Double Taxation Avoidance Agreement (DTAA) Explained | The Offshore Advantage Ep 5

Описание: Are you living abroad but still being taxed on your Indian income? When two countries claim a share of the same rupee, it creates a financial collision that many NRIs find overwhelming.

In Episode 4 of The Offshore Advantage, CA and Cross Border Wealth Strategist Sagar Soman explains the mechanics of the Double Taxation Avoidance Agreement (DTAA). He breaks down how these treaties act as a shared rulebook between governments to decide who gets the first right to tax your income.

About Sagar Soman:
CA and Cross Border Wealth Strategist
20+ years advising HNIs & NRIs across 25+ countries
Expert in NRI taxation, FEMA & DTAA frameworks
Structured ₹300+ Cr in cross-border wealth management
Independent consultant working with Belong for NRI Taxation

The episode covers how "Residence" and "Source" create tax collisions, the core functions of a DTAA—Allocation, Relief, and Certainty—and the critical "Plan B" known as Section 91. Sagar also debunks common myths, explaining why DTAA does not mean "zero tax" and how to claim benefits correctly.

The Offshore Advantage is Belong’s webinar series that explains offshore investing for NRIs and resident Indians, and the new opportunities emerging from GIFT City. Each episode simplifies complex regulations and global investment structures into practical guidance for global Indians.

Chapters

00:00:00 - 00:00:29 - Introduction & The Offshore Advantage
00:00:29 - 00:01:06 - The Problem: Same Income, Two Tax Hands
00:01:06 - 00:01:37 - Residence vs. Source: How Countries Tax You
00:01:37 - 00:02:12 - What is a DTAA? (The Shared Rulebook)
00:02:12 - 00:02:27 - Domestic Law vs. Treaty Override
00:02:27 - 00:03:00 - Core Function 1: Allocation of Taxing Rights
00:03:00 - 00:03:30 - Core Function 2: Relief from Double Taxation
00:03:30 - 00:03:42 - Core Function 3: Certainty & Common Language
00:03:42 - 00:04:05 - Section 90/90A: Bilateral Relief Route
00:04:05 - 00:04:57 - Section 91: The Unilateral Relief Safety Net
00:04:57 - 00:05:18 - India’s Global DTAA Network
00:05:18 - 00:06:01 - DTAA Myths: What It Is NOT
00:06:01 - 00:06:17 - Key Takeaway & Next Episode Preview

About Belong
Belong is a fintech platform built for NRIs who want to invest in India with clarity and confidence. From USD Fixed Deposits to GIFT City Mutual Funds, Belong connects global income with Indian opportunities without the NRO, NRE or PIS maze.

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