Category: Australia

The Australian Community- Asena Advisors TAX interview

An interview by The Australian Community, a 501 C-3 public charity, with Peter Harper, our CEO and managing director, as well as Renuka Somers, our...

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Opportunities amidst the chaos: protecting your family and your business

People becoming ill, a falling stock market, borders being closed, businesses being shut or operating on a lower capacity, business valuations declining, lower liquidity…. This...

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Issues with jointly held assets

A “U.S. person” (citizen or green card holder) is subject to estate and gift taxes on their worldwide assets – i.e. regardless of whether the...

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Where are you “domiciled” and how does this affect your Estate?

The concept of “domicile” is critical in determining U.S. estate tax liability as property located outside of the U.S. and owned by a non-resident, non-US...

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What is the generation-skipping transfer tax (GSTT)?

Generation-skipping transfer tax (GSTT) is imposed by the Internal Revenue Code (sections 2601 to 2664) at the Federal level as an estate tax anti-avoidance measure...

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Which U.S. States impose Estate and Inheritance Taxes?

Some U.S. States impose their own estate and inheritance taxes. It is important to note that these taxes apply in addition to any Federal estate...

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U.S. tax implications with Australian inter vivos and testamentary trusts

It is common for Australian estate planning purposes, to plan for the succession of control of an inter vivos trust either by Will or by...

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U.S. Citizens with non-U.S. citizen spouses

It is not uncommon for a U.S. citizen to have a non-U.S. citizen spouse. However, U.S. tax law treats non-U.S. citizen spouses (even if they...

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Should you have an “International Will”?

If you have assets in two or more jurisdictions, an “International Will” could make your estate planning simpler as it would extend to the assets...

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Incapacity – who would manage your interests in two (or more) countries?

If you are mentally incapacitated and unable to make decisions for yourself, or if you are unable to attend to decision making and document signing...

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