Moving back to Australia? Don’t fall for these expat financial traps episode artwork

EPISODE · Nov 6, 2025 · 31 MIN

Moving back to Australia? Don’t fall for these expat financial traps

from The Winner's Playbook · host Link Wealth Advice

Send us Fan MailComing home? What returning expats need to know about tax, super and moneyIf you’re an Aussie moving back after a stint overseas, this episode is your essential money checklist. Josh and Billy dive into what you need to know before and after you return, including tax residency rules, superannuation strategies, insurance cover, investing, estate planning and what to do with foreign income. They talk about real client stories, common mistakes, and how to avoid a nasty tax surprise like a huge unpaid HECS debt.There’s also a big opportunity for returning expats to boost super balances fast, using catch-up rules and smart contribution strategies. But only if you get the timing right. Josh and Billy break it all down in simple, relatable language with plenty of practical advice.If you're planning a move home or have recently returned, don't wing it. Get your ducks in a row and talk to a professional who understands cross-border finance.Looking for a smoother way forward? Check the show notes to book a free 15-minute call with a Link Wealth adviser and get clarity on your next steps.----Want to find an Adviser that suits your financial needs:https://www.linkwealth.com.au/Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-linkJosh's TikTok:  https://www.tiktok.com/@joshleefinadv Billy's TikTok:  https://www.tiktok.com/@billynormanfp    Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified   Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ----    General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail Coming home? What returning expats need to know about tax, super and money If you’re an Aussie moving back after a stint overseas, this episode is your essential money checklist. Josh and Billy dive into what you need to know before and after you return, including tax residency rules, superannuation strategies, insurance cover, investing, estate planning and what to do with foreign income. They talk about real client stories, common mistakes, and how to avoid a nasty tax surp...

NOW PLAYING

Moving back to Australia? Don’t fall for these expat financial traps

0:00 31:25

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Winner's Playbook?

This episode is 31 minutes long.

When was this The Winner's Playbook episode published?

This episode was published on November 6, 2025.

What is this episode about?

Send us Fan MailComing home? What returning expats need to know about tax, super and moneyIf you’re an Aussie moving back after a stint overseas, this episode is your essential money checklist. Josh and Billy dive into what you need to know before...

Can I download this The Winner's Playbook episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!