How the Big Beautiful Tax Bill Impacts Australians Living in the US
The new US Big Beautiful Bill brings significant tax changes, with most policies taking effect in 2025 and 2026. Australians residing in the US should prepare to take advantage of these updates.
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.
Why You Should Choose an Expat-Focused Tax Firm
Choosing an expat-focused tax firm helps Australian expats stay compliant, avoid penalties, and save on taxes. It’s a smart investment for a stress-free tax experience.
Tax Considerations When Moving Back to Australia
If you're relocating back to Australia, make sure you consider the timing of your move, what to do if you're a Green Card holder, and how to manage your US-based assets.
Tax Implications of Relinquishing a Green Card
For Australian expats with a Green Card, it's important to understand the tax implications if you decide to relinquish it.
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.
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.
How to Choose the Right Business Structure
Learn the advantages and disadvantages of a Sole Proprietorship, LLC, S Corp, and C Corp so you can make informed decisions when starting your own business in the US.
US Homeownership for Australian Expats
Learn the benefits and drawbacks of owning a home in the US as an Australian expat.
Leveraging Child Tax Credits
Learn the different types of child tax credits you can claim on your tax return.
Impact of Australian Investments on US Taxes
Learn how investment opportunities and structures that are tax efficient in Australia can impact your US taxes.
Navigating Quarterly Taxes as an Australian Expat in the US
Learn the purpose of the quarterly tax system, how it works, and its relevance to Australian Expats in the US.
Avoid Surprise Tax Bills from Bonuses and RSUs
Bonuses and Restricted Stock Units (RSUs) are common forms of compensation for employees in the US. In this guide, we'll explore how regular bonuses and RSUs are taxed in the US.
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.
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.
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.