Owning or Investing in Australian Real Estate When in the U.S.

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Tuesday, November 29th
at 8:30pm ET / 7:30pm CT / 5:30pm PT

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Wednesday, November 30th
at 10:30am AEST (Brisbane)

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Host: 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.

Guest: Dr. Andrew Unterweger, MD CFP®

Andrew (Doc) obtained his degree as Bachelor of Medicine and Bachelor of Surgery from the University of Queensland and his Diploma in Financial Planning from Deakin University, is a Certified Financial Planner and member of the Association of Financial Advisers, FPA, SMSF and the MFAA. More InfoMore Info

Andrew is the founder and chairman of the UNICORP financial services group, which specializes in providing independent financial management solutions to senior executives and corporates as well as members of the medical and legal professions. This advice spans the full scope of Finance, Superannuation, Investments and associated requirements. Separate businesses within the group provide clients with the ability to obtain advice for a specific need or desired outcome, or they can have the benefit of having all of their financial needs catered for.

He has over 30 years’ experience in board and executive management positions spanning financial services, investment banking, private equity and retail industries. His involvement as a venture capitalist and a director of both publicly listed and private investee companies has helped Andrew gain extensive experience in the areas of Mergers and Acquisitions, the procedures involved in pre and post IPO company development, capital raising and risk management. Some of these investee companies such as DAVNET Limited, Telemedia Networks Limited, RPC Plan Managers Pty Limited, Viper Communications Group Limited, Tawana Resources Limited, Pie Networks Limited and EBS (merged with Cashcard prior to purchase by First Data Corp), were either listed on the Australian Stock Exchange or successfully sold to listed Australian and International Companies.

Andrew's current corporate group focuses its presence on Australian expats based in London, Hong Kong, Singapore, New York, Dubai and across Australasia.

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Description

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:

  • Considerations for buying as a resident vs a non-resident
  • Pros and cons of Aussie real estate ownership from abroad
  • Capital Gains tax for non-residents on investment property
  • Advice on handling property management and taxes from abroad
  • Update on the Aussie property market

We hope you can join us!

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.