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Legally reduce your tax exposure, establish offshore residency, and access high-yield real estate investment β with expert guidance tailored to your Australian tax obligations.
Start with a paid strategy consultation β we assess your full picture, then prepare a tailored proposal with exact costs and next steps.
A 60-minute deep-dive into your specific situation β tax, income structure, lifestyle goals β and whether Panama is the right move for you.
Via video call
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Panama operates a territorial tax system β only income earned inside Panama is taxed locally. For Australian professionals and business owners with clients or income sources outside Panama, this creates a significant and legal tax planning opportunity.
Foreign-sourced income is exempt from Panamanian tax. Invoice your Australian clients through an offshore structure and pay zero income tax on those earnings in Panama.
Temporary residency in one short visit, permanent residency after 2 years, and the option for citizenship after 5 years. Maintain it with just one annual visit.
Property with a hotel licence generates 8β9% net annual yield. A qualifying purchase also satisfies the residency investment requirement simultaneously.
A guided process from your first conversation to residency established and structure in place. We coordinate everything β you focus on your business.
A focused 60-minute session. We review your income sources, tax position, Australian residency status and financial goals. Youβll leave with a clear picture of whether Panama is right for you and what it involves.
AUD $250 β paid upfrontFollowing the consultation, we prepare a written proposal specific to your situation β recommended structure, complete cost breakdown, timeline, and the Australian tax implications you need to understand before proceeding.
Included in consultation feeNo obligation to go further. The consultation and proposal stand on their own. If you choose to proceed, we coordinate the entire implementation β immigration, banking, company formation and compliance β with our international network of specialists.
No lock-in commitmentDay 1: meet your attorney and sign documents. Day 2: open your personal bank account. Day 5: attend Migration appointment and receive your provisional residency card.
Fees quoted in your proposalWe manage your Australian-side obligations (ATO lodgements, CGT planning) while our international specialists handle residency processing and company compliance β all coordinated through Y&S Accounting as your single point of contact.
Annual retainer availableYour AUD $250 consultation is a comprehensive advisory session. Here is exactly what we cover:
Unlike offshore immigration firms, we advise on both the Panama opportunity and your Australian obligations simultaneously. You shouldnβt have to manage two advisors.
Australia participates in the Common Reporting Standard. We structure your offshore entity from day one to qualify as an operating entity β legally exempt from CRS reporting to the ATO β and explain what this requires in practice.
Simply obtaining foreign residency does not automatically end your Australian tax obligations. We advise on the ATOβs residency tests, the 183-day requirement, domicile rules, and how to correctly establish foreign tax residency.
Departing Australia triggers a CGT event on certain assets. We review your Australian property, investments and business interests before you proceed, so there are no surprises after the fact.
If you retain Australian income β rental properties, dividends, business income β you may still have lodgement obligations. We manage these as part of your broader structure, year on year.
Panama residency and offshore structuring involves real complexity β particularly the interaction between Panamanian and Australian tax law. A proper assessment takes time and draws on qualified expertise. The AUD $250 consultation fee reflects the professional advisory value, filters for serious enquiries, and is credited against implementation fees if you proceed.
Following the consultation, you receive a written document outlining the recommended structure for your situation, a complete cost breakdown (all fees, government costs and ongoing compliance), an estimated timeline, and the key Australian tax considerations specific to you. Delivered within 5 business days.
No. Many clients maintain ties to Australia while establishing offshore residency. The requirements vary depending on your goals β from a minimum annual visit to genuine day-counting for tax residency purposes. We cover all scenarios in the consultation.
Costs vary significantly depending on the structure and pathway that suits your situation. This is precisely why we begin with a consultation rather than publishing a fixed price list β a one-size-fits-all quote would not reflect your actual needs. The consultation and tailored proposal give you exact, accurate numbers.
Yes β this is one of the most common scenarios we advise on. The structure depends on how your Australian business is set up, the nature of your income, and whether you intend to gradually or fully transition offshore. We assess this in detail during the consultation.
Panama is a stable, middle-income democracy and a major international financial centre. It was removed from the FATF grey list in 2024 and participates fully in OECD transparency frameworks. It has a well-developed legal system, a dollarised economy and a strong banking sector.
60 minutes. Tailored to your situation. Written proposal included.
β No obligation to proceed Β Β·Β Fee credited to implementation if you engage