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International tax and estate planning

Published on 01 Jul 18 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

Increases in globalisation, trade and technology have meant that it is now common for Australians to have assets and business interests in multiple jurisdictions and to be based overseas for extended periods of time, making them non-residents for tax purposes. Due to the nature of international law, potential conflicts of laws, different taxation rules in each country and (in some instances) double tax agreements, it is generally no longer possible for one adviser to provide holistic advice in relation to all aspects of international estate planning. Given the complexity in the laws in different jurisdictions, best practice is generally achieved by advisers developing a methodical, checklist-based approach and engaging with specialist foreign advisers to advise on specific aspects of an international or cross-border estate plan.

advise on specifi c aspects of an international or cross-border estate plan.

Author profile

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, and estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the Best Lawyers list since 2014 in relation to trusts and estates and either personally or as part of View Legal in Doyles since 2015 in relation to taxation, and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 13 August 2018
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