Technical service
Expat Tax Returns and Residency Reviews
AIMS Australia Tax Accountants assists expatriates, overseas Australians and individuals moving to or from Australia with Australian tax returns, tax residency assessments, foreign income reporting, Australian rental property income, CGT, deemed disposal issues and ATO compliance.
Submit an 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.
Compliance note.
Residency and expat tax positions are fact-dependent. AIMS Australia Tax Accountants does not determine residency based only on the number of days spent in or outside Australia. The relevant facts, records, chronology and applicable law must be reviewed before a position is adopted. Australian tax residency should not be determined solely by the number of days spent in or outside Australia. The correct position depends on the client’s full facts, supporting evidence and applicable Australian tax law.
Before work begins
Formal advice, tax return preparation, amendment work, objection support or ruling assistance is provided only after scope, onboarding, engagement and payment arrangements have been completed.
Matters We Commonly Review
Australian tax residency when leaving or returning to Australia
Part-year residency positions
Foreign income reporting
Foreign tax paid and foreign income tax offsets
Australian rental property retained while overseas
CGT consequences on ceasing Australian tax residency
Deemed disposal and CGT event I1 issues
Overdue or incorrect prior-year Australian tax returns
ATO correspondence and compliance issues
Submit a Preliminary Scoping Enquiry
Submit the relevant facts, tax years, residency position, property or asset details and any ATO correspondence so the matter can be scoped.
