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
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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
Jurate Gulbinas

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...

 

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...

 

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...

 

Australians Moving to the USA: Understanding your Tax Residency when moving to the USA


4th Jul 2022
Jurate Gulbinas

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...