Designed to provide high level summary advice to Australian expats returning home, the aim of the review is to ensure there are no surprises once you’ve made the move.
Key areas covered in the Returning to Australia Tax Review include:
- the manner in which your assets and liabilities are held
- how to structure your physical and financial assets in order to minimise your risk
- what tax obligations you will have upon returning to Australia
HOW WE DELIVER THE 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.
RETURN HOME WITH PEACE OF MIND
We will help you plan your move home so you can rest assured that there will be no surprises once you arrive.
CONTACT US TODAY"*" indicates required fields
NEWS AND UPDATES
Podcast: How To Successfully Scale Your Business Overseas
26th Apr 2024
CST Tax Advisors
Our CST Managing Director, Boon Tan joins MoneyFM 893 Breakfast Show in Singapore with host Audrey Siek to discuss "How to Successfully Scale your Business Overseas" Delve into the key strategies...
Tax Implications Of 401(k) And IRA Plans For Australian Tax Residents
9th Apr 2024
Matthew Marcarian
Retirement savings, especially when managing finances across international borders, can be complex If you live in Australia, but hold plans in the USA, you need to understand the tax implications of...
UK Budget 2024 – Non-UK Domiciled Tax Rules To Be Scrapped
27th Mar 2024
Richard Feakins
The current remittance basis tax regime will be replaced by a residence based regime from 6 April 2025 Foreign Income And Gains Existing non domiciled individuals who have been resident in the...