Special tax topics 2026-27 - Wealthy families with cross-border issues

This session explores the key Australian tax issues that arise when wealthy families migrate to Australia, including tax residency, foreign assets, offshore structures, inherited wealth, and post-arrival structuring opportunities.

Upon successful completion of this topic, learners should be able to:

• Assess tax residency consequences for migrants.
• Recognise tax consequences of holding assets on arrival.
• Assess tax treatment of offshore structures.
• Identify post-arrival structuring opportunities.

This session forms part of the Special Tax Topics Series. These detailed sessions have been specifically designed for an online platform to ensure training is informative, immersive and engaging.

These sessions will:

• Ensure you get the critical knowledge you need while minimising your time out of the office.
• Assist you in providing proactive tax advice and identifying tax planning opportunities early.
• Help you avoid possible traps and pitfalls.
• Give you answers to the questions most relevant to you.

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Continuing Professional Development Hours

All sessions covered in our Special Tax Topics Series constitute verifiable CPD for CA ANZ and are likely to meet the Tax Practitioners Board's CPD requirements.

Related Packages

Looking for more? Our Essential Tax Updates perfectly complement these special topic sessions.