Designed to provide high level summary advice to Australian expats returning home, the aim of the review is to ensure there are no surprises once you’ve made the move.
Key areas covered in the Returning to Australia Tax Review include:
- the manner in which your assets and liabilities are held
- how to structure your physical and financial assets in order to minimise your risk
- what tax obligations you will have upon returning to Australia
HOW WE DELIVER THE 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.
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.
RETURN HOME WITH PEACE OF MIND
We will help you plan your move home so you can rest assured that there will be no surprises once you arrive.
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