Moving to Australia Tax Review

 

The Moving to Australia Tax Review is designed to provide high level summary tax advice to executives looking to move to Australia. It addresses the issues you need to be aware of before you arrive in Australia.

Key areas covered in the Moving to Australia Tax Review include:

  • how your employment income will be taxed
  • how overseas assets (including foreign real estate) will be taxed in Australia
  • whether you will receive credits for foreign taxes paid
  • the impact of exchange rate movements on taxable income
  • the treatment of employee share scheme interests and overseas superannuation or pension assets
 
 

HOW WE DELIVER THE MOVING TO AUSTRALIA TAX REVIEW

 
 

FIND THE FACTS


We begin by asking you to complete our Fact Finder. The Fact Finder asks you to identify your financial situation including your assets and investments, how they are owned and your financial goals.

 

MEET WITH US


After reviewing your Fact Finder, one of our team will meet with you to discuss your individual circumstances and highlight tax opportunities, strategies and risks which may be relevant to you.

 

ADVICE SUMMARY


Following your Tax Review meeting, we will prepare a written summary covering the issues discussed in your meeting, any additional work required or action points that need addressing.

 

MAKE INTRODUCTIONS


As part of your tax review, we will raise areas which we believe you need to obtain further advice on from Tax Advisors who specialise in the tax system of your home country. Where required, we can assist you to obtain the necessary advice by seeking assistance from our international associates.

 

TAX OBLIGATIONS


In providing you with specialist tax advice, we will get to know your tax situation in detail. Armed with this knowledge, we are best placed to take responsibility of your ongoing tax obligations in Australia, if you choose to appoint us as your tax agent.

 

AVOID UNNECESSARY TAX BILL SURPRISES

Our team will clarify the impact your move to Australia will have on your tax position and highlight your ongoing tax obligations once you’ve arrived.

CONTACT US TODAY
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NEWS AND UPDATES

 

Key tax issues you need to consider before (not after) you move abroad


24th Jan 2023
John Marcarian

Moving abroad is one of the most challenging things that many of us will do My move to Singapore in March 2004 was a completely foreign experience in so many respects There are so many logistical...

 

Planning what happens with your Pension Fund or Superannuation when moving abroad should be a top priority


27th Oct 2022
John Marcarian

Most expats moving overseas will have some form of pension or superannuation plan In my experience changing one’s tax residence does not of itself impact how that pension plan is treated in...

 

Australians Moving to the USA: Understanding your Tax Residency when moving to the USA


4th Jul 2022
Matthew Marcarian

As an Australian moving to the United States, it’s important to understand what this means for your tax residency status This is because your tax residency status will determine how your income...

 

Key tax issues you need to consider before (not after) you move abroad


24th Jan 2023
John Marcarian

Moving abroad is one of the most challenging things that many of us will do My move to Singapore in March 2004 was a completely foreign...

 

Planning what happens with your Pension Fund or Superannuation when moving abroad should be a top priority


27th Oct 2022
John Marcarian

Most expats moving overseas will have some form of pension or superannuation plan In my experience changing one’s tax residence does not of...

 

Australians Moving to the USA: Understanding your Tax Residency when moving to the USA


4th Jul 2022
Matthew Marcarian

As an Australian moving to the United States, it’s important to understand what this means for your tax residency status This is because your tax...