IN PERSON AND ONLINE
Australians in the USA
2026 Australian Budget Tax Changes & Cross-Border Planning
Thursday 16th July 2026 | 5.30pm - 8.00pm EDT
IN PERSON
The Murdoch Center
600 3rd Avenue, New York
ONLINE
Live streamed
via Zoom
A Briefing for Australians Living in the USA
Australians living in the United States often remain deeply connected to Australia through property, family, superannuation, trusts, investments, business interests, inheritance planning, or the possibility of returning home.
The 2026 Australian Budget resulted in important tax developments for Australians abroad, particularly those with Australian assets, Australian-source income, or future plans to return to Australia.
American Australian Association together with CST Tax Advisors invites U.S.-based Australians to an evening briefing in New York covering the key Australian tax changes, the practical U.S.–Australia issues that arise when living between two tax systems, and planning strategies for Australians who need to make informed decisions before circumstances change.
This session is designed for Australians in the U.S. who:
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Own Australian property, shares, superannuation, trusts, or business interests
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Have moved to the U.S. and are unsure how Australian tax residency rules affect them
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Are thinking about returning to Australia in the next few years
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Need to understand how U.S. tax residency interacts with Australian tax obligations
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Want to avoid being caught between two tax systems without a clear plan
REGISTER NOW
Australians living in New York can attend the seminar in person at The Murdoch Center, 600 3rd Avenue, New York.
For Australians living in other parts of the USA, the session will be live streamed via Zoom.
What We Will Cover
1.
The 2026 Australian Budget — What U.S.-Based Australians Need to Know A practical review of the key Australian Budget tax measures and how they may affect Australians living overseas.
2.
Australian Assets While Living in the U.S.
Planning considerations for Australian real estate, investment portfolios, superannuation, private companies, trusts, and family wealth structures.
3.
U.S. Tax Residency and Worldwide Income
How U.S. tax rules can affect Australians living in America, including foreign asset reporting, Australian-source income, and the interaction between U.S. and Australian tax systems.
4.
Returning to Australia
What Australians should consider before returning home, including timing, asset restructuring, capital gains tax, superannuation, family trusts, and residency planning.
5.
Common Mistakes Australians Make
A discussion of recurring traps CST sees when Australians relocate to the U.S., remain in the U.S. long-term, or return to Australia without a coordinated tax plan.
Speakers
John Marcarian
Founder
CST Tax Advisors
John is an international tax advisor with decades of experience advising globally mobile individuals, families, businesses, and expatriates. He has in-depth knowledge of international tax matters and practices across the United States, Australia, and Singapore.
Matthew Marcarian
Principal
CST Tax Advisors (Australia)
Matthew is a Chartered Accountant, Chartered Tax Advisor, Registered Tax Agent, and international tax specialist with more than two decades of experience advising clients investing, moving, or doing business across borders.
Why Attend
For Australians living in the U.S., tax planning is rarely just a single-country issue.
Decisions made in America can have Australian tax consequences, and Australian assets can create U.S. reporting and tax obligations.
This briefing will help attendees understand where the pressure points are, what questions they should be asking, and how to think about cross-border planning before a transaction, relocation, sale, inheritance, or return to Australia forces the issue.
REGISTER NOW
Australians living in New York can attend the seminar in person at The Murdoch Center, 600 3rd Avenue, New York.
For Australians living in other parts of the USA, the session will be live streamed via Zoom.
Agenda
5:30 PM – 6:00 PM
Arrival and networking
6:00 PM – 7:15 PM
CST Briefing: 2026 Australian Budget tax changes and U.S.–Australia planning issues
7:15 PM – 7:45 PM
Panel discussion and audience questions
7:45 PM – 8:00 PM
Networking and close
REGISTER NOW
Australians living in New York can attend the seminar in person at The Murdoch Center, 600 3rd Avenue, New York.
For Australians living in other parts of the USA, the session will be live streamed via Zoom.
Disclaimer: This session is for general information only and does not constitute tax, legal, financial, or investment advice. Attendees should obtain advice specific to their personal circumstances before taking action.