top of page

Cross-border tax advice for Australians operating globally.

We advise on complex, multi-jurisdiction tax matters - with a structured approach focused on accuracy, clarity and defensibility.

Specialist cross-border tax advisors
 

We advise individuals and businesses navigating complex international tax matters - whether Australian businesses expanding globally, individuals relocating overseas, or overseas individuals and businesses relocating to or establishing operations in Australia.​

​

Our approach is structured and defensible - focused on getting your tax position right before advice is provided.

​

​

Who we advise

We work with individuals and business owners managing tax obligations across jurisdictions.

​

  • Australians relocating overseas

  • Individuals living or working internationally

  • Clients returning to Australia

  • Internationally active business owners

Our approach

Cross-border tax outcomes are highly dependent on facts, timing and structure.

​

We take a structured approach = beginning with a detailed assessment of your position before providing advice. This ensures recommendations are aligned with your circumstances and supported by a clear technical basis.

Engagement process

Step 1 - Diagnostic

A structured assessment of your tax position.

​

Step 2 - Advice or Strategy

Targeted advice or a comprehensive strategy, depending on complexity.

​

Step 3 - Implementation and Ongoing Support

Assistance with structuring, compliance and ongoing matters where required.

Client Experience

"Tara provided great easy to understand advice during our initial meeting. I will be looking to use her expert advice and services once I finally have my business set up." Louise S.

​

"Excellent guidance, I would recommend consulting with them and would happily do so again". Tim H.

​

"I highly recommend Worldwide Advisory. As an Australian currently living and working overseas, it was amazing to find someone who has such a great understanding of tax obligations for foreign tax residents. Tara was not only incredibly efficient and professional, whe was also just a pleasure to talk to and deal with. Will definitely be using this company again moving forward" MazSwi

 

​​

Services

Tax Position Diagnostic:

Initial assessment to determine the appropriate advisory pathway.

​

Targeted Advice:

Advice on specific issues, including residency and foreign income.

​

Comprehensive Strategy:

Cross-border tax strategy covering residency, capital gains and structuring.

Structuring and Ongoing Support

Where appropriate, we assist with implementation and ongoing compliance to ensure the tax position operates as intended.

​

  • Cross-border structuring (companies and trusts)

  • Tax compliance for individuals and entities

  • SMSF tax and compliance, including overseas considerations

  • Ongoing advisory support

Engagement Principles

Advice is provided through a structured engagement following a detailed review of your position.

​

We do not provide technical advice on introductory calls or via email.

​

Meetings are included where appropriate to the engagement and may be scoped separately where required.

Further Information

Do I need to start with an assessment?

Yes. This ensures your position is properly understood before advice is provided.

​

Can advice be provided on a call?

No. Advice is provided following a detailed review of your circumstances.

​

Are meetings included?

Meetings are included where relevant to the engagement scope.

Begin with a Structured Assessment

We will review your position and determine the appropriate advisory approach.

​

​

​

​

​

bottom of page