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
Podcast: Singapore Tax For Australian Expats
1st Jul 2024
CST Tax Advisors
Get insights from our CST Principal and international tax specialist, Matthew Marcarian as he shares his in-depth knowledge of the complexities of living and working as an Australian Expat in...
Podcast: Avoiding Crypto Tax Pitfalls with Boon Tan and Chris Holland
20th May 2024
CST Tax Advisors
In a podcast episode of Barely Legal in Web 3, hosted by Jamilia Grier, Boon Tan, the managing director of CST Tax Advisors, and Chris Holland from Holland & Marie discussed the crypto tax...
Podcast: How To Successfully Scale Your Business Overseas
26th Apr 2024
CST Tax Advisors
Our CST Managing Director, Boon Tan joins MoneyFM 893 Breakfast Show in Singapore with host Audrey Siek to discuss "How to Successfully Scale your Business Overseas" Delve into the key strategies...