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Living Between Two Countries - Our US Australia Experience! (Part 6)
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP Fellow CFP® and his wife Eliza will reflect on their journey now that their family has permanently relocated from the United States to Australia.
Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.
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.
Come and join us to hear the final installment on ‘Living Between Two Countries’ and the planning considerations that went into a permanent move.
Some of the relevant issues that will be addressed include:
- Family & Life Transitions - Reflections on our international move—what prompted the decision, the timeline, and how it impacted our family.
- Housing & Property - Key considerations in renting vs. buying (especially in Australia), working with real estate professionals, and managing or selling property—including what to ship vs. sell.
- Education - Navigating school systems across borders and researching educational options from abroad.
- Financial Planning - How we budgeted for the move, handled currency exchange, banking logistics, and safeguarded valuable goods.
- Tax & Legal Considerations - Understanding tax residency, immigration concerns, and the expected tax implications of moving between countries.
- Healthcare - Comparing and securing health insurance in both the U.S. and Australia during our transition.
- Business & Work - Lessons learned from managing businesses and professional responsibilities across international borders.
- Technology & Utilities - Tips for handling telephony, internet, and essential utilities when relocating internationally.
- Miscellaneous Insights - Additional lessons, unexpected hurdles, and helpful tips we discovered along the way.
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.