Ph: (03) 9948 3300
The opportunity to live and work overseas presents a range of questions including:
This question, asked at the right time, leads to other questions such as:
The International Team run pre-departure planning meetings to give you an opportunity to understand your tax obligations and plan ahead. Where appropriate we can meet with your financial planner and look to arrange a connection with a tax advisor overseas so that the financial and tax transition to expat life is smooth.
Contact us today to arrange your pre-departure meeting.
Many of our new clients have received offers to work overseas that they cannot refuse.
We met with one such client recently who accepted the opportunity to work in the US. After meeting with her and her financial planner we were able to provide guidance on:
With this information she and her financial planner were able to make better decisions about her future investment plans. We were also able to introduce her to a tax advisor in the US with expatriate tax expertise to assist her with her transition into the US tax system with a view to minimising potential tax exposures and double tax issues.