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Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way. ​In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates.

Income and Capital Gains Taxes Explained - United States vs Australia

If you missed yesterday's webinar, "Income and Capital Gains Taxes Explained - United States vs Australia" the recording is now available!

Some of the topics Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be addressing include:

  • Australia thinks in terms of tax, U.S. is ‘taxes’
  • Both tax on a worldwide basis, but U.S. taxes also taxes based on citizenship.
  • Filing status differences: U.S. - Single, MFJ, HoH etc. Australia - Resident vs Non-Resident
  • Rules vs Principles based taxation
  • Source of income
  • Top marginal rates: Lower at a Federal Level but higher in certain states
  • Differences in deductions and credits
  • Differences in Approach to taxing of Capital Gains - flat rate(s) vs half your marginal rate
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September 18, 2024
Living Between Two Countries (U.S./Australia) - # 5 Moving Back!
August 21, 2024
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July 24, 2024
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Brisbane, AUS
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