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The Onward Checklist
The full countdown, so you can see exactly what’s coming and when, before you spend a cent.
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Leave Australia with nothing hanging over you.
Bali, Italy, Portugal or somewhere you haven’t picked yet, the exit looks much the same. Tax, super, the house, the pets and a mountain of life admin. Onward shows you all of it, in the right order, with the right people beside you.
Get the free Onward ChecklistFree. Your 12-month countdown, from first call to wheels up.
Or book a free 15-minute call✈ Departures · Australia--:--
Different destinations. Same exit checklist.
The bit nobody plans
Everyone plans the arrival. The expensive surprises hide in the departure.
These are the questions that kept us up at night. Get the order wrong and it can cost you time, money and a lot of stress. Get it right and you leave clean, free to enjoy the view.
Show me the right orderQuestion 01When does your tax residency actually end?
Question 02Do you sell the house before you go, or after?
Question 03What happens to your super or SMSF once you’re overseas?
Question 04Does your insurance still cover you?
What Onward covers
Ten things to untangle before you go.
Leaving Australia touches almost every part of your life. Onward walks you through each one, so nothing gets missed.
0 of 10 packed
Tap a tag as you sort it.
Tap a tag as you sort it.
Your countdown
From 12 months out to wheels up.
The secret is doing things in the right order. Here’s roughly how it looks.
12months out
Talk to a cross-border tax accountant and a licensed financial adviser, plus an SMSF specialist if you have one. These conversations shape everything else.
9months out
If the dogs are coming, start their journey now with a licensed pet relocator and an accredited vet. It takes longer than you’d think.
6months out
Speak to a mortgage broker before you leave, then line up your real estate agent and a lawyer for your will and powers of attorney.
3months out
Sort expat health insurance, tell your banks, set up an easy way to move money and book the removalist.
1month out
Phone plan, mail, myGov, Medicare, the ATO and the electoral roll. Grab your International Driving Permit, then enjoy a farewell or two.
Wheels up.
Leaving sooner? That’s fine, we did it in 6 weeks. The full checklist shows you exactly what to tackle first.
Get the full checklistHow we help you leave
Three ways to get going.
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The Onward Session
A free 15-minute call with Maddy and James. Tell us what you’re thinking, we’ll talk through your general options and point you to the right licensed professionals.
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The Onward Plan
A self-paced plan with guides, a personal timeline and templates for every call and email you’ll need. Waitlist gets first access [and launch pricing].
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Licensed people for licensed things
We’ll help you understand it. The experts will advise you.
We’ve been through every step ourselves, and James spent his career as a CFO. But your situation is yours, and it deserves proper advice.
Anything personal about your tax, super or SMSF comes from a registered tax agent or licensed financial adviser. We’ll help you know what to ask, introduce you to people we’ve used or would happily use, and make sure nothing falls through the cracks.
Our preferred partners
Your super still needs looking after when you leave Australia. Whether you’re setting up an SMSF before you go, or you already have one and want it to stay compliant while you’re overseas, NumberSuper can take care of it.
NumberSuper is a proactive SMSF accounting and compliance firm. They help you run your fund with confidence and control, wherever in the world you live.
- Preparation and lodgement of SMSF financial statements and tax returns
- SMSF accounting, administration and ASIC agent services
- Access to an SMSF specialist and technical expert for questions about running your fund
- Flexible trust deeds, binding death benefit nominations, LRBAs, investment strategies, pension minutes and more
NumberSuper is an independent accounting firm. They provide SMSF setup, accounting and compliance services, not financial advice.
Ready when you are
Your exit starts with one list.
See the whole picture in one place, in the right order, for free.
Get the free Onward ChecklistAlready know where you’re headed? Explore Bali