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Video Title: Essential Estate Planning Tips for Australians with US Beneficiaries Description: In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP CFP® addressed the following topics: Australian Tax Treatment for Various Estate Assets - incl Primary residence, Superannuation, Investment accounts, Investment properties, Businesses, Trusts Tax Impact to US Beneficiaries - Including tax liabilities, reporting requirements Strategic Estate Planning - Focusing on minimizing tax burdens and maximizing efficiency across jurisdictions Cross-border estate planning tools -wills, trusts, and beneficiary designations that work (and those that don’t) Practical suggestions to mitigate risk, reduce tax leakage, and maximise the value of inheritances Case studies highlighting common pitfalls and successful solutions This session is designed for Australians with U.S.-based heirs, estate planning professionals, and anyone seeking to protect family wealth in a global context. You’ll walk away with a clear framework for discussing your estate plan with advisors who understand the nuances at play on both sides of the Pacific. We hope you enjoy! ========================================================================== 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: #australianinheritance #aussieinheritance #aussieinheritancUSbeneficiary #inheritancebeneficiary #expatplanning #americanexpatplanning #americanexpat #estateplanning #australianestateplanning ========================================================================== Areté Wealth Strategists Australia @aretewealthstrategistsAU