Our Strategic Tax Review is designed to assist clients who have international assets and investments with personal international tax advice.
The Strategic Tax review is suitable for:
- Expat Australians returning home to Australia after many years abroad who own international assets and investments
- Australians intending to move abroad with a portfolio of domestic assets
- Australians looking to make investments in high-tax nations including USA, UK and Europe
- Australians living abroad who want to invest in an Australian company or purchase Australian property
- Business founders looking to expand their business abroad
- Clients who required tax residency advice on complex family situations
HOW WE DELIVER THE STRATEGIC 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.
STRENGHTEN YOUR INTERNATIONAL TAX POSITION
We assist clients with global interests to minimise tax risk, meet obligations and secure their wealth. You can have peace of mind that your international tax affairs are in order.
"*" indicates required fields
NEWS AND UPDATES
Moving To The UK: What You Need To Know About Tax On Your Worldwide Income
18th Nov 2025
Richard Feakins
If you are planning a move to the UK you need to understand what the UK’s new taxation rules mean for tax on your worldwide income In April 2025, the UK brought in major changes that affect how...
Expanding Into Singapore? Here’s How To Avoid Being Taxed Twice
6th Nov 2025
Boon Tan
When you scale into a new market, nothing drains momentum faster than paying tax on the same profit in two places The good news: Singapore’s pro-business tax framework and extensive network of...
PFIC And Attribution Issues For Australian Expats In The USA
23rd Oct 2025
John Marcarian
Why This Matters Many Australians arrive in the US with sensible portfolios at home such as ASX listed exchange traded funds, listed investment companies, unit trusts or managed funds, and...