Australian International Tax Advice for Australians Already Overseas

You do not need to be in Australia to obtain an integrated review of your Australian tax position. Extax assists Australians already living overseas, founders managing businesses from abroad, private groups and internationally mobile families who need Australian advice coordinated with the facts and obligations of their current country.

This is particularly relevant where a local accountant has dealt only with the destination-country return, an Australian accountant has treated the matter as a routine non-resident return, or both advisers have worked separately without testing how the two systems interact.

Who this service is for

• Australians already living in Dubai or elsewhere in the UAE, Thailand, Singapore, the United Kingdom, the United States, Mauritius, Hong Kong, New Zealand, India, Malaysia, Indonesia, South Africa or another jurisdiction.

• People who were told they became non-resident simply because they left Australia, obtained a foreign visa or spent more than 183 days overseas.

• Founders who continue controlling an Australian company, signing contracts, directing staff or developing intellectual property while living abroad.

• Clients with Australian property, trusts, companies, superannuation, foreign pensions, investments or employee equity after moving overseas.

• Businesses expanding internationally through staff, contractors, agents, local entities, distributors, projects or remote management.

  
  
  
  

Why otherwise competent advice can fail

Cross-border errors often arise because each adviser answers a narrower question correctly but nobody owns the combined analysis. A destination-country accountant may not identify Australian CGT event I1, continuing Australian residence, 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 evidence.

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

What Extax reviews are available

• Australian individual residence under the statutory tests, TR 2023/1, relevant case law and treaty tie-breaker provisions.

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

• Australian companies, central management and control, permanent establishments, remote staff, contractors, agents and intercompany arrangements.

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

• Treaty relief, source rules, withholding, foreign tax credits, return amendments and evidence supporting the position taken in each country.

  
  

What you can expect

The service provided depends on the engagement scope agreed. An initial strategy review identifies the relevant issues, missing facts, immediate risks and the work required. A substantive engagement may include a residence opinion, departure-tax analysis, transaction or structure review, calculations, amended-return strategy, implementation plan, evidence schedule, coordination instructions for foreign advisers or an integrated advice memorandum.

How the engagement works

1. Provide the booking form details, including your current country, Australian nexus, issue and any deadline.

2. Use the no-fee 15-minute fit call where you need to confirm whether Extax is the appropriate adviser, or book the existing A$750 45-minute strategy review for substantive scoping and preliminary analysis.

3. Extax identifies the Australian workstream, the facts and documents required, and any issues that must be confirmed by a qualified adviser in the other jurisdiction.

4. A separate scope and fee is agreed before written advice, calculations, filings, implementation or foreign-adviser coordination begins.

Book the International Tax Strategy Review

Trust, responsibility and foreign-country 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. Extax can identify and coordinate those dependencies, but does not claim local-country practising rights everywhere a client may live or operate.

Frequently asked questions

Can Extax review advice already provided by my Australian or overseas accountant?

Yes. A second-opinion review can test the assumptions, factual evidence, Australian residence analysis, treaty position, departure-tax treatment, foreign tax credits and whether the two countries' filings are consistent.

Do I need to return to Australia for the engagement?

No. The initial review, document exchange and meetings can be completed remotely. The important issue is the quality of the facts, documents and evidence—not where you are sitting during the call.

Can Extax lodge my Australian return after reviewing the cross-border position?

Potentially, subject to conflict checks, engagement acceptance, the responsible tax-agent entity and the scope required. Complex residence, company, trust, pension or restructuring matters may need advice before the return position is finalised.

Extax Oceania

Ex Big 4 | Australian International Tax

Published and technically updated 29 July 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.