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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.

Living Between Two Countries (U.S./Australia) - # 5 Moving Back!

In case you missed yesterday's webinar, 'Living Between Two Countries (U.S./Australia) - # 5 Moving Back!', the replay is now available.

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP Fellow CFP® reflected on his family’s momentous decision to move back to Australia and be permanently based from there as of 2025.

Come and join us to hear the latest installment on ‘Living Between Two Countries’ and the planning considerations that will go into a permanent move.

Some of the relevant issues addressed include;

- Reflections on the decision - how did we arrive at this point?

- Australian Primary Residence - Decision on renting vs buying

- Tax Residency and expected tax impact

- Immigration matters

- Selling vs. Shipping Household items

- Managing businesses across borders

I hope you can join us!

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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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