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Bridging Retirement: Bringing Your US Accounts (e.g. 401(k), IRAs) Home to Australia
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.
Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. He is the founder and Principal of Arete Wealth Strategists Australia, a fee-only, SEC Registered Investment Advisor providing financial planning and investment management firm for Australian/American expatriates in the United States and Australia. Ashley is also the Co-founder and Executive Director of the Global Financial Planning (GFP) Institute. The GFP Institute provides community, tools, and education for fiduciary financial advisors working with clients whose financial lives cross borders.
From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.
Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.
Some of the relevant topics, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP CFP® will address 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 can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all Australian expats, not just clients of Arete.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.