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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.

Income and Capital Gains Taxes Explained - United States vs Australia

If you missed yesterday's webinar, "Income and Capital Gains Taxes Explained - United States vs Australia" the recording is now available!

Some of the topics Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be addressing include:

  • Australia thinks in terms of tax, U.S. is ‘taxes’
  • Both tax on a worldwide basis, but U.S. taxes also taxes based on citizenship.
  • Filing status differences: U.S. - Single, MFJ, HoH etc. Australia - Resident vs Non-Resident
  • Rules vs Principles based taxation
  • Source of income
  • Top marginal rates: Lower at a Federal Level but higher in certain states
  • Differences in deductions and credits
  • Differences in Approach to taxing of Capital Gains - flat rate(s) vs half your marginal rate
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October 23, 2024
Bridging the Pacific: Crafting Tax-Smart Aussie Estates for US Beneficiaries
September 18, 2024
Living Between Two Countries (U.S./Australia) - # 5 Moving Back!
August 21, 2024
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Brisbane, AUS
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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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