Library

In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Foreign Income and Assets

Expat eBook: Foreign Retirement Funds

19 March 2024
By Richard Marsden
For expats planning on returning to Australia, there continues to be a great deal of confusion about foreign retirement accounts. Foreign Retirement Funds is chapter two of our upcoming eBook, A Comprehensive Guide to Repatriation for Australian Expats, can help guide you through two key areas of uncertainty.

Exclusive Expat eBook Preview: Residency and Taxation

24 October 2023
By Richard Marsden
Residency and Taxation is chapter one of our upcoming eBook, A Comprehensive Guide to Repatriation for Australian Expats, which has been designed to help Australian expats make a seamless re-entry back to Australia. We hope you enjoy this exclusive preview that covers material that is foundational to financial success when repatriating.

ATO’s sights set on unreported foreign income

8 October 2019
By Ling Dias
The ATO has reminded taxpayers to report all foreign income this tax time or risk facing hefty penalties. This includes but is not limited to income derived from work, investments or family members. The call for accurate reporting comes off the back of recently implemented international data sharing agreements.

Undisclosed offshore income and assets? It’s time to get some advice.

20 November 2018
By Brett Schmidt
The Common Reporting Standard (CRS) is the latest weapon available to global tax authorities in their fight against international tax evasion...

The next four years

10 November 2016
By John Barton
As we’ve now had just over 24 hours to digest one of the most unprecedented upsets ever seen in US political history, it is now time to take a deep breath and consider what the next four years could mean for the US, Australia and global markets.

Moving to, investing in and doing business in Australia for the wealthy

22 March 2016
Australia continues to develop its taxation and migration laws to attract wealthy foreign citizens to invest in and to live in Australia. Although moving to or investing in Australia can be attractive, expert advice should be obtained to ensure compliance with Australian regulations.

ATO taxes Chinese citizen on cash transferred to Australia….a timely reminder for immigrants

22 December 2015
Case study: ATO taxes citizen on overseas cash transfers made to Australia after he moved here.

Reduced penalty period deadline for foreign investment breaches fast approaching

22 October 2015
Earlier this year the Australian Government announced reductions in penalties for foreign investors who disclose breaches of Australia’s foreign investment rules for purchases of Australian residential real estate. This offer will come to an end on 30th November 2015.