Migrant and Expat Services For South Africans Moving To Australia
Moving from South Africa to Australia can be complex and overwhelming. With our help, your South African based clients can transition smoothly and enjoy a fresh start.
As specialists in repatriation and relocation services, we guide your client and family through Australia’s highly complex regulatory environment to ensure a simple, stress-free process.
We offer fixed price independent personalised advisory services and foreign superannuation plans.
What We Do
Expatriate & Migrant Advice
Independent repatriation and relocation advice, highly personalised to your client’s situation. Our plans cover Australian tax residency, financial structures, superannuation, tax strategies for property and shares, insurance, wills and more.
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.
Our Advisory Services
Our personalised plans are designed to facilitate your client and family smooth transition from South Africa to Australia, optimising after-tax income and assets, without compromising the comfortable lifestyle your client has enjoyed offshore.
Our plans encompass seven key areas, (including the latest Australian tax changes) that are essential for expatriates and migrants moving to Australia.
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Are you a tax resident? Or a non-resident? (including recent rule changes).The single most important question to answer when you are planning to move to Australia.
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Should I hold global assets in my name or other financial structures?
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Does Australian Superannuation have a place for expatriates or migrants?
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What tax efficient finance strategies on managing property investments (international and Australian based) and navigating capital gains tax can I adopt?
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How do I manage stock and other equity assets to prevent tax penalties when moving or returning to Australia?
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How do I navigate global and local insurance when moving or returning to Australia?
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Australian and Foreign Wills, Testamentary Trusts and tax treatment on foreign and Australian superannuation
Why Work With InterRetire?
Assist Clients Reduce Tax Paid On Global Assets & Income
Assist Clients Navigate Australia’s Complex Regulatory Environment.
Assist Clients Maintain Your Client’s Ideal Lifestyle Without Compromise
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.
Enquire today and see if we can assist your clients. Enter your details below and our team will be in touch shortly.
