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Financial Planners

 

WE ASSIST FINANCIAL PLANNERS HELP THEIR CLIENTS WITH INTERNATIONAL TAX ISSUES

Given the significant impact of tax on wealth, we can assist financial planners identify the international tax issues facing their clients across a range of common situations.

Situations include:

  • Foreign pensions
  • Returning to Australia
  • Departing Australia
  • Purchasing or selling investments overseas
  • Foreign currency issues
  • Overseas companies and trusts
 
 

WE INVITE YOU TO JOIN OUR
PROFESSIONAL ADVISOR PROGRAM

If you need assistance with a client, contact us today or join our Professional Advisor Program to stay informed on international tax issues that affect your clients.

Join Now
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STAY INFORMED ON INTERNATIONAL TAX

As part of our Professional Advisor Program, you will periodically receive international tax publications relevant to your clients.

Our Advising Returning Expats publication is an example of the type of content you will receive.

Download the publication now.

Download and Join Now
 
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MEET OUR INTERNATIONAL TAX TEAM

 
 

MATTHEW MARCARIAN
PRINCIPAL


Matthew is the principal of CST in Sydney. As a Chartered Accountant and international tax specialist, he brings more than two decades of experience to bear when advising clients who are investing or moving across borders, expanding their business overseas, or developing international commercial interests. He holds a Master of Taxation, is a Chartered Tax Advisor and a Registered Tax Agent.

 

DANIEL WILKIE
DIRECTOR


As a qualified Chartered Accountant, Daniel has over 15 years of experience providing taxation services to family groups, businesses, and individuals. Daniel assists clients who are looking to move abroad. He specialises in dealing with key international issues including residency, selling or holding onto Australian investments, tax planning, and digital currencies.