This webinar focuses on smart estate planning strategies for Australian inheritances with US beneficiaries. This session aims to help Australians with US heirs navigate the complexities of protecting family wealth across jurisdictions.
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP CFP® addressed the following topics:
- Australian Tax Treatment for Various Estate Assets - incl Primary residence, Superannuation, Investment accounts, Investment properties, Businesses, Trusts
- Tax Impact to US Beneficiaries - Including tax liabilities, reporting requirements
- Strategic Estate Planning - Focusing on minimizing tax burdens and maximizing efficiency across jurisdictions
- Cross-border estate planning tools -wills, trusts, and beneficiary designations that work (and those that don’t)
- Practical suggestions to mitigate risk, reduce tax leakage, and maximise the value of inheritances
- Case studies highlighting common pitfalls and successful solutions
This session is designed for Australians with U.S.-based heirs, estate planning professionals, and anyone seeking to protect family wealth in a global context. You’ll walk away with a clear framework for discussing your estate plan with advisors who understand the nuances at play on both sides of the Pacific.
We hope you enjoy!
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