Webinar Recap: Australian Tax Planning for Expats with Matt Heron
On June 19th, 2025, Infinity Financial Solutions hosted a highly informative webinar featuring Matt Heron, Tax Planning Division Manager at Australasian Taxation Services (SMATS). The session focused on Australian tax planning, tailored specifically for Australians living abroad or preparing for a move back home.
Matt provided expert insights into the complexities of tax residency, repatriation strategies, and how to navigate financial obligations when returning to Australia. The session was especially valuable for Australian expats with assets or income back home, offering practical advice to help optimise financial outcomes.
Topics covered included:
• Tax residency
• Tax planning for a return to Australia
• What is taxable upon your return?
• Actions to consider prior to your return
• Housing – your largest Australian expense
• State land tax considerations
• Retail/Industry or Self-Managed Superannuation
• Effective allocation of savings upon return
The webinar delivered real-world guidance and planning tips that many expats found immediately applicable.
Click Here to watch the webinar recording:
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