In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, CFP® GFP (USA) reviewed a project planner of key financial planning decisions and actions one needs to take well before and well after their move to Australia to ensure a successful transition.
Some of the relevant issues addressed include;
- Real Estate decisions
- Immigration decisions
- Tax Considerations
- Investment constraints (Incl Superannuation and Non-US managed investments), and lastly
- Who the advisory team consists of
I hope you can join us!
Access our comprehensive, unbiased financial guides here.