t believe in pressure sales; we believe in informed decision-making. We are confident that doing your research will lead you back to InterRetire.
“The best advice is to get advice”
We encourage all clients to seek independent advice to ensure a smooth and successful transition to Australia. Foreign Superannuation is a highly effective and flexible retirement planning tool, offering unparalleled advantages for returning expats.
We recommend speaking with your trusted advisor to determine whether an InterRetire solution is the right fit for your needs. If you don’t currently have an advisor, InterRetire can facilitate access to a network of experienced, independent tax and financial specialists. Learn more about our independent advisory services below.
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.
Investment and Currency Choices
Our plans allow you to grow and protect your global assets in a single, regulated offshore structure with flexible, tax-efficient withdrawal options. Our plans offer greater control over retirement and tax planning—before and after your return to Australia.
You’ll also receive personalised guidance from professional advisors with over 30 years of experience, helping you navigate complex regulations and create a tax plan tailored to your needs.
Benefits Of An InterRetire Plan
Our plans allow you to grow and protect your global assets in a single, regulated offshore structure with flexible, tax-efficient withdrawal options. Our plans offer greater control over retirement and tax planning—before and after your return to Australia.
You’ll also receive personalised guidance from professional advisors with over 30 years of experience, helping you navigate complex regulations and create a tax plan tailored to your needs.
Our personalised plans are designed to facilitate your family's smooth transition to Australia, optimising after-tax income and assets, without compromising the lifestyle you've enjoyed offshore.
Want to refer to InterRetire, or Learn more?
If you would like to learn more about InterRetire or our referral process you can email us on referrals@interretire.com or book an appointment.