Expat Tax Blog

Australian and International Tax Updates

28/10/2023

Section 99B and Foreign Trusts

What is Section 99B and what does it mean for Australian Expats? This article explores Section 99B, shedding light on its implications for Australian residents with […]
28/10/2023

UK Pension to Australia Tax Considerations

UK Pension to Australia Tax Considerations  A common question we receive from our clients is are they able to transfer their UK Pension to an Australian […]
17/07/2023

US Expats and the tax implications of withdrawing your US Retirement Plans (401k, IRA) in Australia

For US expats residing in Australia, it will be important to consider the Australian and US tax treatment of withdrawing your US Retirement Plan, including a […]
01/11/2022

Are you a US Expat with an Australian Property?

US Expat Tax Australian Property While from an Australian tax perspective, generally a sale of your Australian main residence will be exempt from an Australian tax. […]
19/07/2022

New Bali Digital Nomad Visa- Tax Considerations

In exciting news for remote workers, The Indonesian Government has announced that it is finalising plans for a new Digital Nomad Visa, which may allow expats […]
21/02/2022

Employee Share Scheme (ESS) Taxing Point on Ceasing Employment Removed

Employee Share Scheme (ESS) Taxing Point on Ceasing Employment Removed Employee Share Schemes (ESS) have long been a popular tool used by companies to attract and […]
19/08/2021

Update: Covid-19 and Tax Residency

Update: Covid-19 and Tax Residency The ATO has recently updated its guidance in relation to Australian tax residency and Covid-19. The ATO’s latest guidance in relation […]
06/06/2021

Proposed New Tax Residency Rules – Federal Budget

Proposed New Tax Residency Rules – Federal Budget The key change for Australian expats announced in the 2021-2022 Federal Budget was the proposed changes to the […]
21/02/2021

Foreign Resident Employers Australian Tax and Superannuation Obligations

Foreign Resident Employers Australian Tax As part of its Covid-19 response, the Australian Taxation Office (ATO) has recently provided guidance for foreign employers who have employees […]
31/10/2020

HECS Reporting Obligations for Non-Residents

Please be aware that if you relocate overseas with a HECS debt and you are a non-resident of Australia, you will still have a HECS reporting […]
30/08/2020

The Temporary Resident Tax Concession

Many expats first relocate to Australia on a temporary visa. The article below outlines some of the tax concessions that may be available to holders of […]
09/08/2020

International Expat Tax Return 2020

Well, its that time of the year again to start to consider preparing and lodging your 2020 Australian tax return.  For Australian expats, preparing an Australian […]
28/10/2023

Section 99B and Foreign Trusts

What is Section 99B and what does it mean for Australian Expats? This article explores Section 99B, shedding light on its implications for Australian residents with […]
31/10/2020

HECS Reporting Obligations for Non-Residents

Please be aware that if you relocate overseas with a HECS debt and you are a non-resident of Australia, you will still have a HECS reporting […]
10/05/2020

Australian Tax Treatment of Overseas Superannuation and Pensions

The Australian tax treatment of an overseas pension fund or superannuation fund is a complex area from an Australian tax perspective. Is the Overseas Fund a […]
01/05/2020

Update on COVID-19 and Australian Tax Residency

Update on Covid-19 and Australian Tax Residency We hope everyone is doing well during these times! We previously wrote on 31 March 2020 regarding the ATO’s […]
18/04/2020

Accessing your Australian superannuation as a non-resident expat

Accessing your Australian superannuation as a non-resident expat A common question of Australian expats living overseas is when are they able to access their Australian super. […]
18/04/2020

Australian Tax Residency: The Domicile Test and Permanent Place of Abode

Australian Tax Resident and Permanent Place of Abode An Australian expat who relocates overseas will need to show that they have established a ‘permanent place of […]
12/04/2020

International Tax: Australian tax implications of ceasing to be an Australian tax resident

Australian Tax Implications of Ceasing to be an Australian Tax Resident At the time an Australian expat relocates overseas, there are important Capital Gains Tax implications […]
08/04/2020

Australian Tax Resident for Tax Purposes

Am I an Australian tax resident? Introduction Determining your Australian tax residency position is important. In general, an Australian tax resident is subject to Australian income […]