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Zoom Webinar where host Ashley Murphy CFP® AIF®, principal at Areté Wealth Strategists and our special guest John Versace CFP®, Senior Financial Planner at Apt. Wealth Partners share key information about different topics essential to Retirement Planning in Australia for Americans and Returning Australians. ========================================================================== Ready to work with us? Get started today: https://www.arete-wa.com/get-started Check out our case studies: American business owner living in Australia: https://www.arete-wa.com/case-study/1 High Net Worth Software Engineer American Couple Living in Australia: https://www.arete-wa.com/case-study/2 American Executive & Family, Permanently Relocated to Australia: https://www.arete-wa.com/case-study/3 About Arete Wealth Strategists: Global wealth management for American and Australian Expats. We bring strategy, structure, clarity, confidence and complianceto our clients’ global financial lives and keep it that way. ========================================================================== ✅ Other Videos You Might Be Interested In Watching: ✅ The “Living Between Two Countries - Our US Australia Experience! 🧡 • Living Between Two Countries - Our US Aust... ✅ Getting your-401k / IRA Out of the US and to Australia 🧡 • Getting your 401k / IRA to Australia ✅ Estate Tax Mitigation and Wealth Preservation Strategies for Exiting Australia / US Entrepreneurs 🧡 • Estate Tax Mitigation and Wealth Preservat... ✅ The HEART Act & the US Exit Tax - A 2025 Update 🧡 • The HEART Act & the US Exit Tax - A 2025 U... ✅ Social Security Changes in 2025 - What Americans in Australia or Australians in America Need to Know 🧡 • Social Security Changes in 2025 - What Ame... ✅ Brave New World: Tax and Investment Changes Affecting Expats under the New Administration 🧡 • Brave New World: Tax and Investment Change... ✅ The Comprehensive Departure Planning Guide for those Planning their Australian Move 🧡 • The Comprehensive Departure Planning Guide... ========================================================================== Relevant Hashtags: #australianretirementguide #australianpensionguide #australianretirementplanning #australiapensionguide #australianretirement #australianretirementtrust #australianretirementguideand #retirementguideforamericanexpat #retirementguideforamericanexpats #retirementguideforamericanexpatliving #retirementguideforamericanexpatand #retirementguideforreturningaustralian #retirementguideforreturningaustralianvisa #retirementguideforreturningaustralianand #retirementaustralia ========================================================================== Areté Wealth Strategists Australia @aretewealthstrategistsAU