Strategic Tax Review

 

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.

CONTACT US TODAY
CONTACT US
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NEWS AND UPDATES

 

Potential Changes To Australia’s Personal Tax Residency Laws


16th Mar 2022
Matthew Marcarian

On 11 May 2021, the Australian Government announced that it is considering replacing Australia’s existing residency rules with a new ‘modernised framework’ This update is intended to be...

 

The New Requirement for Director IDs


10th Dec 2021
Daniel Wilkie

In June 2020 new legislation was passed that changes how directors are required to identify themselves This change was the first step made in an effort to modernise business registrations It means...

 

COVID-19 Financial Support for Individuals and Businesses – August 2021 Update


23rd Aug 2021
Daniel Wilkie

While the Federal Government’s Jobkeeper and Cash Flow Boost have wrapped up, the ongoing pandemic and resulting lockdowns continue This means that businesses and individuals right across the...

 

Potential Changes To Australia’s Personal Tax Residency Laws


16th Mar 2022
Matthew Marcarian

On 11 May 2021, the Australian Government announced that it is considering replacing Australia’s existing residency rules with a new ‘modernised...

 

The New Requirement for Director IDs


10th Dec 2021
Daniel Wilkie

In June 2020 new legislation was passed that changes how directors are required to identify themselves This change was the first step made in an...

 

COVID-19 Financial Support for Individuals and Businesses – August 2021 Update


23rd Aug 2021
Daniel Wilkie

While the Federal Government’s Jobkeeper and Cash Flow Boost have wrapped up, the ongoing pandemic and resulting lockdowns continue This means...