Areté Wealth Strategists Australia
We work with established Australian American expatriates to help invest across borders, plan a global financial life, minimize risks and be compliant with reporting obligations.
We have developed expertise in the major issues facing Australian American expatriates such as;
-Legal vs Tax residency
-Superannuation and 401K’s
-Investment property
-Global reporting requirements
-Passive Foreign Investment Corporation investment (PFIC) compliance, etc.
We also partner with a select number of Australian financial planners and a network of other specialized service providers to provide advice on both sides of the Pacific.
Essential Estate Planning Tips for Australians with US Beneficiaries
Moving Your US Retirement Accounts to Australia
Smart Strategies for US Inheritances with Australian Beneficiaries
The “One Big Beautiful Bill”: What It Means for Australians in the US and Americans in Australia
Living Between Two Countries - Our US Australia Experience! (Part 6)
Estate Tax Mitigation and Wealth Preservation Strategies for Exiting Australia / US Entrepreneurs
Navigating the Trump Tariff Storm: What Australian Investors Need to Know Now
Strategic Exits for Australian Businesses: US/Australian Cross-Border Tax & Estate Planning
Social Security Changes in 2025 - What Americans in Australia or Australians in America Need to Know
The HEART Act & the US Exit Tax - A 2025 Update
Brave New World: Tax and Investment Changes Affecting Expats under the New Administration
Living Between Two Countries - Our US Australia Experience! (Part 5)
Aussie Dreams or Distant Nightmares? The Reality of Overseas Property Investment
Avoiding the Super Tax Trap: US Tax Rules for Aussie Retirement Accounts
The Art & Science of Determining How Much of Your Wealth to Hold in the U.S. vs Australia
Financial Planning Considerations for Mixed Nationality Couples
The Comprehensive Departure Planning Guide for those Planning their Australian Move
Key Financial Planning Steps for those Planning to Retire to Australia
Key Financial Planning Moves for HNW Individuals and Families Seeking Global Mobility
Income and Capital Gains Taxes Explained - United States vs Australia
Living Between Two Countries - Our 2 5 Year Experience
Financial Planning Moves for the Australian Business Owner
Estate Planning Considerations for the American in Australia
Retiring in Australia? Pre-move Financial Planning
Giving Across Borders - Options for Tax Effective Gift Giving
Claiming Social Security from Australia Part 2
Owning or Investing in Australian Real Estate When in the U.S.