Australian Inheritance Concepts
for Australian Tax Residents

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Tuesday, July 26th
at 8:30 ET / 7:30 CT / 5:30 PT

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Wednesday, July 27th
at 10:30 AEST (Brisbane)

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Presenter: Ashley S. Murphy, GFP (USA/AUS) CFP® AIF®

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.

Presenter: Dylan Goldspring FTI, CA

Dylan has over 10 years experience in public practice. Having grown up in a family of Chartered Accountants, he spent many of his teenage years working in the firm. More Info

After graduating with a Bachelor of Commerce, Dylan spent years working in Public Practice, before leaving to gain corporate experience. After finishing a stint as a Financial Controller, Dylan returned to the Gold Coast and founded CDG Chartered Accounting.

Since then, Dylan has obtained a Master's in International Law and a Graduate Diploma in Migration Law, as well as being recognised as a Fellow with the Tax Institute of Australia. He is currently pursuing a PhD in International Taxation and Cross-Border Transactions.

Dylan remains actively involved in many industries, currently holding a Tax Agent Registration, Migration Agent Licence (MARN 1912065) and a full Queensland Real Estate Licence. He intends for CDG Corporate to be a full service entity in the not too distant future.

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Description

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/Australia) CFP®, AIF® and Dylan Goldspring FTI, CA will review issues relevant to Australian resident inheritors, including:

Some of the relevant issues that will be addressed include:​
  • Broad differences in the approach to estate taxation between Australia and the U.S.
  • Concept of U.S. Estate Tax
  • In theory, Australia doesn’t have an estate tax (but it really does)
  • What benefit does the Estate tax treaty between Australia and the U.S. provide?
  • Australia taxes on the eventual sale, not at testator’s passing
  • Mechanism of Transfer Determines Taxing Point
  • How are Stocks treated for an Aussie Tax resident?
  • How is Superannuation treated for an Aussie Tax resident?
  • How does the tax treatment differ between a tax dependent vs tax non-dependent?
  • Inheritance of Real Estate, including a Primary residence vs Investment property
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 our past webinars here.