Key tax considerations for US citizens in Australia and Australians in the US
Are you a US citizen or green card holder living in Australia with tax challenges? Are you considering a work assignment in the US? Perhaps you are thinking of returning to Australia for retirement? Or you may be an advisor who has globally mobile clients?
Our cross-border tax experts Terry Hoban and Noelle Abella will address some of the common queries that we encounter working with clients on a daily basis, including:
Pre-immigration tax planning – what you should consider before your move
The tax implications of renouncing US citizenship • How Australian tax is applied to US pensions
The taxation of Australian Superannuation and family trusts under the U.S system
How to plan for retirement and structure an estate plan as a dual resident
Investing in ‘US tax friendly’ assets
This information is accurate as of 19 September 2023
See how Pitcher Partners team can help you, contact us today - we'd love to help.
This content is general commentary only and does not constitute advice. Before making any decision or taking any action in relation to the content, you should consult your professional advisor. To the maximum extent permitted by law, neither Pitcher Partners or its affiliated entities, nor any of our employees will be liable for any loss, damage, liability or claim whatsoever suffered or incurred arising directly or indirectly out of the use or reliance on the material contained in this content.
Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
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