Complex Personal Australian Tax Advice
AIMS Australia Tax Accountants provides separately scoped Australian tax advice for individuals whose
affairs involve multiple income years, jurisdictions, asset classes, residency periods or ATO matters
requiring structured technical review.
The service is limited to the Australian tax consequences expressly included in the accepted written
engagement scope.
Service-boundary note
AIMS Australia Tax Accountants does not provide legal advice, migration advice, financial-product
advice, investment advice, valuation services or foreign-country tax advice under this service. Where
those matters are relevant, the client may need advice from an appropriately qualified legal, financial,
valuation, migration or overseas tax adviser.
AIMS Australia Tax Accountants does not provide legal advice, migration advice, financial-product advice, investment advice, valuation services or foreign-country tax advice under this service. Where those matters are relevant, the client may need advice from an appropriately qualified legal, financial,
valuation, migration or overseas tax adviser.
Matters We Commonly Review
Mixed Australian and foreign income
Complex Australian tax-residency histories
Australian tax consequences of overseas assets and investments
Australian investment property tax issues
CGT and deemed-disposal issues
Prior-year amendments
ATO objections and reviews
Private ruling considerations
Ownership structures affecting personal Australian tax positions
Start with a Preliminary Enquiry
Provide a concise summary of your situation through the Initial Tax Enquiry Form. Do not include TFNs, passport numbers, bank account details or other highly sensitive identifiers.
