US Tax & Estate Planning considerations when moving back or from Australia.

We are delighted to invite you to a very special presentation.

Perth: Thursday 25 September, 2025
Melbourne: Tuesday 30 September, 2025

Marsha Dungog, Partner, Wealth Planning & Tax, Withers (San Francisco) and David Laanemaa, Director, Bentleys NSW will present on US tax and estate planning sensitivities that accompany individuals and families who are either relocating or moving to Australia from the United States and vice versa. This will include a discussion of common US tax traps and pitfalls involving US-based investments, retirement and pension arrangements, estate plans and provide practical tips and resources for Australian based advisors to identify potential issues that could arise.

Topics covered will include:

• Pre-AUS immigration moves to make involving:
  1. US-based investment assets
  2. US retirement and pension plans
  3. US trusts and estate plans

• Pre-US immigration moves to make involving:
  1. AUS discretionary trusts, unit trusts etc.
  2. Australian superannuation
  3. Div 296 and rollovers

• Helpful tax strategies to mitigate adverse cross-border tax results when no planning has been undertaken:
  1. Preserving tax residency via treaty tie breakers
  2. Renunciation of US citizenship or abandonment of US lawful permanent resident status (aka green card)
     
  3. Forming Dual/Hybrid Estate Plans
  4. Foreign Tax Amnesty procedures

The Bentleys Network and Withers, a global private client law firm, have formed an alliance to offer clients legal and accounting advice on their business, personal and charitable affairs around the world.

About the presenters:

Marsha Laine Dungog is an international tax and estate planning partner at Withers based in San Francisco, California.
Marsha has over 25 years of experience advising HNW individuals, family office, founders and funds with international tax risks to address, providing cross-border tax solutions that streamline everyday affairs and succession planning for globally mobile families, expanding multinational operations, and US expats worldwide.
Admitted to practice law in various jurisdictions in the United States, Canada, and as a registered foreign lawyer in the UK and Australia, Marsha leads the firm’s cross-border US-Canada global practice, and the US-Australia affiliation with the Bentleys Network.
Her practice includes inbound and outbound tax planning for businesses, exit strategies and international tax reporting for C-suite executives, global employees and retirees relocating to the United States or abroad.

David Laanemaa is an experienced business services director; David has local and international experience on tax and cross-border matters.
As a private clients and tax specialist with a focus on cross border matters between Australia and the United States of America. David specialises in providing individuals, professionals and business groups with business and tax driven solutions on cross-border and local matters.
Apart from a primarily tax and accounting background, David has spent time in investment banking and wealth management, in particular superannuation before making cross border his specialty. David’s international clients reside in the USA, New Zealand, Singapore, Hong Kong and the UK.

Event details:

Perth
Date: Thursday 25 September, 2025
Time: 5-6PM
Address: Knight Group, Level 2, Spectrum, 100 Railway Road, Subiaco
To register your attendance please RSVP to: [email protected]

Melbourne
Date: Tuesday 30 September, 2025
Time: 5-6PM
Address: Bentleys Victoria, Level 3, 302 Burwood Road, Hawthorne
To register your attendance please RSVP to: [email protected]

*refreshments will be served at each venue after the presentation.

Want to know more about how Bentleys can help you?

For assistance with your local and international tax and cross-border matters, contact David Laanemaa.

We’re here to help you get where you want to be.

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.