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Unicorp Partners Pty Ltd, Dr Andrew Unterweger and Brad Dawson are authorised representatives of AVALONfs AFSL 437518
Resources

Guides, tools and answers to your questions

Practical information for Australians at home and abroad — covering super, tax, investing and planning your finances across borders.

Guides & Tools

Helpful reading

Expats

A Guide to Superannuation for Australian Expats

What happens to your super when you move overseas, how to keep contributing, and what to consider before accessing it.

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Tax

Understanding Your Tax Residency Status

How Australian tax residency rules can affect your income, investments and obligations while living abroad.

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Retirement

End of Financial Year Checklist

Key dates, contribution caps and strategies to consider before 30 June each year.

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Investing

SMSF Basics: Is It Right for You?

An introduction to self-managed super funds — costs, responsibilities and when an SMSF makes sense.

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Repatriation

Moving Back to Australia: A Financial Checklist

Steps to take before repatriating — from re-establishing tax residency to reviewing your investments and insurances.

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Insurance

Do You Have the Right Cover While Living Overseas?

How moving abroad can affect existing life, TPD and income protection policies — and what to check.

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Quick Links

Useful external tools

A couple of independent third-party resources clients often find useful — not advice from Unicorp Partners.

Property Value Guide ATO
FAQs

Common questions

Can you advise me if I'm living overseas?

Yes. Many of our clients are Australians living and working abroad. We meet via Zoom or phone to suit your time zone, and we're reachable via WhatsApp on +65 8338 9933 for clients in Asia and beyond.

What happens to my superannuation if I move overseas?

Your super generally stays in Australia and continues to be managed by your fund. There are rules around contributions, insurance within super, and access depending on your residency status — we can talk you through your options.

I'm not happy with my current financial adviser — can you help me switch?

Yes. Switching advisers is straightforward, and we can guide you through the process, including reviewing your existing strategies and identifying any gaps or opportunities.

Do you charge for the first meeting?

No — your first consultation (30 minutes, in person or via Zoom) is complimentary, with no obligation.

How are you paid for your advice?

Our fees are discussed upfront and outlined in our Financial Services Guide before any advice is provided, so you always know what you're paying for.

Have a question that's not answered here?

Get in touch and one of our advisers will be happy to help — wherever you're based.

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