International tax and UK pension advice for Australians living overseas and returning home

Managing financial affairs across countries can create tax, pension and investment decisions that are difficult to consider in isolation.

Majenda provides specialist Australian tax and financial advice to Australians living overseas or preparing to return home, particularly those with assets, investments, property or pensions across multiple jurisdictions.

Majenda Personal Super and Tax Specialists

For more than 20 years, Majenda has helped Australians manage the tax and financial implications of living overseas and returning home, bringing together international tax, UK pension, superannuation and Australian financial planning expertise.

Advice for Australians at home and overseas

Whether you are living overseas, preparing to return to Australia or already home, explore the guidance most relevant to your situation.

Services We Provide

Majenda assists clients with Australian tax and financial matters, with particular experience in complex cross-border situations.

International Tax Advice

Australian tax advice for people with overseas income, investments, property, pensions or other assets across multiple jurisdictions.

UK Pension Transfer Advice

Australian tax and financial advice for clients considering transferring a UK pension to Australia, working with UK-qualified advisers where required.

Australian Financial Planning

Advice on superannuation, investments, retirement planning and other financial decisions once you are living in Australia.

Tax & Accounting

Australian tax, accounting and compliance services for individuals, businesses and self-managed super funds.

When your financial affairs span more than one country

Living overseas can make financial decisions considerably more complex. You may have income in one country, property or investments in another, a UK pension, Australian superannuation and tax obligations that may change when you return home.

For Australians planning to return, timing can be especially important. Before the move takes place, you may need to consider:

  • when Australian tax residency may begin
  • whether to sell or retain overseas assets
  • how foreign income and investments may be treated
  • what to do with overseas pensions and funds
  • how those decisions may affect your financial position once you are back in Australia

Looking at the whole picture

This is where coordinated advice becomes important.

Majenda Australia provides Australian tax and international tax advice, while Majenda Financial provides Australian financial planning advice. Where advice is required under another country’s laws, we work with appropriately qualified specialists in that jurisdiction.

Our current international focus includes Australians living in the United Kingdom, the Middle East and Switzerland, particularly those with more complex financial affairs or assets across several jurisdictions.

The decisions are often connected. A tax decision made before returning to Australia may affect what happens later with an investment, property, pension, superannuation strategy or financial plan.

Planning your return or next financial move?

If you are preparing to return to Australia, considering a UK pension transfer or need Australian advice about financial affairs spanning more than one country, we can start by understanding your circumstances and identifying what advice may be required.

Explore International Tax Advice
Explore UK Pension Transfer Advice

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Get in Touch

If you are living overseas, preparing to return to Australia or need advice about complex Australian tax or financial matters, book a time or contact our team to discuss your situation.

Navigating your Financial Future

Deal Island is a beautiful island located in Bass Strait and is frequented by sailors and kayakers on their way from the Australian mainland to Tasmania.

The island is symbolic of the journey that expats, retirees and anyone with Big Goals face that you need to know where you are headed, plan well, take advice if required and then enjoy every step of the way.