What to Know about Inheriting Australian Assets in the U.S.

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/Australia) CFP®, AIF® and Dylan Goldspring FTI, CA reviewed issues relevant to inheriting Australian Assets in the U.S., including:

• U.S. inheritance concepts
• Australian non-resident tax concepts
• The concept of source of income & why the tax treatment differs for assets held in family trusts
• How is an Australian stock portfolio taxed when inherited by a U.S. tax resident beneficiary?
• How is a Superannuation account taxed when inherited by a U.S. tax resident beneficiary?
• How is Australian life insurance taxed when received by a U.S. tax resident beneficiary?
• How is an Australian primary residence taxed when inherited by a U.S. tax resident beneficiary?
• How is an Australian investment property taxed when inherited by a U.S. tax resident beneficiary?

Thanks for joining us!

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