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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.

The “One Big Beautiful Bill”: What It Means for Australians in the US and Americans in Australia

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP Fellow CFP® reviewed the most important provisions of this bill and how it affects Australians in America and Americans in Australia.

Some of the relevant issues that were addressed include:

  • The effect of the Trump-Era Tax Cuts now being made permanent, including the QBI extension and the mortgage interest deduction caps
  • Changes to State and Local Tax deductions
  • “No tax on Social Security” provision
  • Remittance Tax: Imposes a 1% tax on international cash transfers, affecting both U.S. citizens and immigrants sending money abroad
  • Permanent extension of the Estate tax limit, and the risk of
  • Retaliatory International Tax Provisions

We hope you enjoy!

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Investment advisory services offered through Arete Wealth Strategists, a Securities and Exchange Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted.
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