How to use this: tick a task when the answer or evidence is saved—not when someone has simply started it. Use the detailed Australian guides before making tax, super, healthcare or property decisions.
Save your progress and download the quick-reference version
The checklist below keeps the major Australian departure actions together. Your ticks stay in this browser, and the PDF is designed for the family's offline move folder.
Research from home
Moving from Australia family checklist
Use this from home to organise ATO tax, super, Medicare, Centrelink, banking, property, records and family continuity before moving overseas.
How to use it: read the section above first, then tick an item when you have captured the answer or evidence in your own move folder. The PDF is the offline quick-reference version.
1Map the move before fixing the date
2Prepare ATO and tax evidence
3Protect super, banking and digital access
4Replace healthcare and transfer family records
5Decide the home and complete official admin
6Finish the first 90 days abroad
Six to twelve months before: find the decisions that control timing
Tax and super
Map residence, work, assets, study loans, ordinary funds and any SMSF role before the moving date or transactions are fixed.
Family continuity
Confirm destination immigration, schools, health underwriting, medicine and any care that cannot tolerate a gap.
Home and money
Compare sale and rental evidence, ask providers about overseas service and protect access beyond an Australian mobile number.
Three months before: build a portable family file
| Folder | What belongs in it | Why it matters |
|---|---|---|
| Identity | Passports, citizenship and visa records, birth and marriage certificates, custody and consent. | Immigration, schools, travel and estate work. |
| Tax and super | Returns, travel and workdays, assets, valuations, fund details, beneficiaries and professional advice. | Residence, CGT, reporting and long-term access. |
| Health | Clinical summaries, medicines, immunisations, insurer terms and emergency contacts. | Continuity and claims during the move. |
| Education | Reports, references, curriculum, learning-support records and withdrawal confirmations. | Placement and a smoother school handover. |
| Property and money | Cost base, mortgage, insurance, lease or sale, bank policies, access and provider messages. | Tax, cash flow and remote management. |
The final four weeks: notify with confirmed facts
- Confirm visas, travel, accommodation, overseas health cover and the first appropriate hospital before cancelling essential arrangements.
- Submit required ATO study-loan, Centrelink, Medicare or AEC actions using the current official route; keep confirmation.
- Update banks, super funds, lenders, insurers, schools, healthcare providers and utilities with accurate effective dates.
- Test myGov, myID, banking, super and insurer access without relying on a work email or soon-to-be-cancelled phone.
- Save offline copies of entry approvals, policies, family records and first-week contacts on more than one device.
- Photograph property condition, meters, serial numbers, luggage and high-value items before handover or travel.
First 90 days abroad: finish the departure
Complete destination registrations
Address, immigration, tax, school, healthcare and driving steps have their own deadlines.
Test the systems you kept
Log into banks, super, investments, insurance, myGov and property systems from the destination and fix weak recovery routes.
Keep the evidence live
Track travel, workdays, Australian income, foreign tax, medical claims and property activity from day one.
Calendar the first filing cycle
Australian, destination and any study-loan submissions may use different dates, income measures and exchange methods.
