UNLOCKING THE MYSTERY OF AUSTRALIAN EXPAT TAX PLANNING IN THE USA!
Discover how to maximise your unique financial opportunities and avoid costly mistakes as an Australian expat working in the USA.
Steve Douglas, SMATS Group Executive Chairman, and Jason Stoch, Managing Director of Uptrend Advisory, will provide clarity around Australian and American tax issues that you may face as an expatriate.
Learn the fundamentals of Aussie expat tax planning and tax effective investment strategies that may help to create a tax-free return to Australia.
Register for this free webinar as Steve Douglas and Jason Stoch explain:
- Residency Rules and proposed changes Australian tax obligations
- US tax system, US tax obligations, Dual Residency, and 401K/Roth
- Key fundamentals of Pilot taxation in the US
- Expat tax planning before departure, whilst abroad and upon return
- Tax effective investment strategies whilst abroad and upon return
- Non-resident Superannuation contributions – a tax perspective
- Beware of Capital Gains Tax & Inheritance Tax whilst abroad
Click here to Download the Expat USA Pilot Taxation Summary Sheet
Executive Chairman
SMATS Group
Steve has been featured in articles by the Australian Property Investor Magazine, Singapore Business Times, South China Morning Post, Australian Entrepreneur Magazine, Benchmark, Western Australian Property & Investment and Property Link magazine.
Steve wrote the book “the Aussie Expat – The Luckiest Person on Earth” which has sold more than 10,000 copies worldwide. In 2009, Steve was recognised as one of the leading 50 Australians in Asia by Advance and invited to participate in the Advance Asia 50 Summit and in 2010 was awarded the Singapore AustCham Entrepreneur Award and in 2017 Steve was The Finders "Expatreneur Awardee 2017".
Certified Public Accountant (U.S.) and Chartered Accountant (CAANZ)
UpTrend Advisory
Jason is an Australian expat living in the U.S. He is a Certified Public Accountant (U.S.) and Chartered Accountant (CAANZ). Jason spent several years living in New York City and now resides in San Diego.
When he first moved to the U.S., Jason quickly discovered that none of the traditional accounting firms were able to cater to his expat situation. To ensure he was compliant, he decided to file his own tax returns. When other Australian expats heard about Jason, they began reaching out to him for assistance. Word of mouth spread and eventually Uptrend Advisory was established.
Jason founded Uptrend Advisory and currently serves as the Managing Director. With over 10 years experience, he has developed his unique expertise of the Australian and U.S. tax systems. Jason has helped hundreds of expats living in the U.S and abroad. He and his team are passionate about helping clients navigate the two countries' tax systems.
Book your free initial Tax Consultation
GLOBAL POWER | LOCAL KNOWLEDGE | UNIQUELY PERSONAL
Singapore | Malaysia | Hong Kong | China | Dubai | UK | USA | Perth | Sydney | Melbourne | Brisbane
Top 100 Accounting Firms - Australian Financial Review 2019-2020
Property Tax Firm of the Year Australia - Finance_Monthly Awards 2015-2019
Most Outstanding for Expat Australian Tax Planning - AI Global Excellence Awards 2015-2021
Best in Property Tax Australia - AI Accounting, Audit & Tax Awards 2015-2020
Best for Expat Australian Tax Planning - AI Accounting, Audit & Tax Awards 2015-2021
UAE Business Awards – Best Australian Expatriate Property Tax Firm 2018-2019
If you are an Aussie Expat then this book is a must.
At last, one concise and informative reference for all the answers you have been looking for.
It is the essential guide that will assist you with the Australian tax issues that you may face as an expatriate. It will explain what you need to know when you leave Australia, the period while you are away and what to do when you return.
Discover all the unique advantages available to you and how to maximise your time as an Expat to return to Australia and live financially sound for the rest of your Australian life.
Available in both hardcopy and eBook format
Liability limited by a scheme approved under Professional Standards Legislation | Australasian Taxation Services Pty Ltd (ATS) - ABN 60 068 961 400 | Registered Australian Tax Agent 62364000
Disclaimer: All information provided on this website is of a general nature only and does not take into account your personal financial circumstances or objectives. Before making a decision on the basis of this material, you need to consider, with or without the assistance of a financial adviser, whether the material is appropriate in light of your individual needs and circumstances.
The information on this website does not constitute a recommendation to invest in or take out any of the products or services provided by any of the SMATS Group of companies. Click here for our Privacy Policy.
Ravin is a fountain of knowledge around personal tax, providing me with detailed insights and guidance to help me understand and manage the complexities of being an expat in Asia.
Ken, Singapore
So lucky Shameel is on our team, we would be lost without her in this growth phase of the business.
G. Pritchard, Australian Company Director
Steve provided practical advice, solutions and options for my return to Australia after 15 years overseas - Thank you!
J Ryrie, Singapore
He has always been approachable, knowledgeable and has taken the time to explain complex issues and pragmatic solutions. In short, he has provided a first-rate service.
Anthony, London
Tax Filing meetings with Ravin are never boring because he is always kind, cheerful and ever willing to share his wealth of knowledge.
Jacqueline, Singapore
Honest, reliable and strong accounting and taxation advice. I could not recommend anyone better than Steve Douglas.
S. Brandt, Singapore
Eloisa has prepared and submitted Australia Income Tax Returns for my daughter for the last 10 years. In addition to being competent at her job, she is always friendly, helpful, responsible and successfully finishes the jobs well before the deadline.
T.Choo, Singapore
I’ve never met someone more committed and professional than Steve Douglas for taxation advice.
S. Brandt, Singapore
I honestly can’t recommend Simon enough. All our interactions to date have been on point, he takes the time to explain the details and he’s just a great bloke :).
J. Suresh, Sydney
Thank you so very much for your time and sound advice. You have no idea how reassured we felt after speaking with you - it was like we just knew the steps and felt so much more positive and directed.
Monica & David, Singapore
Grateful to Steve for helping me resolve my tax issues. Steve’s knowledge, professionalism and empathy is both reassuring at the tax level and comforting at the personal level.
Daniel, Singapore
A massive Thank you for all the guidance you have provided and patience you have displayed in order to get our 10 year backlog of tax returns completely up to date. We would have been absolutely lost without you.
Lindsay, UK
Thanks for your speedy response and amazing service – I’m a HUGE fan of SMATS!
Lee, Singapore
Nura is very approachable and knowledgeable in her work. Very responsible dealing with my tax and when offering taxation guidance. First rate service!
J. Teo, Singapore
What a great outcome – you guys are the best. I recommend SMATS and after all these years would like to stay with a company that has been very good to me and my friends.
Lee, Singapore
Thanks so much for all the help and work done so far. I will come to ATS for my affairs going forward, the service has been fantastic.
Brad, Singapore
Thank you for all your work and your teams work to pull everything together for me. Very clear and gave me an understanding of our financial position that I didn’t have before.
Michele, Singapore
All the time, effort and advice you have given us (and taking oh so many calls over the years) is a testament to you. I know we couldn’t have done it without you!
Michele, Singapore
I think it is rare these days to have a very long term relationship where I can see that you have looked out for us, watched over us and given us great advice and most importantly, cared about us as not just "clients".
Michele, Singapore
Everyone I worked with on this purchase was fantastic. Ravin as usual gave me great advice and support.
Mark
With only three weeks before repatriating to Australia, I contacted Ravin who was able to quick action tax advise based on my specific circumstances.
B. Rawson, Singapore
Ravin made me more aware of the Australian tax environment. Thank you for your patient advice and redesigning my investments to maximise returns.
B. Rawson, Singapore