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  2009

Expatriates: Critical Tax & Super Issues

Source: QLD

Published Date: 13 Aug 2009

 
Expatriates, both inbound and outbound and their employers and advisers, face unique challenges and issues in relation to the operation of the Australian Taxation System. In addition, the recent budget changes have added to the complexity that needs to be addressed and managed. In particular, the changes to section 23AG are now law and apply from 1 July 2009 meaning there is a fundamental change to the tax landscape for Australian's working overseas and the planning for structuring those assignments needs to happen now.

In addition to dealing with the changes to section 23AG, this event focused on some of the more common issues encountered by advisers when dealing with Australians who are living or working overseas, or for foreign nationals who are living or working in Australia. These include dealing with transfers of offshore superannuation and pension balances, understanding and applying double tax agreements and dealing with Australians who have participated in offshore employee share plans.

This event was aimed at accountants, lawyers and financial planners who advise individuals that are working or living overseas or have come to Australia to work, live or retire. This event was also aimed at advisors and employers that send staff offshore or that source staff for work in Australia from offshore.

Expatriates: Section 23AG exemption

Author(s): Kristy Whitnell , Alana Haiduk , Justin Long , Sally-Anne Horn , Belinda Wright CTA
Materials from this session:

Overseas superannuation and pension investments: The most tax effective means of accessing these funds while in Australia

Author(s): Alana Haiduk , Justin Batticciotto
Materials from this session:

Double tax agreements

Author(s): Natalie Frame
Materials from this session:

Employee share schemes

Author(s): Shannon James
Materials from this session:

Details

  • Published On:13 Aug 2009
  • Took place at:The Novotel Hotel, Brisbane

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2009

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