Mimi Yuen Tax Agent

Hi Jon, Please visit the below link for eligibility and further instructions on lodging an early tax return. https://www.ato.gov.au/Individuals/International-tax-for-individuals/Going-overseas/Lodging-your-tax-return/Lodging-your-tax-return-early/ In regards to your superannuation: when you ask "how long does this take to hit my account" are you referring to your employer's payment to your superannuation account in Australia? Or are you referring to the transfer of superannuation from Australia to your home country? The link below has instructions and a form that may assist you in this process. https://www.ato.gov.au/Forms/Applying-for-a-Departing-Australia-super-payment/ I hope this helps

Hi there, Yes a tax return can be submitted early. Please visit the below link for eligibility and instructions from the ATO to assist you. Safe travels https://www.ato.gov.au/Individuals/International-tax-for-individuals/Going-overseas/Lodging-your-tax-return/Lodging-your-tax-return-early/

Hi Nigel, In regards to your shares within the ISA: upon becoming an Australian Resident you will be required to disclose and report all income world-wide, and tax payable will be governed by the Australian Taxation Office. If you become a resident of Australia and sell your shares in the UK, a capital gain or loss will be made, and as a result, tax payable on any gains (or credits carried forward). I hope this information is of assistance to you Cheers, Mimi

Good morning Frits, Wow - that would be a big move (and a great opportunity for change/experience!). In regards to your circumstances - I do not have expertise in this area of taxation. Perhaps Ken is able to assist in this matter? I am also unsure as to the jurisdiction of the matter if/when you become an Australia Citizen - i.e. the legal arrangements relating to spousal maintenance when one party resides abroad. Can the agreement already established be varied when you become a resident of another country? I will continue to research this matter and respond with any assistance I can. Sorry I cannot be of more help in this matter at the moment.

Thanks for response, Ken! Have been without internet from moving house! Hope the move is going well LTMH2!

Hi Rosemeg, just following up to see how you went with your ATO calls!

Good Afternoon Rosemeg - I'm really sorry to hear of your situation! Can you let me know some further details - for example, how this may have happened and who your superannuation fund is? When a tax refund occurs, the tax payer such as yourself supplies bank details for the bank deposit of refunds (directly from the ATO unless otherwise organised). Were incorrect details supplied at this point without knowing? If it is a genuine mistake, you will need to directly contact your superannuation fund to seek the return process - if you are able to provide some further details to them related to your refund etc, I am certain that they will reluctantly return the money to you - please keep in mind that this can sometimes take a few weeks!

Hi Everyone, My name is Mimi and I am an Aussie resident (born and bred) and spent most of my life living in Alice Springs (the Red Centre – closest town to The Rock/Uluru/Ayers Rock). Whilst living and working in Alice Springs, I have met many amazing backpackers, expats (because of the ‘Space Base’ near Alice) and general travellers coming through to see the Red Centre. I've moved away to Townsville now but would still love to connect with travellers and expats in some way. I have seen many tax related questions in the posts and would like to step forward to assist (as best I can) with some of your queries. I have a Bachelor of Business (major in Accounting), I am a Chartered Accountant (in Australia), Registered Tax Agent, Certified Xero Adviser and hold a Public Practice Certificate. My expertise lies in individual and small business income tax returns as well as cloud accounting. Cheers, Mimi http://www.mybe.net.au

Hi Rainman, Just checking to see if you received appropriate assistance with your query If not, happy to help. Cheers, Mimi