01
CGT event I1 and the assets you keep
Choosing to disregard the deemed disposal on departure, or trigger it, resets your tax base for years to come. The right call depends on your whole picture.
Service 04 / 07 · CGT
Capital gains on
Australian assets.
Selling - or even just keeping - Australian property and investments as an expat can quietly cost you tens of thousands if the timing, residency status or main-residence position is wrong. We map the strategy that protects the most equity, before the tax is locked in.
§ 01
Who this is for.
CGT is where expat decisions turn into six-figure outcomes - usually without the owner realising a choice was even being made. The interaction of residency status, the discount, deemed disposals and the main residence rules means that two people with identical assets can face wildly different bills depending on a few dates and elections.
This service is for expats who own, or are about to sell, Australian property, shares or managed investments, and want the position worked through before they act - while the strategy can still change the number.
§ 02
What this covers.
02
The main residence exemption for non-residents
The 2019 changes can strip the exemption entirely from a home sold while you're a non-resident. The exceptions and transitional rules are narrow - and easy to miss.
03
The six-year absence rule
Treating a former home as your main residence while you rent it out can shelter years of gain - but only if the conditions and timing are managed correctly.
04
The 50% discount, modified for non-residents
The discount is apportioned for periods of non-residency since 2012. Whether the gain is worth realising at all can hinge on this.
05
Deemed disposals and cost-base resets
Becoming or ceasing to be a resident can reset the cost base of certain assets. Used well, it's a planning tool; missed, it's a trap.
06
Timing the sale around residency
The same property sold a few months either side of a residency change can produce very different tax. The plan has to come before the contract.
§ 03
How we help.
01 / 05
Property CGT strategy
PPOR absence rule, six-year rule and the non-resident main residence position worked through for your specific home and timeline.
02 / 05
Event I1 elections
Whether to disregard or trigger the deemed disposal on departure, with the numbers behind the call.
03 / 05
Discount & apportionment modelling
How the modified discount applies to your gain, and whether realising it is worth it.
04 / 05
Sale timing analysis
Where, in the residency timeline, a disposal should fall to protect the most equity.
05 / 05
Written CGT position
The strategy and reasoning documented, so you act with the full picture and a defensible record.
We were about to sell the Sydney place at exactly the wrong time. The CGT advice saved us more than six figures - on the timing alone.Returning expat · Dubai → Sydney · CGT on Australian assets
Protect the equity before you act.
Australian property and investment decisions are easy to get expensively wrong as an expat. Let's work through the CGT position while the strategy can still change the number.
Book a CGT consultationRelated services.
Service 01 / 07
Residency determinations
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Service 02 / 07
Tax return preparation & lodgement
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Service 03 / 07
Departure & repatriation planning
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Service 05 / 07
Superannuation & retirement strategy
Go →
Service 06 / 07
Employee share scheme advisory
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Service 07 / 07
ATO representation & reviews
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