Planning Your Move from the US to Australia

Moving back to Australia from the US isn’t just a relocation.

It’s a tax event.

In this episode, co-hosts Jarrad Brown and Will Cant are joined by Jason Stoch from Uptrend Advisory to unpack what Australian expats need to understand before making the move home.

Because the US doesn’t just let go easily.

We cover:

 → The key tax differences between the US and Australia
 → Why leaving the US is more complex than most expect
 → How global taxation continues even after you leave
 → The US “exit tax” and who it applies to
 → Common traps when renouncing residency or citizenship
 → Timing strategies around income, bonuses, and asset sales
 → How US investments and retirement accounts are treated on return
 → Where the US–Australia tax treaty helps (and where it doesn’t)
 → Ongoing reporting obligations and risks if you get it wrong

We also share real client case studies, Australians relocating both to and from Australia, covering what’s worked, what hasn’t, and how far in advance you actually need to plan.

If you’re in the US, or thinking about heading back, this is essential listening.

Because getting this wrong isn’t just frustrating.

It’s expensive.

Connect with Us:

• Website: https://moneysideup.com.au
• Facebook:  https://www.facebook.com/moneysideup
• LinkedIn: https://www.linkedin.com/company/moneysideup
• YouTube: https://www.youtube.com/@MoneySideUpPodcast

Subscribe & Listen:

• Available on all major podcast platforms: Spotify, Apple Podcasts, and more.

Feedback & Questions:

• We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at info@moneysideup.com.au

Disclaimer:

• The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.

Support Us:

• If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!

Upcoming Episode:

• Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!