We're a Baker Tilly network member
Learn more
Back to top
Key tax considerations for US citizens in Australia and Australians in the US

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
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.

Pitcher Partners insights

Get the latest Pitcher Partners updates direct to your inbox

Thank you for you interest

How can we help you?

Business or personal advice
General information
Career information
Media enquiries
Contact expert
Become a member
Specialist query
Please provide as much detail to ensure appropriate allocation of your query
Please highlight a realistic time frame that will enable us to provide advice within a suitable and timely manner. Please note given conflicting demands with our senior personnel, we will endeavour to respond to you within the nominated time frame. If you require an urgent response, please contact us on 03 8610 5477.
CPN Enquiry
Business Radar 2024
Federal Budget 2024-25
Student careers 2024-25
Search by industry