A US tax advisory team dedicated to serving private businesses, entrepreneurs, family offices and HNW individuals.
US Tax Advisory Services
PwC Australia’s US tax advisory practice brings together subject matter experts to help you manage cross-border tax matters.
US tax without the jet lag
Navigating US tax obligations from Australia can feel overwhelming. Whether you're an entrepreneur, family office or HNW individual with connections to both countries, the interaction between two distinct tax regimes often creates unexpected reporting obligations, double taxation risks, and costly missteps. Without the right guidance, these complexities can erode wealth and limit opportunity.
At PwC Australia, our US tax advisory team helps you stay ahead of these challenges. We work with you to structure your affairs, optimise cross-border strategies, and resolve issues with the IRS — all from your time zone, with professionals who understand both systems deeply. Our focus is on proactive planning and smart structuring, so you can make confident decisions without being caught off guard by the tax consequences.
Two tax systems, one complex puzzle
Managing US tax obligations from Australia means dealing with overlapping rules, complex reporting requirements, and real double taxation risk. Without a clear strategy, you can face unexpected tax bills, penalties, and missed opportunity to protect and grow your wealth.
Reduce your exposure to double taxation
Being exposed to tax on the same income in two countries can be costly if not managed correctly. We work with you to understand your exposure to double taxation to manage the risk by planning and structuring your affairs to ensure there is alignment between the US and Australian systems.
Navigate complex cross-border structures
Holding assets, investments or business interests across Australia and the US requires careful structuring. Australian discretionary trusts, self-managed superannuation funds and cross-border ownership of companies all carry unique US tax implications that require careful planning to work optimally across both countries.
We help you understand the interactions between the Australian and US systems to structure your holdings in a way that works efficiently on both sides of the equation.
Plan ahead for life events
Relocating to or from the US, planning your estate across two jurisdictions, or renouncing your US citizenship or Green Card can all trigger significant tax consequences. We guide you through the exit tax rules, residency and domicile transitions and cross-border succession planning – helping you understanding the implications in both jurisdictions and plan accordingly.
Resolve US tax issues
If you’ve fallen behind on US tax filings or have undisclosed foreign financial accounts and assets, penalties can escalate quickly. We can assist you with becoming compliant through the IRS streamlined filing procedures and voluntary disclosure programs and assist with your exposure to penalties. We also liaise directly with the IRS and US state tax authorities on your behalf to resolve any outstanding issues efficiently.
Speak with our US-Australian tax specialists to assess your cross-border exposure and identify opportunities to optimise your strategy.
