Q4-2021 Newsletter

Announcements November 2021

Made it!

No, I'm not talking about my 40th birthday on the weekend, but the Noosa Classic Gran Fondo (100 mile / 160km). Held on Sunday Oct 10th, the ride was a tour of the Sunshine Coast hinterland (much more than Noosa let me assure you). It took 6 months of training to be in shape for this ride and I almost didn't make it with severe cramps hitting me about 10km before the finish. I'm pleased to say my brother Tristan and I safely made it back.

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Eye on the Long Term

Why Slower GDP Shouldn't Worry Long-Term Investors

The business cycle is advancing despite a number of investor concerns, one quarter after the economy returned to pre-pandemic levels. And while the pace has decelerated, this is normal after last year's extreme rebound. For investors, this is important because an economy that is expanding - even at a slower rate - is what supports a robust bull market. What should those worried about their portfolios expect from the economy going forward?

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Selected Content

4 US Tax Terms US-Australian Couples Need to Know

When we advise US-Australian couples, we realized that the planning challenges they face are quite different from those experienced by couples of the same nationality.

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7 Real-World Consequences of Being a US Tax Resident for US-Australian Couples

US-Australian couples face tough financial decisions come tax time. As a trusted financial advisor, we provide guidance to Australians and Americans deciding how to file taxes in the most optimal way for their financial situation.

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What Important Decisions Do US-Australian Couples Need to Make Before Filing Taxes?

US-Australian couples face a much more complex tax situation than couples who share the same nationality. And the decisions they make regarding their tax residency and tax filing status can have enormous lifetime implications for their financial future.

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2 Important Tax Strategies US-Australian Couples Can Use to Optimize Their Tax Outcomes

If you haven’t already, make sure to read our previous blog post titled “What Important Decisions Do US-Australian Couples Need to Make Before Filing Taxes?”. This post covers the implications of opting a non-US citizen spouse into the US tax system.

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Please let me know if we might be of assistance.

Have a wonderful rest of your day,

‍Ashley Murphy, GFP (USA/AUS) CFP® AIF®

Areté Wealth Strategists, LLC.