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Australian International Tax Advice for Australians Already Overseas

Updated: 4 days ago

You do not need to return to Australia to obtain specialist advice on your continuing Australian tax position. Extax assists Australians already living overseas, internationally mobile families, founders and private groups whose Australian obligations must be considered alongside the facts of the country in which they now live or operate.

The principal risk is often fragmentation: a destination-country adviser addresses the local return, an Australian accountant addresses a routine filing, but nobody tests whether the residency positions, capital gains treatment, foreign tax credits, company control and evidence are coherent across both systems.

Who should seek specialist Australian advice

  • Australians already living overseas who retain Australian property, investments, superannuation, trusts, companies or filing obligations.

  • People whose non-resident position has been assumed from a visa, day count or departure date without a complete factual and treaty analysis.

  • Founders who continue directing an Australian company, negotiating contracts, managing staff or developing intellectual property while abroad.

  • Families dealing with foreign pensions, employee equity, investment disposals, inheritances or a proposed return to Australia.

Why otherwise competent advice can fail

A destination-country accountant may not identify continuing Australian residence, CGT event I1, Australian company residence, controlled foreign company issues or Australian withholding consequences. An Australian tax preparer may not understand the foreign residence rules, local filing position or how overseas facts affect treaty residence and supporting evidence.

The consequences can include double taxation, missed foreign tax credits, inconsistent residence positions, unsupported company-management claims, incorrect pension or equity treatment, and structures that do not match how the founder or family actually lives and operates.

Issues that may require review

  • Australian individual residence, treaty residence and the evidence supporting the position taken.

  • Departure timing, CGT event I1, taxable Australian property, elections, valuations and later disposals.

  • Australian companies, central management and control, permanent establishments, remote personnel and cross-border arrangements.

  • Australian property, trusts, superannuation, foreign pensions, dividends, interest, capital gains and employee equity.

  • Treaty relief, source rules, withholding, foreign tax credits, return amendments and coordination with appropriately qualified foreign advisers.

Choose the appropriate starting point

Australian Expat Tax Consultation — A$500. This fixed fee includes structured intake, preliminary adviser review and a 45-minute consultation with an Australian international tax specialist. It is intended for a focused private-client or investor issue and identifies the principal Australian tax considerations, information gaps and appropriate next workstream.

Founder or Corporate International Tax Consultation — A$750. This route is designed for founders, CFOs and private groups where companies, trusts, business operations, transactions or material cross-border risks require additional preparation and senior commercial context.

Formal tax advice and implementation are not sold as public packages. Where the matter requires written advice, calculations, document review, restructuring, a ruling, amended filings or implementation support, Extax prepares a tailored statement of work and fee proposal after the relevant facts and professional responsibilities are understood. No additional work proceeds without approval.

How the engagement works

  1. Select the consultation that matches the nature and complexity of the matter.

  2. Complete the structured booking form, including the jurisdictions, Australian nexus, issue, relevant facts and deadline.

  3. The specialist reviews the supplied information before the 45-minute consultation and identifies the principal issues, missing evidence and immediate decisions.

  4. Where further work is required, Extax issues a tailored statement of work defining the questions, assumptions, deliverables, exclusions and fixed fees for approval.

Professional and jurisdictional boundaries

Extax leads or coordinates the Australian tax analysis through the appropriate Australian delivery entity and adviser. “Ex Big 4” describes relevant professional experience; it does not mean Extax is part of a Big Four firm. Tax, legal, immigration, regulatory or investment advice in another country must be provided or confirmed by an appropriately qualified adviser in that jurisdiction.

Frequently asked questions

Can Extax review advice already provided by another accountant?

Yes. A separately scoped second-opinion review can test the factual assumptions, Australian residence analysis, treaty position, departure-tax treatment, foreign tax credits and consistency between the countries' filing positions.

Does the A$500 or A$750 consultation include a formal written opinion?

No. The consultation provides senior preliminary consideration of the supplied facts and clarifies the appropriate next workstream. Formal written advice, calculations, extensive document review and implementation require an accepted statement of work.

Do I need to be in Australia?

No. The intake, preliminary review and consultation can be completed remotely. The quality and completeness of the facts and evidence matter more than the client's location during the meeting.

Extax Oceania

Ex Big 4 | Australian International Tax

Pricing and engagement pathway updated 7 August 2026.

This page provides general information only and does not constitute tax, legal, immigration or financial advice. Advice requires an accepted engagement and review of the specific facts.

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