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Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way. ​In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates.

Avoiding the Super Tax Trap: US Tax Rules for Aussie Retirement Accounts

If you missed yesterday's webinar, 'Avoiding the Super Tax Trap: US Tax Rules for Aussie Retirement Accounts', the replay is now available.

For Australian residents with U.S. tax obligations, navigating the complex web of U.S. tax rules surrounding superannuation accounts can be a minefield. This insightful webinar provides a comprehensive guide to help you avoid costly tax traps when it comes to your Australian retirement savings.

Key topics covered include:

- How the U.S. taxes Australian superannuation accounts

- Strategies to minimize or eliminate U.S. taxes on superannuation fund growth and distributions

- When does a superannuation account become a foreign grantor trust

- How self managed super funds are treated by the IRS

Whether you are a U.S. citizen residing in Australia, an Australian resident with U.S. permanent residency, or have U.S. assets in your superannuation portfolio, this webinar is a must-attend to ensure you don't pay more than your fair share to the IRS on your hard-earned retirement nest egg.

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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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