Build Wealth in Australia. Not Problems With the IRS.
Superannuation, investments, trusts, companies and Australian property can all create unexpected US tax consequences.
A private consultation with a US-Australia tax specialist will identify your risks, uncover legitimate tax-saving opportunities and help you protect what you’ve built, without paying more US tax than necessary.
128+ years
of combined tax expertise
1,000+ complex US tax
cases resolved
100% of clients stay
fully IRS compliant
REAL ISSUES FROM REAL HIGH NET WORTH CLIENTS IN AUSTRALIA
Tax mistakes that cost high net worth Americans the most
PFIC rules can quietly turn Australian managed funds and ETFs into a US tax nightmare, often without the investor realizing it.
Self-managed superannuation funds aren’t recognized as tax-deferred by the IRS, even though the ATO treats them that way.
Australian discretionary family trusts can trigger Form 3520 and 3520-A obligations, with penalties that start at $10,000 per violation.
Franking credits on Australian shares don’t translate cleanly to US tax treatment, leaving investors exposed to double taxation.
Ownership in Australian private companies or partnerships can require complex filings like Form 5471 or Form 8865, with severe penalties for missing them.
Inheritances or large gifts from Australian family members can trigger US reporting requirements, even when no tax is actually owed.
WRITTEN BY OUR IN-HOUSE TAX SPECIALISTS
US tax guides built for Americans in Australia
PRIVATE U.S. TAX STRATEGY BUILT FOR YOUR SITUATION
Why book a consultation with our tax experts
Our private consultation service is designed to offer strategic tax planning services to high net worth Americans that need help managing their US tax obligations in Australia efficiently.
We provide clear guidance on tax-saving strategies, business structuring, and personal asset management.
Whether you need help with tax return preparation or advice on a long-term tax strategy, we’ve got you covered.
Our expatriate tax professionals work with individuals, business owners, and investors to ensure tax compliance while maximizing financial benefits.
We also assist with US tax lodgment and staying up to date with IRS compliance requirements, so you never have to worry about missing a filing deadline.
Don’t take our word for it. Here’s what our clients say.
RECOGNIZED BY THE U.S. EXPAT COMMUNITY ACROSS AUSTRALIA
Meet our tax specialists in Australia
Andrew Landin
23 years of expat tax experience
Taki Trpceski
16 years of expat tax experience
Seth Hertz
35 years of expat tax experience
Nick Wee
19 years of expat tax experience
Leo Zimny
36 years of expat tax experience
Jonathan Rose
15 years of expat tax experience
Getting ready to file your US taxes from Australia?
There’s a lot to consider, but don’t worry. We’ve got you covered.
Get your free US tax guide for Americans in Australia.
This guide breaks down everything you need to know, from optimizing your tax strategy, claiming deductions and exclusions, to handling superannuation and franking credits, only unique to Australia.
