THE RETURNINGExpatDiscuss your Sydney plans
THE RETURNINGExpat

KEY PARTNERS

The right expertise around your move.

Bring your property, financial and legal conversations together. We work alongside your trusted advisers and arrange introductions where your return needs more support.

Discuss your Sydney plans

FOUR IMPORTANT CONVERSATIONS

A considered move starts with the right conversations.

Tell us who is already involved and where you need an introduction. Your advisers bring their specialist expertise; we keep the property search and timing connected with their advice.

01

Accountant

Understand the tax and accounting questions around your return.

Moving home can bring together income, property and financial commitments across countries. An accountant is the person to discuss your circumstances with before making decisions that depend on your tax position.

What to discuss

  • Your return date and overseas commitments
  • Australian and overseas income and property
  • The records and information to prepare

Start the conversation while you are planning your return, before committing to a property strategy.

Ask us for an introduction
02

Financial advisor

See how your next home fits into the wider picture.

A property decision sits alongside your other goals and commitments. A financial advisor can help you work through your priorities, available resources and the financial planning questions that need attention as you return.

What to discuss

  • Your goals for the next stage of life
  • How a home purchase fits your wider finances
  • Cash needs and ongoing commitments

Bring your advisor into the conversation when you are setting your property budget and priorities.

Ask us for an introduction
03

Property lawyer

Have the legal details explained before you commit.

Your property lawyer reviews the contract and advises you on the legal aspects of a purchase. When you are overseas, a clear plan for document review, signing and communication helps keep everyone aligned.

What to discuss

  • Contract review and legal questions
  • Ownership and signing arrangements
  • Exchange and settlement coordination

Engage your lawyer early enough to review the property and advise you before you sign or bid.

Ask us for an introduction
04

Mortgage broker

Get clarity on the finance behind your property plans.

Overseas income, an upcoming job change and your return timing are all matters to discuss with a mortgage broker. They can help you understand lender requirements and the finance process for your circumstances.

What to discuss

  • Income, existing loans and supporting documents
  • Borrowing capacity and lender requirements
  • Finance timing alongside your property search

Speak with your broker before starting an active search, then keep them updated as your circumstances change.

Ask us for an introduction

KEEPING THE PROCESS CONNECTED

Expert advice.
A coordinated approach.

We identify which introductions would be useful, confirm the permissions needed and agree who is responsible for each part of the property process.

You choose the professionals and agree their services and fees directly. With your permission, we share relevant property information and coordinate timing so everyone can work from a clearer picture.

If you already have advisers you trust, we can work alongside them.

YOUR QUESTIONS

Your questions, answered.

The details that help you move forward with confidence.

Explore all FAQs
Do I need to use every type of partner?

No. We discuss the support you already have and the gaps relevant to your move. You decide which professionals to engage.

Can you work with my existing accountant, advisor, lawyer or broker?

Yes. With your permission, we coordinate relevant property information and timing with the professionals you already trust.

Are partner fees included in your property service?

Partner services and fees are agreed directly with each professional. We separately confirm the scope and fees for our property support.

When should I speak to professional advisers about returning to Sydney?

It is useful to start while you are planning the move and setting your property budget. Your advisers can identify the information they need and the decisions that should be addressed before you commit.

Who is responsible for financial, tax and legal advice?

The relevant qualified professional advises you within their area of expertise. Our role is the property search and agreed coordination; you decide how to proceed with advice from your chosen professionals.

Will you share my information with partners automatically?

We discuss the introductions you want and obtain your permission before sharing relevant information for that purpose. Tell us who you would like involved and how you prefer communication to work.

DISCUSS YOUR SYDNEY PLANS

Put the right people around your plans.

Tell us which support you need and who is already involved. We can discuss introductions and how the property search fits with the rest of your return.

Dan Grantham
Dan GranthamYour Sydney expat buyers agent
+61 434 559 452

Sydney, Australia

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