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.
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NEWS AND UPDATES
Podcast: What A $4B Company Taught Us About Moving To Singapore
25th Jul 2026
CST Tax Advisors
Our Managing Director in Singapore, Boon Tan, recently joined Tim Raes and Jamie Bergman, hosts of the podcast Aussie Expat In the episode What A $4B Company Taught Us About Moving To...
Cannibalization Of Franking Credits For Self-Funded Retirees Under The 30% CGT Floor Tax
15th Jul 2026
Matthew Marcarian
Following the announcements in the 2026 Australian budget provided by Treasurer Jim Chalmers on 12 May 2026, Matthew Marcarian, Principal of our Sydney office, examines the financial impact of the...
Australian Businesses Expanding To The USA: Grants, Incentives and Support Programs
23rd Jun 2026
John Marcarian
The US Incentives Playbook: How Australian Businesses Can Turn Expansion Into Advantage For many Australian companies, the United States looks deceptively simple, one country, one flag, one...