Essential Estate Planning Tips for Australians with US Beneficiaries

Video Title: Essential Estate Planning Tips for Australians with US Beneficiaries

Description:

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP CFP® addressed 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 enjoy!

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Ready to work with us? Get started today: https://www.arete-wa.com/get-started

Check out our case studies:

American business owner living in Australia: https://www.arete-wa.com/case-study/1

High Net Worth Software Engineer American Couple Living in Australia: https://www.arete-wa.com/case-study/2

American Executive & Family, Permanently Relocated to Australia: https://www.arete-wa.com/case-study/3

About Arete Wealth Strategists:

Global wealth management for American and Australian Expats. We bring strategy, structure, clarity, confidence and complianceto our clients’ global financial lives and keep it that way.

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Relevant Hashtags:

#australianinheritance #aussieinheritance #aussieinheritancUSbeneficiary #inheritancebeneficiary #expatplanning #americanexpatplanning #americanexpat #estateplanning #australianestateplanning

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Areté Wealth Strategists Australia
@aretewealthstrategistsAU