Should You File a Tax Extension?
lauren swersky lauren swersky

Should You File a Tax Extension?

The U.S. tax deadline is April 15, but if you’re an Australian expat who hasn’t secured a CPA firm or filed independently yet, you can request a six-month extension until October 15.

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401k Withdrawal Strategies for Australian Expats
lauren swersky lauren swersky

401k Withdrawal Strategies for Australian Expats

Planning for Retirement as an Australian Expat

If you're an Australian expat who contributed to a 401k while working in the US, it's important to know how to withdraw those funds effectively. This guide explains 401k basics for expats and outlines strategies for withdrawing funds.

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Demystifying the US-Australia Tax Treaty
lauren swersky lauren swersky

Demystifying the US-Australia Tax Treaty

What is the US-Australia Tax Treaty?
An agreement established to prevent individuals and entities operating across borders from being taxed on the same income in both the United States and Australia. It also helps prevent tax evasion.

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Decoding Your Stock Options: The Benefits of ISOs vs NSOs
lauren swersky lauren swersky

Decoding Your Stock Options: The Benefits of ISOs vs NSOs

Working in the US for a large corporation presents an exciting opportunity for Australian expats, especially due to the allure of employee stock options. These options are used to attract and retain top talent and offer substantial financial opportunities beyond regular employment income.

For Australian expats, it’s essential to understand the advantages and disadvantages of each type of employee stock option to make informed decisions about careers and financial futures. In this guide, we explore the various types of stock options, shedding light on their pros and cons to empower Australian expats with valuable insights.

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Maximize Tax Savings: Choose the Right Filing Status
Jason Stoch Jason Stoch

Maximize Tax Savings: Choose the Right Filing Status

Navigating the U.S. tax system as an Australian expat can be a complex task, especially when it comes to choosing the right filing status. Unlike Australia, the U.S. offers several filing statuses, each with its own rules and advantages. The tax filing status you select drives the tax rates, deductions and credits that can be applied to your tax return. In this guide, we'll break down the five main tax filing statuses, helping you understand which one aligns best with your unique circumstances and how it can impact your tax obligations.

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The ATO vs. IRS: 4 Key Differences Australian Expats Should Know
Jason Stoch Jason Stoch

The ATO vs. IRS: 4 Key Differences Australian Expats Should Know

Most Australians are well-acquainted with the operations of the Australian Taxation Office (ATO). However, Australian expats who either move to or are already residing in the United States, often find that the US’ tax body equivalent, the Internal Revenue Service (IRS), is distinctively complex and difficult to navigate. In this article, we delve into the differences between these two tax authorities and shed light on how they impact expatriates.

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