SJP Moving to Australia?
Returning home, retiring, or starting a new chapter Down Under
Moving to Australia is a major life decision. From structuring your assets tax-efficiently and securing the right insurance, to understanding superannuation, property, and legal matters, there’s a lot to consider before you even land.
Our relocation checklist can help you plan your move to Australia. It’s designed to highlight the important things before, during and after you move, so you can avoid costly mistakes that impact you down the line.
Whether you’re returning home, relocating for a new opportunity, or planning for retirement, this guide outlines the key financial and practical steps to take, ideally starting 12 months before your move.
Take your first step towards a well-prepared move
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Why St. James’s Place?
You’re looking for easy-to-understand, reliable advice to plan, grow and protect your financial future. We believe the best way to achieve that is through a long-term, one-to-one relationship with a dedicated adviser.
At St. James’s Place, we work closely with carefully selected legal and tax specialists to help ensure every aspect of your relocation is considered. From structuring your assets efficiently to planning for what’s next, our advisers provide expert, holistic guidance tailored to your circumstances.
We are a FTSE 100 company, trusted by more than 1 million clients to manage over £188bn of their funds. With over 30 years of experience and as the largest wealth management company in the UK, we are now one of the leading financial advisers serving the international community in Asia and the Middle East, with offices in Hong Kong, Singapore, and the UAE.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
Please note your home or other property may be repossessed if you do not keep up repayments on your mortgage.
Advice relating to a Will and matters of guardianship involves the referral to a service that is separate and distinct to those offered by St. James’s Place.
