Send us a text 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 surpri...
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Send us a text 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 surpri...
How to find a great financial adviser (and spot the red flags).
The Winner's Playbook
28 minutes
5 months ago
How to find a great financial adviser (and spot the red flags).
Finding the right financial adviser can change your whole life. Pick the wrong one, and it can cost you time, money and trust. In this episode, Josh and Billy lift the lid on what really makes a great adviser. They share what to look for, what to avoid and how to spot red flags early, especially when it comes to product pushers, dodgy social media “finfluencers” and anyone flogging off-the-plan property for a quick commission. They also break down what a good adviser relationship should feel ...
The Winner's Playbook
Send us a text 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 surpri...
