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Global Wealth Management for American and Australian Expats

We bring strategy, structure, clarity, confidence and compliance
to our clients’ global financial lives and keep it that way.
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Registered

We are CERTIFIED FINANCIAL PLANNER PROFESSIONALs™ (CFP®) and Global Financial Planning Fellow

Our clients' needs are unique.
We tailor our advice to their situation.

Please choose which of the following cross-border client case studies describes you better.
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Kate Higgins

Australian business owner living
in the US

Jason and Sarah Rigby

High Net Worth Software Engineer Aussie Couple Living in the US

Eric and Aimee Cassel

Australian Executive & Family, Permanently Relocated to the US
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Kate Higgins

Australian business owner living
in the US
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Jason and Sarah Rigby

High Net Worth Software Engineer Aussie Couple Living in the US
Read More

Eric and Aimee Cassel

Australian Executive & Family, Permanently Relocated to the US

The above case studies are hypothetical and do not involve an actual Areté Wealth Strategists client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Areté Wealth Strategists is engaged to provide investment advisory services.

American living in Australia
Australian living in the US
Australian returning to Australia
US INVESTMENT MANAGEMENT
We provide low-cost, compliant investment management services in both the United States and Australia for American Expatriates. We can assist in opening after-tax investment accounts or a range of other account types.
US RETIREMENT ACCOUNTS (401(K)'s / IRA's
We review the three pension transfer options and provide a recommendation on what will work best in the client's situation.
SUPERANNUATION RECONTRIBUTION STRATEGIES
We advise our clients on tax effective strategies for getting money back into Australia Superannuation.
SOCIAL SECURITY
We advise our clients on social security claiming strategies to help them get the most from their benefits.
INHERITANCES
We can assist in opening after-tax investment accounts or inherited IRA accounts and advice on required distribution time frames.
ESTATE PLANNING
We provide guidance in coordinating estate plans across multi-jurisdictions.
FOREIGN EXCHANGE
We have access to amongst the lowest Forex spreads available. We implement conversion plans to help get the best rates over longer term periods.
GLOBAL INVESTMENT ACCOUNT MANAGEMENT (PFIC Compliant)
We provide Passive Foreign Investment (PFIC) compliant investment management services in both the United States and Australia.
US RETIREMENT ACCOUNTS (401(K)'s / IRA's
We review the three pension transfer options and provide a recommendation on what will work best in the client's situation.
SUPERANNUATION RECONTRIBUTION STRATEGIES
We advise our clients on tax effective strategies for getting money back into Australia Superannuation.
AUSTRALIAN INHERITANCES
We advise clients on how to handle inherited funds. We can assist in opening after-tax brokerage accounts, inherited IRA accounts and advise on required distribution time frames.
GLOBAL MOBILITY PLANNING
We’ve developed a comprehensive 'Departing US' checklist that we customize and review for each engagement. We also implement strategies to maximize global flexibility.
AUSTRALIAN INVESTMENT PROPERTY
There are a host of tax implications in owning investment real estate as a non-resident. We provide our clients with guidance on their options.
EXIT TAX PLANNING  (HEART Act)
High net worth / High income Aussie expats living in the US are often concerned with their exposure to a US Exit tax. We help clients determine their exposure and plan accordingly.
TAX REPORTING OBLIGATIONS
We work with a global network of cross-border CPA’s to bring tax reporting compliance concerning FATCA / FBAR / Form 8938 and filing dual residency tax returns.
FOREIGN EXCHANGE
We have access to amongst the lowest Forex spreads available. We implement conversion plans to help get the best rates over longer term periods.
AUSTRALIAN ESTATE PLANNING
We provide clients advice on how to setup a compliant global estate plan.
RETIREMENT PLANNING
We assist our clients to implement globally coordinated retirement income plans in an attempt to minimize downside risk and maximize the retirement lifestyle.
INSURANCE ADVICE
We work with a network of providers to ensure our clients have the proper coverage given their situation.
GLOBAL INVESTMENT ACCOUNT MANAGEMENT (PFIC Compliant)
We provide Passive Foreign Investment (PFIC) compliant investment management services in both the United States and Australia.
US RETIREMENT ACCOUNTS (401(K)'s / IRA's
We review a client's pension transfer options and provide a recommendation on what will work best given your situation.
SUPERANNUATION RECONTRIBUTION STRATEGIES
We advise our clients on tax effective strategies for getting money back into Australian Superannuation
EXIT TAX PLANNING  (HEART Act)
High net worth / High income Aussie expats living in the US are often concerned with their exposure to a US Exit tax. We help clients determine their exposure and plan accordingly.
TAX REPORTING OBLIGATIONS
We work with a global network of cross-border CPA’s to bring tax reporting compliance concerning FATCA / FBAR / Form 8938 and filing dual residency tax returns.
FOREIGN EXCHANGE
We have access to amongst the lowest Forex spreads available. We implement conversion plans to help get the best rates over longer term periods.
AUSTRALIAN ESTATE PLANNING
We provide clients advice on how to setup a compliant global estate plan.
RETIREMENT PLANNING
We assist our clients to implement globally coordinated retirement income plans in an attempt to minimize downside risk and maximize the retirement lifestyle.
INSURANCE ADVICE
We work with a network of providers to ensure our clients have the proper coverage given their situation.
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Client Name or Profession

“Kellen has been great in recent months, assisting in FX exchanges and options for moving money internationally.”

This testimonial was given by a current client. This client is on our Summit service package.

Technology That Allows You To Keep Track of Your Finances -
Wherever You Are

Our clients live a globally mobile existence, and therefore it is crucial for us to be able to supply our clients with with access to technological solutions that are location independent and secure. This includes programs like eMoney Advisor for financial planning, FileThis for gathering financial documents, Dropbox for sharing documents, and Zoom for meetings.​

We provide our full tech suite to comprehensive financial planning and Wealth Fusion clients

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Arete Wealth Strategists

Minneapolis, MN
Brisbane, AUS

info@arete-wa.com
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Investment advisory services offered through Arete Wealth Strategists, a Securities and Exchange Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted.
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