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Legacies Across the Pacific: Smart Strategies for Australian Inheritances with US Beneficiaries
Join our webinar focusing on smart 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.
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.
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP CFP® will address 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 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.