Specialist Australian Tax Support for Complex Cross-Border Affairs

A boutique Australian tax advisory firm assisting expatriates, foreign residents, globally mobile professionals and private clients with technically complex Australian tax affairs involving cross-border issues.

Submitting an enquiry does not create a client relationship or constitute tax advice.

FCPA-led specialist practice

CPA Public Practice & Registered Tax Agent

Registered Tax Agent

Over a Decade of Specialist Tax Experience

Specialist Australian Tax Advice for Cross-Border Matters

Clients Whose Tax Affairs Require More Than a Standard Return Approach.

AIMS Australia Tax Accountants assists clients where Australian tax treatment depends on residency history, cross-border income, property records, CGT events, prior lodgements or ATO correspondence.

Australians Living Overseas

Australian tax matters for expatriates and Australians maintaining income, property or other tax obligations in Australia.

Individuals Leaving or Returning

Individuals Leaving or Returning to Australia

Australian tax consequences of residency transitions, foreign income, investments, employee equity and retained Australian assets.

Australian Property and CGT

Foreign Residents with Australian Property

Australian tax reporting for rental income, property disposals, CGT and foreign resident capital gains withholding matters.

Globally Mobile Professionals and Executives

Globally Mobile Professionals and Executives

Australian tax matters involving international employment, employee equity, foreign income and movement between jurisdictions.

Clients with Foreign Income, Pensions or Investments

Clients with Foreign Income, Pensions or Investments

Australian reporting of foreign salary, interest, dividends, pensions, investments and capital gains.

Clients with Overdue Lodgments or ATO Matters

Clients with Overdue Lodgments or ATO Matters

Historical returns, amendments, default assessments, objections and other ATO correspondence requiring structured review.

Specialist Australian Tax Services

Our services are designed for technically complex Australian tax matters involving residency, cross-border income, Australian property, CGT, deemed disposal, ATO compliance and historic lodgment issues.

Expat Tax Returns and Residency Reviews

Australian tax return and residency support for expatriates, Australians living overseas, returning residents and individuals with income, assets or tax obligations across more than one country.

01

Foreign Resident and Non-Resident Australian Tax Returns

Australian tax return assistance for non-residents and foreign residents with Australian-sourced income, rental properties, capital gains, ATO notices or outstanding lodgment obligations.

02

Foreign Resident Investment Property Tax Returns Australia

Australian tax return preparation for foreign residents and overseas investors with Australian rental properties, including rental income, deductible expenses, depreciation, capital works, interest, rental schedules and CGT considerations.

03

Tax Residency and Double Tax Agreement Reviews

Review of Australian tax residency, residency transition dates, Double Tax Agreement tie-breaker issues, income source, foreign income disclosure obligations and the interaction between Australian and overseas tax positions.

04

CGT on Leaving Australia and Deemed Disposal

Review of capital gains tax consequences when Australian tax residency ceases, including CGT event I1, deemed disposal, taxable Australian property, non-taxable Australian property, asset values and future disposal implications.

05

Rental and CGT Schedules for Australian Investment Properties

Preparation of Australian rental property schedules and CGT schedules for investment property disposals, including cost base review, ownership history, rental records, capital works, depreciation and foreign resident CGT withholding considerations.

06

Foreign Income Tax Reporting Australia

Australian tax reporting for foreign salary, dividends, interest, rental income, pensions, retirement accounts, foreign capital gains and foreign income tax offsets.

07

Overdue and Late Australian Tax Returns

Assistance with multiple overdue Australian tax returns, late lodgments, missing records, ATO prefill review, default assessments, penalties, general interest charge and compliance catch-up.

08

ATO Amendments, Objections and Private Binding Rulings

Assistance with amending prior-year tax returns, preparing objection submissions, responding to ATO issues and applying for private binding rulings on complex Australian tax matters.

09

Complex Personal Tax Advisory

Structured review of complex Australian personal tax matters involving residency histories, foreign income, investment properties, CGT, historic tax years, ATO correspondence or complex structures.

10

Why AIMS Australia Tax Accountants?

Senior Oversight

Complex engagements receive senior oversight appropriate to their technical complexity and professional risk.

Evidence-Led Analysis

Australian tax positions are developed from the available facts, supporting records and applicable Australian tax law.

Australian Tax Focus

Australian Tax Focus

We advise on Australian tax consequences where clients, income or assets extend across borders. Foreign-country advice is outside our scope unless separately agreed and lawfully provided, and clients may need advice from a suitably qualified foreign adviser.

Clearly Defined Engagements

The proposed scope, exclusions, information requirements, fee basis and payment terms are confirmed before substantive work begins.

Our Technical Review Process

Draft tax returns, schedules, advice summaries or ATO submissions are provided to the client for review before lodgement or, where applicable, submission to the ATO.

Preliminary Scoping

Provide a concise outline of your circumstances, relevant income years, countries, principal income sources or assets, and any current ATO correspondence or deadlines.

01
Scope and Fixed-Fee Proposal

Scope and Fixed-Fee Proposal

Where the matter falls within our practice focus and capacity, we confirm the proposed services, exclusions, information requirements, indicative timeframe and fixed professional fee.

02

Engagement, Verification and Records

Work commences after the engagement terms are accepted, identity verification and onboarding are completed, the required records are received and the agreed payment conditions are satisfied.

03
Technical Review and Draft Preparation

Technical Review and Draft Preparation

We review the available evidence and relevant Australian tax issues before preparing the agreed draft returns, schedules, calculations, advice or ATO submission.

04
Client Approval and Completion

Client Approval and Completion

After receiving the required client approvals, we complete the agreed lodgment or ATO submission, where included in the confirmed scope.

05

Start with a Preliminary Enquiry

Provide a concise outline of your circumstances, relevant countries and income years, principal income sources or assets, and any current ATO correspondence or deadlines.

We will assess whether the matter falls within our Australian tax practice focus and current capacity and advise whether we are in a position to assist.

Submitting an enquiry does not create a client relationship or constitute tax advice. Please do not include your tax file number or upload identity documents at this stage. Review our Privacy Collection Notice before submitting personal information.

AIMS Australia Tax Accountants

CPA public practice and registered tax agents assisting clients in Australia and overseas with specialist Australian tax matters.

Location

Melbourne CBD

Level 30, 35 Collins Street, Melbourne VIC 3000

Caulfield South

Shop 1, 333 North Road, Caulfield South VIC 3162

The information on this website is general in nature and does not constitute tax advice. Australian tax outcomes depend on each client’s specific facts and circumstances. Clients should obtain professional advice before making tax, residency, CGT or lodgement decisions.

Liability limited by a scheme approved under Professional Standards Legislation.

Copyright © 2026 AIMS Australia Tax Accountants. All rights reserved.

AIMS Australia Tax Accountants is a CPA public practice and registered tax agent providing specialist Australian tax services to clients in Australia and overseas.

ABN 21 159 602 276

Registered Tax Agent No. 24859230

Contact

Locations

Melbourne CBD
Level 30, 35 Collins Street, Melbourne VIC 3000

Caulfield South
Shop 1, 333 North Road, Caulfield South VIC 3162

The information on this website is general in nature and does not constitute tax, legal, financial, migration or other professional advice. Australian tax outcomes depend on the applicable law and each client’s specific facts and circumstances. Professional advice should be obtained before acting or relying on this information.
Services are subject to acceptance, agreed scope, identity verification, availability and payment.
Copyright © 2026 AIMS Australia Tax Accountants. All rights reserved.