Learn about transitioning US retirement accounts to Australia. Topics include tax management strategies, compliance requirements, real-life case studies, and a Q&A session with Ashley Murphy.
Some of the relevant topics, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP CFP® addressed in this webinar include:
- Strategies for Tax Management: Explore proven strategies to avoid burdensome tax obligations and minimize the impact of double taxation, ensuring your hard-earned retirement savings are protected.
- Compliance and Reporting: Learn about the critical compliance and reporting requirements for both the US and Australian tax authorities, ensuring a smooth and compliant transition of your retirement accounts.
- Case Studies and Real-Life Examples: Benefit from real-life case studies and examples that illustrate successful strategies for moving retirement accounts across borders, providing you with practical insights and actionable steps.
- Q&A Session: Engage in a live Q&A session with Ashley Murphy at the end of the presentation, where you can ask questions about the presentation. Note this webinar is general in nature and not a substitute for specific or personalized advice.
We hope you enjoy!
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