Our skilled and highly experienced teams can provide advice on Australian and New Zealand inbound and outbound matters, collaborating with clients to implement innovative cross border solutions. We help our clients achieve their goals in areas such as tax and estate planning, real estate, charitable activities, corporate matters, and tax matters concerning immigration and expatriation.
Our cross-border capability is elevated through two important strategic partnerships:
Our membership of Allinial Global
Allinial Global is the world’s second largest Accounting Association, encompassing legally independent accounting and advisory firms offering comprehensive, industry-leading solutions worldwide. Bentleys is a proud and leading member of Allinial Global. Our membership provides us with access to experts and connections that can assist with additional tax and accounting advice within a specific country.
Find out more about Allinial Global
Our association with Withers LLP
Bentleys is proud to be associated with Withers LLP, a leading international private client law firm, focussed on advising High-Net-Worth Individuals and families on the legal aspects of tax and estate planning, charitable and philanthropic matters, corporate and commercial transactions and other legally contentious matters.
Withers operates from offices across the US, Asia and Europe. Through this non-exclusive association, we can complement the Australian and New Zealand cross-border advice we offer with local legal services to further support our clients in their business, personal and charitable endeavours.
Bentleys and Withers are working closely to expand the range of cross-border advice available to our respective clients by sharing knowledge and expertise and making mutual referrals.
Withers understands the Australian and New Zealand markets. Below are examples of cross border tax and estate planning advice undertaken:
- Implementing dual resident structures for High-Net-Worth families relocating overseas with cross-border income and assets, charitable activities and joint ventures
- Formulating global holding structures for US inbound investments in real estate, venture capital funds, and startups in the technology, manufacturing and entertainment industries
- Advising international families, founders and executives on cross-border wealth transfers and succession planning, cross-border retirement plans and pension distributions
- Representing foreign executors, trustees and fiduciaries on US tax filing and reporting obligations of trusts with US assets and US resident beneficiaries
- Advising on the tax aspects of cross-border financing transactions, mergers and acquisitions, licensing and distribution arrangements
- Structuring film financing transactions and advising on the tax treatment of film and music libraries
- Managing cross-border tax risks arising from permanent establishment, employees on global assignments, independent contractor and agency relationships
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Disclaimer: This information is general in nature and should not be relied on as advice. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs and seek professional advice before making any decisions based on this information.