Choosing Australia is one of the most ambitious moves a professional can make - and the Australian tax system does not roll out a welcome mat. First-year residency, foreign income, foreign assets, the interaction with everything you've left behind. We are specialist advisors for foreign nationals in their first years on Australian soil.
You've arrived recently - on a permanent visa, a long-term work visa, perhaps as a returning Australian's partner. Income and assets from the country you came from are still active. Your employer may have transferred you with an ESS package that's vesting against an Australian salary. Your home country may still claim tax-resident status over you for the year. From day one in Australia, you have a tax position that requires care.
When you become tax-resident is rarely the day you land. Intent, domicile and continuity of abode all matter, and the difference of one date can shift hundreds of thousands of income into - or out of - the Australian tax net.
Salary, dividends, interest, rent, capital gains from your home country - all potentially taxable in Australia from the moment you become tax-resident.
Cross-border source rules can quietly turn five years of overseas equity into Australian-taxable income unless the position is documented from day one.
Treaty residency tie-breakers, FITO for tax paid offshore, the interaction with your home country's residency tail.
Whether you have Medicare access, whether you need private health to avoid the surcharge, what counts and what doesn't.
Where each member of the family is tax-resident, how partner income is treated, what to do about offshore savings held in joint names.
Written, defensible position on when you became Australian tax-resident.
Including part-year and dual-resident scenarios, foreign income, FITO.
Cross-border vesting analysis, source rule application, double-tax relief.
What to keep, what to sell, what to disclose; CGT event implications.
Surcharge, levy exemptions, Reciprocal Health Care Agreement countries.
We work with specialist firms in the UK, US, Singapore, UAE, Hong Kong and EU - so both sides of the border stay in sync.
Brilliant for our first Australian return. They knew the US side of our affairs as well as our New York accountant did, and the Australian side better.Priya & Marcus T. · New York → Sydney · Year-one engagement
A single conversation in your first months in Australia can prevent the most expensive tax mistakes of your move. Free, 30 minutes, no obligation.
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