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Terry Hoban

Terry has over 15 years’ experience as a Global Mobility professional and trusted cross-border tax advisor, supporting the movement of people between Australia, the US and around the world. He has a strong reputation for providing cross-border advice to high-net-worth individuals, with his expertise extending to voluntary disclosure and expatriation advice for US citizens, as … Continued

New draft ruling TR 2022/D2 – Individual Tax Residency Rules

When the ATO released the Draft Ruling last week, the existing residency rulings IT 2650 and TR 98/17, were withdrawn.
It would appear the ATO has released the Draft Ruling to modernise the previous rulings (which were both released in the 1990s) and to incorporate key findings from recent residency cases, in particular Addy, Pike and Harding.

Crystal Flood

As a Client Director in the Private Business and Family Advisory team, Crystal’s focus is on International Family Advisory Services, advising clients on tax residency matters and helping them with personal cross border tax obligations. From early in her career, Crystal has been particularly drawn to working on personal tax residency and international tax matters. … Continued

2022 U.S. Taxation webinar

The big issues affecting Australians, US Citizens, Green Card holders and their Advisors Are you a citizen of the United States of America (U.S) or an adviser to U.S citizens living in Australia? Perhaps, like so many over the past two years, you have found yourself returning to Australia from the U.S? All of these … Continued

Lawrence Dujmovic

Lawrence is a Client Director for Tax Advisory and has provided tax specialist advisory for over 20 years. With a client base consisting of predominantly business owners, his specialities include tax treatment and implications for commercial transactions, effective tax structuring, the preparation of businesses for sale or purchase and mergers or demerger matters. Additionally, Lawrence … Continued

Ankit Sharma

As a trusted advisor of the firm, Ankit has strong experience working with a diverse range of clients including complex privately owned corporates and small to medium size family businesses, assisting with c-suite, family office and cross-border management.   Ankit also specialises in aged care work streams, high net worth family groups and investors across different industries, with whom he has … Continued

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