An In-Depth Look At The New Australian Tax Residency Rules

In this Exclusive Seminar we take an in-depth look at how to use your International Status to minimise the tax you pay.

When:

Thursday, October 6, 2022

Time:

6:00pm - Guests arrive, registration, welcome drinks
6:30pm - Welcome by Vicki Tanner, President of AusCham
6:45pm - 8:00pm - presentation and Q&A
8:00pm - 9:30pm - networking and light apéro

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Sorry, this webinar has already taken place. Click below to access a recording or to browse our most recent online events.

Location:

Venue: Schellenberg Wittmer AG Löwenstrasse 19, 8001 Zurich

Following an announcement in the 2021/22 Federal Budget, major changes to Australian tax residence rules for individuals are under way and may take effect from as early as 1 July 2023. Whilst draft legislation has not yet been released, it is very important for you to understand how these changes may affect you.

In this seminar, using a number of real life case studies, the presenters will explain how the proposed changes may impact on Australian expats and what strategies they can utilise to minimise their overall tax position.

On the evening, presentations will include tax optimised investment strategies for those expats who intend to remain in Europe for the long term and also for those who intend to return to Australia to continue their careers or to retire.

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Find out how to reduce the tax you pay

The key questions that Australian expats need to consider whilst working in Switzerland are ‘how will these new rules apply to me?’ and ‘what actions could I take to reduce and my future tax liabilities in Australia?’.

Reserve Your Spot

Watch Recording

In our latest seminar, we will delve deeper into:

The New Australian Tax Residency Rules
What is the so-called ‘bright line’ test?
How you can use your international status to reduce the tax you pay
Finding the best investment vehicle for your unique circumstances
How high earners can benefit from changes to the tax system
The minimum time you must hold these investments to qualify
Protecting your investment gains when you choose to return home

Ryan Donaldson

Regional Manager & Senior Financial Planner

Having worked in numerous locations around the world, Ryan has firsthand experience of how to best support international investors with financial planning advice and security on a domestic and international level. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality and your future lifestyle is protected.

Geoff Taylor

Partner & Australian Tax Expert

We are delighted to confirm special guest host Geoff Taylor is flying all the way from Sydney for the event. Geoff is one of Australia’s leading expat tax and financial planning advisers. He regularly delivers Keynote addresses and has assisted many expats during their repatriation to Australia. A dual qualified Tax Accountant and Financial Planner, Geoff has developed specialised expertise in advising Australian expatriates over the last 14 years.