407 | s99B ITAA 1936

s99B ITAA 1936 is about foreign trusts paying accumulated income to Australian resident beneficiaries. Take away one of these elements, and you don't have a s99B issue.

400 | Foreign Trust Example

The theory around foreign trusts is confusing. So in this episode let's use a New Zealand trust as a foreign trust example.

394 | TP Reasonably Arguable Position

A reasonably arguable position - a so-called 'RAP' - is essential to protect you from penalties and interest around transfer pricing.

384 | Transfer Pricing

Transfer pricing is an issue whenever you deal with an associated entity overseas.

357 | US – AU Tax Questions

When you structure across the US - AU border, you easily run into the following six questions.

356 | Expansion Into The US

When your clients plan an expansion into the US, they will most likely ask you how to structure this. 

US Public and Private Markets

355 | US Public and Private Markets

How you structure your investment into US public and private markets depends on the following seven factors as Peter Harper of Asena Advisers will tell you in this episode.

US Retirement Plans in Australia

349 | US Retirement Plans in Australia

Holding a 401K as an Australian tax resident can cost you a lot of tax - but there are ways around it.

348 | CGT Moving Back To Australia

When you move from the US back to Australia, your tax position faces two big issues: CGT and your 401k.

US 16 | Non-ECI Non-FDAP

Non-ECI Non-FDAP - how is US sourced income that is neither ECI nor FDAP taxed in the US if derived by a non-resident?

US 15 | LLC Income

How LLC income is taxed in the US  - disregarding any treaty position - depends on three things as Gary Carter will tell you in this episode.

US 14 | Single Member LLC

A single member LLC is a disregarded entity for US federal tax purposes. The Australian entity assumes all US federal tax obligations instead.

US 12 | Australian Trust Holds LLC

For an expansion into the US is it best if your Australian trust holds LLC interests directly? Rather than going through a C-Corp?

Cross - Border Expansion

321 | Outbound Investments

How to avoid tax leakage and double taxation when you expand your business overseas? 

US 11 | Australian Loan to US

When you give an Australian loan to US operations, should you loan to your US blocker or directly to your US trading entity?

US 10 | LLC Plus Blocker

When would you set up an LLC plus blocker to expand into the US market? Marsha Dungog of Withers has the answer.

320 | Inbound Investments

Inbound investments have implications for Australian tax. Clint Harding of Arnold Bloch Leibler in Sydney will tell you what they are.

US 8 | LLC or C-Corp

As a non-US tax resident, should you run your US business through an LLC or C-Corp?

318 | To Block Or Not To Block

To block or not to block - that is the question Clint Harding and Alex Rasmussen will discuss with you in this episode.

US 7 | US Corporations

When your clients expand into the US, here are the types of US corporations to choose from.

Expand Into New Zealand

286 | Expand Into New Zealand

How to you expand into New Zealand? What GST and income tax implications does this have? Here is Mike Reddy of NZTax.com.au.

expand overseas

285 | Expand Overseas

What happens to your tax position when you expand overseas? Here is Clint Harding of Arnold Bloch Leibler in Sydney with the anwer.

Investing in Overseas Shares

284 | Investing in Overseas Shares

Investing in overseas shares through a company can result in withholding tax leakage as Clint Harding of Arnold Bloch Leibler will tell you.

US Stimulus Cheques

US 6 | US Stimulus Cheques

How do you treat the US stimulus cheques in Australian tax returns? Seth Hertz of US Expat Tax in Sydney will give you the answer.

US Individual Tax Return

US 5 | US Individual Tax Return (Form 1040)

How do you 'read' an US individual tax return for Australian tax purposes? This is the question we asked Seth Hertz of Expat US Tax.

US v Australian Tax for Individuals

US 4 | US v Australian Tax for Individuals

US v Australian tax for individuals  - how is US tax different from Australian tax and vice versa? Here is Seth Hertz with some insights.

US Tax For Individuals

US 3 | US Tax For Individuals

US citizens living in Australia are taxed on their worldwide income in Australia but also in the US. Here is Seth Hertz of Expat US Tax with more.

International Tax Update

228 | International Tax Update

What are the three biggest issues around international tax at the moment? Here is Bob Deutsch with some thoughts.

the 2019 harding case

154 | The 2019 Harding Case

Since the 2019 Harding case a permanent place of abode no longer needs to be a specific dwelling. Here is Andrew Henshaw of Velocity Legal with more.

Common reporting standards

36 | Common Reporting Standards

Tax havens start talking to the ATO thanks to the new Common Reporting Standards. Ben Sewell of Sewell & Kettle provides a helpful overview.

The Panama Papers

30 | The Panama Papers

The Panama Papers were the scandal the world had to have. In this episode Ben Sewell of Sewell & Kettle in Sydney tells us how it happened and what it meant.

offshore tax havens

26 | Offshore Tax Havens

How do you set up shop in an offshore tax haven? Ben Sewell of Sewell & Kettle shows you what it takes and a few more things along the way.

nonresident alien spouse

US 2 | US Nonresident Alien Spouse

How does the US tax system affect the Australian spouse of a US citizen or Green card holder? Jane Bruno of Bruno American Tax Services will give you the answer.

US tax obligations living in Australia

US 1 | US Tax While Living in Australia

As a US citizen or Greencard holder, the US will tax your worldwide income even while you live in Australia. Jane Bruno Bruno American Tax Services will give you the details.


8 | The Story Behind the Bywater Case

We have all heard of Bywater, but what actually happened? How was it set up? And how did the ATO find out about it? Here is Robert Campbell of McLeod Campbell & Associates with more.

Australia's tax residency rules

6 | Australia’s Tax Residency Rules are Broken

Something as fundamental as tax residency should result in a clear answer. But it doesn't. Too hard as Clint Harding of Arnold Block Leibler will argue. 

tax residency

5 | Tax Residency of Individuals & Companies

Tax residency is the gateway to the Australian taxation system. Robert Campbell of McLeod Campbell will walk you the ground rules around residency.