The Expat's Handbook

Avoid costly mistakes when moving, living and returning from overseas

More than 1 million Australians live and work abroad. The move is exciting, but tax residency questions, superannuation confusion and income dilemmas create stress fast. One wrong move with the ATO can cost you thousands ― or even derail your plans entirely. The Expat's Handbook gives you a three-phase roadmap for departure, expat life and repatriation. Inside, you’ll find clear explanations, checklists, case studies and top tips to help you confidently manage your money offshore.

Wherever you are in your expat journey, The Expat's Handbook shows you how to manage tax, super, property, investing, insurance and estate planning. Brett Evans, an expat adviser who has spent more than two decades serving Australians in 50+ countries, walks you through every key decision. You’ll discover how to avoid costly traps and protect your wealth.

• Clarify your tax residency: Understand ATO tests and know what your status means for income and assets.
• Prepare before departure: Use checklists to sort your tax residency, accounts, assets and documentation.
• Manage your money while living offshore: Navigate Australian and foreign income, taxation, investing, withholding tax treaties and common traps.
• Plan what to do with your property: Decide to hold, rent or sell and how each choice impacts your taxes, capital gains, compliance and more.
• Return home smoothly: Re-establish your tax residency, transfer overseas assets and update your super, will and insurances.

The Expat’s Handbook is the practical guide Australians need to protect their wealth overseas ― and return home financially stronger.

Brett Evans is the founder of the Atlas Wealth Group, a specialist international advisory firm created to guide Australian expatriates through the complexities of building and protecting wealth while living abroad.