CHECKLIST

Individuals Moving To The U.S.

To assist your firm and your team in advising your client when they move to the USA, we have created our Checklist for Individuals Moving to the USA.

The checklist guides your team through the practical tasks they need to advise on and make sure the client is aware of before making the move aboard, including:

• Tax Residency Assessment
• Capital Gains Tax (CGT) Event I1 – Deemed Disposal
• Australian Property – Main Residence
• Australian Property and Ongoing Rental Income
• Administrative Steps
• Cross-Border Coordination
• Post-Departure Compliance