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
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...