Over a meeting we will discuss and determine your Australian tax residency and how this will impact your ongoing (or historical) Australian tax implications. We will consider your employment arrangements and associated income, as well any investments you hold such as shares, managed funds or rental properties. We will then provide you with a written summary of the meeting for your reference.

This can be a great assistance if your residency position is uncertain, you are unaware of your continuing tax obligations after departing Australia, if your employer needs confirmation of your residency position for appropriate payroll treatment, or to substantiate to the ATO at a later point what your original intention was on departure.

We specialise in tax preparation and lodgement of Australian tax returns for expats coming in or out of Australia. Whilst many Australian tax agents focus on Australian resident returns, we understand all the nuances associated with expats such as:

•  Australian tax residents, non-residents and temporary residents
• Source of income
• Double tax agreements
• Tax equalisation/tax protection
• Withholding tax
• Foreign income tax offset
• HECS/HELP Obligations

• Review employment contracts and advise implications
• Calculate tax position pre and post departure
• Identify risks or opportunities for tax efficiencies

• Calculation of capital gains tax payable, applying the main residence exemption and capital gains tax discount applicable
• Capital gains withholding clearance certificate applications
• Foreign resident capital gains withholding rate variation applications

• Tax advice on relocating employees around the world
• Payroll advice
• Assignment structuring to maximise tax efficiences
• Employment tax advice

• Assistance and advice regarding ATO Audits or disputes.
• Minimising penalties and interest.

• Advice and/or caclulations on anticipated sale of property, shares or other investments
• Tax modelling potenital investment scenarios
• General expat tax advice