Appointments should be booked in advance

Specialist Australian Tax Support for Residents, Expats, Non-Residents and Cross-Border Clients

AIMS Australia Tax Accountants assists Australian residents, expatriates, foreign residents, non-
residents and globally mobile clients with complex Australian tax and cross-border matters.

We provide structured, evidence-based tax support focused on technical accuracy, compliance and careful review before a tax position is adopted

Our work includes tax residency, foreign income, foreign tax offsets, CGT, deemed disposal, ESS and equity arrangements, Australian investment properties, overdue lodgements, ATO amendments, objections, voluntary disclosures and private binding ruling applications.
FCPA-led specialist practice

CPA Public Practice & Registered Tax Agent

Registered Tax Agent

Over a Decade of Specialist Tax Experience

Award-Winning Tax Firm

Specialist Cross-Border Tax Advisory

Who we assist

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.

Australian expatriates living overseas

Australian expatriates living overseas

Australians leaving Australia or returning to Australia

Australians leaving Australia or returning to Australia

Foreign residents with Australian investment properties (2)

Foreign residents with Australian investment properties

Non-residents with Australian-sourced income

Overseas investors who have sold or are Selling Australian property

Overseas investors who have sold or are selling Australian property

Clients requiring Australian tax residency assessments

Clients requiring Australian tax residency assessments

Clients with Double Tax Agreement considerations

Clients with Double Tax Agreement considerations

Clients with foreign income, foreign pensions or overseas investments

Clients with deemed disposal issues on ceasing Australian tax residency

Clients requiring Australian rental schedules

Clients requiring Australian rental schedules

Clients requiring CGT schedules for Australian property disposals

Clients requiring CGT schedules for Australian property disposals

Clients with multiple overdue Australian tax returns

Clients with multiple overdue Australian tax returns

Clients requiring amendments to prior-year Australian tax returns

Clients requiring amendments to prior-year Australian tax returns

Clients seeking assistance with ATO objections or private binding ruling applications

Clients whose Australian tax affairs involve trusts, companies

Clients whose Australian tax affairs involve trusts, companies, foreign entities or other structures requiring careful personal tax review

Tax Services

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

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.

01

Preliminary Scoping

We first obtain the key background facts, relevant income years, residency timeline, Australian and
foreign income sources, asset history, property records and any ATO correspondence.

02

Scope and Risk Identification

We identify the technical issues that may affect the work, including residency, DTA interaction, foreign income, CGT, deemed disposal, rental property reporting, historic lodgements, prior-year amendments and ATO compliance issues.
03

Document and Evidence Review

We review the available documents, source records, ATO prefill information, residency facts, income records, property schedules, CGT records and supporting evidence.
04

Draft Preparation and Client Review

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.
05

Lodgement or ATO Submission

Once the relevant client approvals are received, the agreed lodgement or ATO submission is completed within the confirmed scope of work.

Start with a Preliminary Technical Scoping Enquiry

If your Australian tax matter involves residency, DTAs, foreign income, Australian property, CGT, deemed disposal, overdue lodgments, amendments, objections or a private binding ruling, please submit an enquiry so we can assess whether the matter falls within our practice focus.

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.

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

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 personal tax advice. Australian tax outcomes depend on each client’s specific facts and circumstances. Clients should obtain professional advice before making residency, CGT or lodgement decisions.
Liability limited by a scheme approved under Professional Standards Legislation.
Copyright © 2026 AIMS AUSTRALIA Tax Accountants. All rights reserved.