Custom Advisory

 

If you are an expat living in the USA, an American living abroad, or running an organization with globally dispersed assets and investments, then you would benefit from custom advisory.

Our team of experienced tax advisors will review your current situation and provide clear and comprehensive strategies to improve and strengthen your tax position.

As international tax specialists we will also leverage our international contacts to provide guidance on what you need to consider in countries where you have a presence.

No matter how unique, complex, or unusual your situation or goals are, our custom advisory solutions provide you with the in-depth, tailored advisory services that you need.

 
 

HOW WE DELIVER CUSTOM ADVISORY

 
 

IDENTIFY THE FACTS


We begin with a meeting, to identify your present tax situation and discuss your financial goals.

 

CUSTOM SCOPE


We prepare an outline of what we believe your personalized tax advice should comprise.

 

MEET WITH US


Our tax advisor will meet with you, to discuss your goals by providing advice on the strategies, opportunities and risks applicable to your situation.

 

ADVICE SUMMARY


We will organize a written summary, which includes the issues explained in your meeting and a proposed tax strategy.

 

OPTIMISE YOUR TAX POSITION

Book in a specialized meeting to provide you with custom advisory services today. We will take your unique situation, goals, and concerns into account to provide you with the options and solutions you need.

CONTACT US TODAY
CONTACT US

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NEWS AND UPDATES

 

Australian Expats Living In The USA: Understanding Your Capital Gains Tax Obligations


30th Sep 2024
John Marcarian

Whether you have already moved to the United States or are planning to, there are tax implications for Australian expats to consider  For example, how does the Australia-US tax treaty apply...

 

CST proud to sponsor the Heath Ledger Scholarship


21st Sep 2024
CST Tax Advisors

CST is proud to sponsor the 2024 Heath Ledger Scholarship Created by Australians in Film Foundation and managed by Australians in Film (“AiF”), the Heath Ledger Scholarship (HLS) is now in...

 

Heath Ledger Scholarship 2024 Finalists Announced


20th Sep 2024
CST Tax Advisors

CST is a proud sponsor of the 2024 Heath Ledger Scholarship Australians in Film is pleased to announce the finalists of the prestigious Heath Ledger Scholarship 2024 This year a record number...

 

Australian Expats Living In The USA: Understanding Your Capital Gains Tax Obligations


30th Sep 2024
John Marcarian

Whether you have already moved to the United States or are planning to, there are tax implications for Australian expats to consider  For...

 

CST proud to sponsor the Heath Ledger Scholarship


21st Sep 2024
CST Tax Advisors

CST is proud to sponsor the 2024 Heath Ledger Scholarship Created by Australians in Film Foundation and managed by Australians in Film...

 

Heath Ledger Scholarship 2024 Finalists Announced


20th Sep 2024
CST Tax Advisors

CST is a proud sponsor of the 2024 Heath Ledger Scholarship Australians in Film is pleased to announce the finalists of the prestigious Heath...