05/02/2023
Join us today for a webinar, where you will hear from John Versace, Head of Expat Services at Apt Wealth Partners and Ashley Murphy, Founder and Principal of Arete Wealth Strategists on considerations for expats splitting time between Australia and the US.
Whether you are an Australian living in the US or a US expat in Australia, our speakers will share insights around:
- Where to build your assets
- The importance of navigating currency exchange risk
- Tax considerations
- Retirement accounts and tax treatment between the two countries
- Property considerations
Register here: http://ow.ly/jc9e50NOmcf
05/01/2023
Join us tomorrow for a webinar, where you will hear from John Versace, Head of Expat Services at Apt Wealth Partners and Ashley Murphy, Founder and Principal of Arete Wealth Strategists on considerations for expats splitting time between Australia and the US.
Whether you are an Australian living in the US or a US expat in Australia, our speakers will share insights around:
- Where to build your assets
- The importance of navigating currency exchange risk
- Tax considerations
- Retirement accounts and tax treatment between the two countries
- Property considerations
Register here: http://ow.ly/TcML50NOm5q
04/25/2023
Join us next week for a webinar, where you will hear from John Versace, Head of Expat Services at Apt Wealth Partners and Ashley Murphy, Founder and Principal of Arete Wealth Strategists on considerations for expats splitting time between Australia and the US.
Whether you are an Australian living in the US or a US expat in Australia, our speakers will share insights around:
- Where to build your assets
- The importance of navigating currency exchange risk
- Tax considerations
- Retirement accounts and tax treatment between the two countries
- Property considerations
Register here: http://ow.ly/O5uQ50NOlR7
02/20/2023
Arete Wealth Strategists invites you to join us next week for a Zoom Webinar entitled 'Claiming Social Security from Australia Part 2.'
🇺🇸 USA: Tuesday, February 28th at 8:30pm ET / 7:30pm CT / 5:30pm PT
🇦🇺 AUS: Wednesday, March 1st at 12:30pm AEST (Sydney/Melbourne)
Registration: http://ow.ly/bMRv50MXc0T
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA) CFP®, AIF® and John Versace CFP®, Head of Expat Services & Senior Financial Adviser at Apt Wealth Partners will dive deeper into Social Security and the issues that affect recipients from abroad including:
1. When is the Right Time for me to take my SS Benefit?
2. Social Security for Returned Aussies or Americans Abroad
3. Can I receive SS if I’m not in the US?
4. What if my Spouse and/or Dependents never lived in the U.S? Are they entitled to benefits?
5. Limitations On Paying US Social Security Benefits To Foreign Bank Accounts
6. Earning US Social Security Benefits For Those Who Work Outside of the U.S
7. What is a Totalization Agreement and How Does it Impact Me?
8. What is the Windfall Elimination Provision (WEP) and the Commensurate Reduction of Benefits?
9. Which Country has Taxing Rights on my Social Security?
10. Can I get both the Australian Aged Pension and Social Security Benefits?
Registration: http://ow.ly/j8a650MXc0Y
11/29/2022
Arete Wealth Strategists Australia invites you to join us today for a Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'
🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT
🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)
Registration: http://ow.ly/BZCA50LH9U6
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:
- Considerations for buying as a resident vs a non-resident
- Pros and cons of Aussie real estate ownership from abroad
- Capital Gains tax for non-residents on investment property
- Update on the Aussie property marketement and taxes from abroad
- Update on the Aussie property market
Registration: http://ow.ly/22Ns50LH9U2
11/29/2022
Arete Wealth Strategists Australia invites you to join us tomorrow for a Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'
🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT
🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)
Registration: http://ow.ly/Rczc50LH9Jl
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:
- Considerations for buying as a resident vs a non-resident
- Pros and cons of Aussie real estate ownership from abroad
- Capital Gains tax for non-residents on investment property
- Update on the Aussie property marketement and taxes from abroad
- Update on the Aussie property market
Registration: http://ow.ly/t18a50LH9Jg
11/22/2022
Arete Wealth Strategists Australia invites you to join us next week for a Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'
🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT
🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)
Registration: https://www.arete-wa.com/webinar-registration
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:
- Considerations for buying as a resident vs a non-resident
- Pros and cons of Aussie real estate ownership from abroad
- Capital Gains tax for non-residents on investment property
- Update on the Aussie property marketement and taxes from abroad
- Update on the Aussie property market
Registration: https://www.arete-wa.com/webinar-registration
11/17/2022
Arete Wealth Strategists Australia invites you to join us for our next Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'
🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT
🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)
Registration: https://www.arete-wa.com/webinar-registration
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:
- Considerations for buying as a resident vs a non-resident
- Pros and cons of Aussie real estate ownership from abroad
- Capital Gains tax for non-residents on investment property
-Update on the Aussie property marketement and taxes from abroad
- Update on the Aussie property market
Registration: https://www.arete-wa.com/webinar-registration
11/17/2022
Arete Wealth Strategists Australia invites you to join us for our next Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'
🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT
🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)
Registration: http://ow.ly/CYTU50LH8CY
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:
- Considerations for buying as a resident vs a non-resident
- Pros and cons of Aussie real estate ownership from abroad
- Capital Gains tax for non-residents on investment property
-Update on the Aussie property marketement and taxes from abroad
- Update on the Aussie property market
Registration: http://ow.ly/OH0I50LH8CT
10/25/2022
Arete Wealth Strategists Australia invites you to join us for today's Zoom Webinar entitled 'Issues Affecting the Children of the Globally Mobile.'
🇺🇸 USA: Tuesday, October 25th at 8:30PM ET / 7:30PM CT / 5:30PM PT
🇦🇺 AUS: Wednesday, October 26th at 10:30AM AEST (Brisbane)
Registration: http://ow.ly/y11I50L64zJ
In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be looking at:
- Immigration issues
- Education & college planning
- How to structure and where to obtain life insurance
- Estate planning (Wills/trusts)
- Real Estate decisions
I hope you can join us!
Be sure to register to be notified once the recording is available.
Registration: http://ow.ly/nW3y50L64zI