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Guides for Australians in America

Nine short guides covering the decisions that come up when you move to the US, or take a business there. Add your details and we'll send the set.

US CPAs and Australian chartered accountants sit in the same firm, so both sides get looked at together.

What happens to your super once America is taxing you
What happens to your super once America is taxing you
Whether you still have to lodge in Australia, and how that is decided
Whether you still have to lodge in Australia, and how that is decided
Which accounts and assets need declaring, including the ones people forget
Which accounts and assets need declaring, including the ones people forget

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What is in the pack

Eight guides that follow the order these decisions actually come up, plus a bonus checklist for anyone who has not left yet.

01

Market Entry Readiness Checklist

What to have settled before you commit to the US market.

02

Structure Decision One-Pager

The entity question, laid out so you can see both sides at once.

03

Federal Tax Cheat-Sheet

The federal picture on one page, in plain English.

04

LA vs NY Cost Comparison

Two cities, side by side, on the numbers that actually differ.

05

Four Levers Worksheet

The four things you control, and what moving each one does.

06

Launch Setup Checklist

Everything that has to exist before your first US invoice.

07

Two Tax Homes Checklist

For anyone with obligations running in both countries at once.

08

Ten-Year Wealth Plan Outline

The long view: where this is all supposed to end up.

BONUS

Departure Checklist

For anyone still in Australia. The things to do before you fly, while they are still cheap to do.

General information, not tax advice. Your situation is your own — talk to us first. Nothing in these guides is a tax position or a recommendation, and none of it takes account of your objectives, financial situation or needs. Australian and United States tax law change often and apply differently to every set of facts. Services are provided by the relevant Kelly+Partners entity in each jurisdiction, subject to that entity's terms of business and professional registrations.