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Global Wealth Management 

for American and Australian Expats.

We bring strategy, structure, clarity, confidence and compliance to our clients’ global financial lives and keep it that way.

FIDUCIARY

Meaning we operate in your best interest 100% of the time.

FEE-ONLY

We are paid directly by our clients. We never receive a commission from anyone ever.

CERTIFIED FINANCIAL PLANNER® & ACCREDITED INVESTMENT FIDUCIARY® 

Our clients' needs are unique.

We tailor our advice to their situation. 

Which of the following describes you better?

American living

in Australia

Australian living in the US

Australian returning to Australia

 
 

AMERICAN EXPATRIATES LIVING IN AUSTRALIA

 A fee-only financial advisor for American Expatriates in Australia. 

Services include:

US INVESTMENT MANAGEMENT

We provide low-cost, compliant investment management services in both the United States and Australia for American Expatriates. We can assist in opening after-tax investment accounts or a range of other account types.

US RETIREMENT ACCOUNTS (401(K)'s / IRA's

We review the three pension transfer options and provide a recommendation on what will work best in the client's situation.

SUPERANNUATION RECONTRIBUTION STRATEGIES

We advise our clients on tax effective strategies for getting money back into Australia Superannuation.

INHERITANCES

We can assist in opening after-tax investment accounts or inherited IRA accounts and advice on required distribution time frames.

SOCIAL SECURITY

We advise our clients on social security claiming strategies to help them get the most from their benefits.

FOREIGN EXCHANGE

We have access to amongst the lowest Forex spreads available. We implement conversion plans to help get the best rates over longer term periods.

ESTATE PLANNING

We provide guidance in coordinating estate plans across multi-jurisdictions.

 

AUSTRALIAN EXPATRIATES LIVING IN THE US

A fee-only financial advisor for Business owner and executive Australian Expats in the U.S. 

Services include:

GLOBAL INVESTMENT ACCOUNT MANAGEMENT (PFIC Compliant)

We provide Passive Foreign Investment (PFIC) compliant investment management services in both the United States and Australia.

US RETIREMENT ACCOUNTS (401(K)'s / IRA's

We review a client's pension transfer options and provide a recommendation on what will work best given your situation.

SUPERANNUATION RECONTRIBUTION STRATEGIES

We advise our clients on tax effective strategies for getting money back into Australian Superannuation

AUSTRALIAN INHERITANCES

We advise clients on how to handle inherited funds. We can assist in opening after-tax brokerage accounts, inherited IRA accounts and advise on required distribution time frames.

GLOBAL MOBILITY PLANNING

We’ve developed a comprehensive 'Departing US' checklist that we customize and review for each engagement. We also implement strategies to maximize global flexibility.

AUSTRALIAN INVESTMENT PROPERTY

There are a host of tax implications in owning investment real estate as a non-resident. We provide our clients with guidance on their options.

EXIT TAX PLANNING  (HEART Act)

High net worth / High income Aussie expats living in the US are often concerned with their exposure to a US Exit tax. We help clients determine their exposure and plan accordingly.

TAX REPORTING OBLIGATIONS

 We work with a global network of cross-border CPA’s to bring tax reporting compliance concerning FATCA / FBAR / Form 8938 and filing dual residency tax returns.

FOREIGN EXCHANGE

We have access to amongst the lowest Forex spreads available. We implement conversion plans to help get the best rates over longer term periods.

AUSTRALIAN ESTATE PLANNING

We provide clients advice on how to setup a compliant global estate plan.

RETIREMENT PLANNING

We assist our clients to implement globally coordinated retirement income plans in an attempt to minimize downside risk and maximize the retirement lifestyle.

INSURANCE ADVICE

We work with a network of providers to ensure our clients have the proper coverage given their situation.

 

DEPARTING AUSTRALIAN EXPATRIATES

A fee-only financial advisor for Business owner and executive Australian Expats in the U.S. 

Services include:

GLOBAL INVESTMENT ACCOUNT MANAGEMENT (PFIC Compliant)

We provide Passive Foreign Investment (PFIC) compliant investment management services in both the United States and Australia.

US RETIREMENT ACCOUNTS (401(K)'s / IRA's

We review a client's pension transfer options and provide a recommendation on what will work best given your situation.

SUPERANNUATION RECONTRIBUTION STRATEGIES

We advise our clients on tax effective strategies for getting money back into Australian Superannuation

EXIT TAX PLANNING  (HEART Act)

High net worth / High income Aussie expats living in the US are often concerned with their exposure to a US Exit tax. We help clients determine their exposure and plan accordingly.

TAX REPORTING OBLIGATIONS

 We work with a global network of cross-border CPA’s to bring tax reporting compliance concerning FATCA / FBAR / Form 8938 and filing dual residency tax returns.

FOREIGN EXCHANGE

We have access to amongst the lowest Forex spreads available. We implement conversion plans to help get the best rates over longer term periods.

AUSTRALIAN ESTATE PLANNING

We provide clients advice on how to setup a compliant global estate plan.

RETIREMENT PLANNING

We assist our clients to implement globally coordinated retirement income plans in an attempt to minimize downside risk and maximize the retirement lifestyle.

INSURANCE ADVICE

We work with a network of providers to ensure our clients have the proper coverage given their situation.

TECHNOLOGY THAT ALLOWS YOU TO KEEP TRACK OF YOUR FINANCES - WHEREVER YOU ARE

Our clients live a globally mobile existence, and therefore it is crucial for us to be able to supply our clients with with access to technological solutions that are location independent and secure. This includes programs like eMoney Advisor for financial planning, FileThis for gathering financial documents, Dropbox for sharing documents, and Zoom for meetings.

We provide our full tech suite to comprehensive financial planning and Wealth Fusion clients.

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Investment advisory services offered through Arete Wealth Strategists, a Minnesota Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota and in other jurisdictions where registered or exempted. Please click here for more important disclosure