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.

Strengthen 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

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