Certified Financial Planner®

Tag South Africa

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

Professional Practice

Becoming a Financial Adviser in Australia: What I Got Wrong, and What I Learned

I get asked this question fairly often, usually by South African advisers who are considering whether they can make the move to Australia. The short answer is yes, it’s possible. The more useful answer is that it’s harder, slower, and…

Dan
10/01/2026

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