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Advice

This page links to items that were originally written for the members of ARICSA but which have been made available for access by others. They are, of course, aimed at retirees, and especially retirees from the UN organizations residing in Austria, but they may be useful to a wider audience.

For more specific matters, members are reminded that the Telephone Service is manned every afternoon from 14:00 to 17:00.

The unpleasant but inevitable subject of death


This paper is designed to give you some idea of how best to prepare for the inevitable eventuality of death. We owe it to our grieving survivors to simplify the formalities and so help them deal with the mundane matters that attend that fatal issue (PDF file).

The information relates predominantly to the laws and practices in Austria regarding these matters. Note: many laws have changed since this paper was written.

ARICSA wishes to acknowledge with particular thanks the lengths to which Klaus Feldmann went in putting this paper together and the assistance lent by Janet Cross and Peter Lillie.

... and wills and testaments.

Austrian law is set out fairly clearly on the following EU web site. According to EU regulations, a person can choose whether a testament will be processed according to the laws of the last residence country or the laws of the country of nationality. There is an EU 'succession document' to avoid double processing.
Austria Succession Facts

... and tax liability

The other 'unavoidable' subject is tax. Here is a summary of some of the issues as they apply to retired UN staff PDF File.

... and the new Swiss-Austria tax agreement

that went into effect 1 January 2013 - from the Austrian Ministry of Finance (in German) PDF file.

Information on this topic in English (from tax consultancy firms) can be found via a simple web search of "Swiss Austria tax agreement".