US/Australia Private Client

We provide a premium private client service for U.S. individuals and families whose financial lives span Australia and the United States. Our work is tailored, precise, and grounded in deep technical expertise.

For individuals abroad, personal tax is rarely simple. Two systems, two reporting regimes, and a tax treaty that helps - but doesn’t always harmonize - create a landscape where clarity and foresight matter. Managing your affairs requires advisors who understand the subtleties of both jurisdictions and the way they interact.

Who This Service is For

We support a wide range of U.S. persons living in Australia, including:

• U.S. citizens and green card holders relocating to or residing in Australia

• Australian citizens residing in the U.S. (or returning to Australia)

• Entrepreneurs with cross‑border business interests

• Investors with U.S. and Australian portfolios

• Families with trusts, estates, or multigenerational wealth

• Individuals considering expatriation/renunciation

Our team understands the nuances of both systems - and how they interact - so you avoid double taxation and unnecessary complexity.

Our Expertise

Our compliance and consulting services include:

• Coordinated preparation of U.S. federal returns, state filings, and Australian tax returns, with careful attention to foreign tax credits, treaty positions, and timing mismatches

• Strategic advice on Australian tax residency, U.S. continuing tax obligations

• Navigating the complex U.S. treatment of Australian superannuation, including growth, contributions, and reporting considerations

• Avoiding U.S. anti‑deferral regimes such as CFCs (foreign companies) and PFICs (foreign investments), managing foreign exchange exposure, and structuring Australian investments with cross‑border efficiency in mind

• Specialist support for Australian discretionary trusts, U.S. grantor/non‑grantor trust classification, and cross‑border estate and gift tax strategy

• Advisory services for migrating individuals, including pre-residency planning and repatriation tax strategies to avoid exit taxes

If your life spans the U.S. and Australia, your tax advice should reflect that. We build thoughtful, targeted strategies that focus on attaining your goals and solving your challenges as efficiently and effectively as possible. In a world that often feels impersonal, your needs are our priority, every day.