Avoiding the Super Tax Trap: US Tax Rules for Aussie Retirement Accounts

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Tuesday, July 23rd
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Wednesday, July 24th
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Host: Ashley S. Murphy, CFP® GFP Fellow

Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, a financial planning firm based in the US, whose expat clients constitute 90% of its portfolio. More Info

At Arete Wealth Strategists Australia, Ashley works with clients to bring strategy, structure, clarity, confidence and compliance to their global financial lives and keep it that way.

Founded In 2013, Arete Wealth Strategists Australia is an SEC-registered, fee-only financial planning and investment management firm for Australian/American expatriates located in the United States and Australia.

As of 2021, Ashley and his team have grown the firm from start-up in 2013 to 63 client households with $63M in Assets Under Management while experiencing an impressive 400% growth in Assets Under Management in the past 3 years.

Ashley is a tri-citizen of the USA, Australia and the UK. From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He was formerly a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (2017 - 2019), and a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the only financial advisors qualified in both countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine. He places a strong emphasis on learning and typically achieves a multiple of the required Continuing Education (CE) credit for his designations.

Ashley’s undergraduate studies at the University of Queensland (Brisbane, Australia) were in Business Management and Management Information Systems. Ashley has long felt a passion for financial planning and investment management. While completing his undergraduate studies, he founded an investment club and grew it to over 300 members.

In 2005, he ventured to the United States to pursue his dreams in the San Francisco Bay Area. Ashley worked for several large companies, including Visa, Babcock and Brown and VWR International as a corporate financial analyst.

Ashley began the transition to financial planning in 2008. In 2009 he completed the first level of the Chartered Financial Analyst (CFA) designation. In 2010, Ashley was named runner-up ‘Student of the Year’ in the UC Berkeley Extension’s Personal Financial Planning program and won a number of scholarships. In 2012, he obtained his Certified Financial Planner™ designation.

Ashley, his wife Eliza, daughters Elise & Jasmine maintain their residence in Minneapolis, MN but are living in Brisbane, MN through 2022. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.

Guest: Bradley Murphy

Bradley is an Australian international tax specialist and Australian tax lawyer at Murphy Tax Lawyers and Advisors. More InfoMore Info

He used his extensive international tax experience to start his own international tax and expat tax firm. Bradley has particular expertise in assisting US Expats with US and Australian tax advice and also UK and Australian tax advice. Bradley is registered as a UK Lawyer in the UK. Bradley's experience includes working as a Director with Deloitte tax. Prior to this, Bradley worked with KPMG and in the in-house tax team of Qantas Airways.


Solicitor of the Supreme Court of NSW
Member of the Law Society of NSWRegister UK Foreign Lawyer
Bachelor of Laws and Commerce (Accounting)
Registered Tax Agent

About Murphy Tax Lawyers and Advisors

We are a boutique tax firm of Australian expat tax advisors and tax lawyers that provide Australian international tax advice, expat tax advice and tax compliance services to individuals and companies in Australia and overseas. Our particular area of expertise is providing international tax advice and tax advice to expats.


In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy,  CFP® GFP (USA) Fellow will discuss, "Avoiding the Super Tax Trap: US Tax Rules for Aussie Retirement Accounts".

For Australian residents with U.S. tax obligations, navigating the complex web of U.S. tax rules surrounding superannuation accounts can be a minefield. This insightful webinar will provide a comprehensive guide to help you avoid costly tax traps when it comes to your Australian retirement savings.

Some of the relevant topics that will be addressed include:

  • How the U.S. taxes Australian superannuation accounts
  • Strategies to minimize or eliminate U.S. taxes on superannuation fund growth and distributions
  • When does a superannuation account become a foreign grantor trust
  • How self managed super funds are treated by the IRS

Whether you are a U.S. citizen residing in Australia, an Australian resident with U.S. permanent residency, or have U.S. assets in your superannuation portfolio, this webinar is a must-attend to ensure you don't pay more than your fair share to the IRS on your hard-earned retirement nest egg.

Frequently Asked Questions
  • Can I ask questions?
    Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
  • Do I need to be a client of Areté Wealth Strategists to attend?
    Not at all. These webinars are designed for all Australian expats, not just clients of Areté Wealth Management.
  • What if I register but can’t make it?
    It’s all good. We will record the webinar and send the recording link.
  • Can I invite a friend?
    Certainly. Just give them this website address and ask them to register.
We hope you can join us! Registrants will be notified once the recording is available. You can find all of our past webinars here.