Certified Financial Planner®

Tag Expat Tips

Expat & Cross-Border

Recent Cross-Border Changes South African Expats in Australia Should Be Aware Of

Tax residency, retirement funds, and moving money offshore Last week I hit a personal milestone: just over three years since landing in Melbourne and making Australia my home. It prompted me to go back and re-read some of the cross-border…

Dan
11/01/2026

Financial Planning

Moving to Melbourne from South Africa: The Practical Arrival Checklist (2025 Edition)

Moving to Melbourne? Don’t let the admin ruin your first week. From TFNs to Myki cards, here is a practical checklist for South African expats, written by a Financial Planner who has done the move himself.

Dan
29/11/2025

Financial Planning

482 to 186: What I Learned About Medicare and Tax as an Expat in Australia

When you move countries, you expect a few surprises. New systems, new paperwork, and new rules that don’t always make sense at first. Even as someone who works in financial planning, I found myself learning something new when I transitioned…

Dan
22/10/2025