Whether you are an organisation that is taking advantage of overseas resources, or an individual working in Australia on a visa, our team provides extensive support surrounding expatriate workers. Our expertise in expatriate tax makes a local playing field global. 

We address tax issues that are relevant for US expatriates living in Australia or Australians considering moving to the US. For US tax advice, we work closely with Mishkin Santa, Tax Director at The Wolf Group (a member firm of Nexia International).

  • The Australian taxation of US retirement funds such as IRAs, Thrift Savings Plans and 401Ks;
  • The US tax implications of IRAs, Thrift Savings Plans and 401Ks;
  • Assistance with the lodgement of US tax returns;
  • Tax implications of relocating between Australia and the US; and
  • Establishing entities in the US.