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Webinar:

🌏Top Financial Issues for Americans living in Australia

Webinar where we provide a high level review of the major financial challenges facing Americans living in Australia.

 

Ashley Murphy, CFP® AIF® Founder and Principal of Arete Wealth Strategists Australia reviews the following topics:

Investment & Retirement Considerations

-Investment / Retirement Account Closures

-US Retirement Accounts

- Investment Management & Distributions

-Social Security

- Eligibility and When to take?

Banking and Foreign Exchange

-Foreign Exchange

-Banking

Taxes

-Annual Tax Filings

-Foreign Tax Credit vs Foreign Earned Income

-Exclusion - how do they work?

-US Gift / Estate Tax (“Transfer Taxes” includes Inheritances)

-Gift Taxes

-Account Titling -US Estate Tax -US State Estate Tax -US Expatriation Tax -Passive Foreign Investment Corporation (PFIC) Taxes -Superannuation Accounts

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

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