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My Client the Accidental Expat

Published on 20 Jun 2006 | Took place at The Chifley on Lennons, Brisbane , QLD

The movement of people across international borders creates a range of issues and challenges for the individuals involved, not the least of these is taxation. Many individuals do not plan to become “expats” - it is in many cases an accidental situation that they find themselves in. Unfortunately many individuals do not plan ahead and accidentally expose themselves to a taxation minefield!

The taxation issues that arise when individuals work or live outside their home country or change home countries can be varied. Accordingly, one of the biggest challenges is identifying the issues that may arise with international travel and work, and plan for the contingencies that may then occur.

The issues for inbound and outbound expatriates differ significantly and advisers who are able to identify the issues faced by each of these individuals are able to assist their clients in consciously preparing for and dealing with the challenges they will face - and not just by accident!

These practical seminar materials will bring real world examples to highlight the issues and apply the principles addressed.

Get a 20% discount when you buy all the items from this event.

Individual sessions

My client the accidental expat - outbound individuals

Author(s):  Shelley WESTBURY,  Trisha Koch

With Australian organisations expanding their operations into overseas markets, individuals sent on assignment often find themselves as “accidental expats”. This paper addresses some of the potential Australian tax issues outbound Australians may face as a result of their overseas assignment.

This was also presented at the 'My Client the Accidental Expat' seminar held in Brisbane on 20 June 2006. 

Materials from this session:

My client the accidental expat - inbound individuals

Author(s):  Danielle LYONS,  Belinda MARSCHKE

In the current war for talent, employers are looking overseas for their recruitment of skilled labour to fill long and short term needs and many foreign nationals are seeing Australia as an attractive place to work and/or retire. This paper looks at the tax issues individuals face when transferring or relocating to Australia either temporarily or permanently. Topics covered include:

  • determining residency status for Australian and home country purposes
  • the application of the double tax agreements, claiming exemptions and foreign tax credits
  • taxation of personal income, capital gains, overseas investments and foreign currency transactions
  • Medicare and Australian “social security” such as FTB, baby bonus
  • Australian superannuation and foreign superannuation funds
  • impact of type of visa and an application for permanent residency/citizenship
  • repatriation or retirement?
Materials from this session: