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...
Sold a car, got a bonus, or an inheritance? Here’s the smart play.
The Winner's Playbook
24 minutes
1 month ago
Sold a car, got a bonus, or an inheritance? Here’s the smart play.
Sold a car? Got a bonus? Received an inheritance? A sudden lump sum can be a massive opportunity, but if you don’t have a clear plan, it’s easy to waste it or make the wrong moves. In this episode, Josh and Billy break down what to do when a big chunk of money lands in your lap. They talk through how to set priorities, avoid emotional decisions, and structure your money in a way that actually pushes you forward in life. You’ll hear how to decide between paying down debt, investing in shares...
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...
