Case Studies in U.S. Australian Cross Border Inheritances

Описание: In our third and final webinar in the inheritance series, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF®, and CDG Corporate tax accountant Dylan Goldspring FTI brought the concepts presented in the first two webinars together in a number of interesting and real-world combinations.


The first webinar of the series looked at the inheritance of various kinds of Australian property by Australian residents. In the second webinar, we looked at the inheritance of Australian property by a U.S. resident, and in our third and final webinar in the series, we lookrf at the inheritance of U.S. property by an Australian beneficiary and various other combinations.


Some of the topics covered includef:


What does the U.S./Australian estate tax treaty mean in practice for an Australian inheriting U.S. property
What tax filings does an American inheriting U.S. property need to make
A scenario of an Australian resident inheriting U.S. investment accounts, retirement accounts, and real estate in Australia (either dual-citizen or Australian citizen only)
A scenario of an American resident inheriting Australian investment accounts, retirement accounts, and real estate in Australia (either dual-citizen or American citizen only)

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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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Areté Wealth Strategists Australia

@aretewealthstrategistsAU