Unpick Expat Investment Complexity 

This guide looks at the pros and cons of managed funds investment in Australia and America for expat investors. 

Wherever we find ourselves in the world, we can make better choices for our investments for best-fit management and returns. Whether you’re a Sydney-sider living in New York, or an American whose swapped California for Brisbane - there’s a range of ways to make the most of managed funds investment as an expat.

Managed funds investment is one of a huge range of investment options; and one of the few investment types where we can make a clear comparison between investing in Australia vs investing in America.

In a complex mix of investment options, platforms, tax and regulations, it can be difficult to pinpoint where holding your investments might best work for you.

Free Resource

Australia Vs the United States: 
Pros and cons of managed funds for expat investors

Considerations when choosing to locate your investment accounts in the US or Australia


Independent research with expert insights

The Arete Wealth Strategists team has 7 years of expertise in cross-border finances. We’ve analyzed years of independent data for insights into a comparison of managed fund investments across the two countries.

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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