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Outbound investments (expats) presentation


Organisations and individuals are increasingly seeking opportunities outside Australia, as a result many Australians are working overseas either for the short term or much longer term. This presentation looks at the tax issues facing Australians when they live and work overseas. Topics covered include:

  • determining Australian residency status
  • the impact of foreign country residency status
  • the application of double tax agreements
  • what income remains subject to tax in Australia
  • taxation of personal income and the impact on Australian investment strategies such as negative gearing
  • capital gains tax including the recent changes to connected assets
  • double taxation, exemptions and foreign tax credits
  • the impact on Australian superannuation
  • eligibility for Australian Medicare and impact on private health insurance
  • eligibility for Australian 'social security' such as FTB and baby bonus
  • issues faced on repatriation to Australia.

Author profile:

Julie Donnellan
Julie is an Executive Director in KPMG’s International Executive Services practice area, with many years experience with equity based compensation, expatriate and employment tax consulting. Julie advises national and international clients across most industry sectors on international employee share plans for both executives and employees and on other bonus and incentive arrangements. Julie is well versed in the needs of senior executives and relocating employees and has extensive experience advising on and offering effective and practical solutions to a range of complex expatriate tax issues. She has experience in the development and implementation of tax effective international remuneration packages, international pension and tax equalisation plans, double tax agreements and cross-border tax planning strategies. Current at 25 February 2009 Click here to expand/collapse more articles by Julie DONNELLAN.

This was presented at Outbound Investments (Expats).

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Individual sessions

Outbound investments (expats)

Author(s):  Julie DONNELLAN

Materials from this session:

Tax update session - March 2007

Author(s):  Geeta KSHATRIYA

Materials from this session:

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