Areté Wealth Strategists Australia

We work with established Australian American expatriates to help invest across borders, plan a global financial life, minimize risks and be compliant with reporting obligations.

We have developed expertise in the major issues facing Australian American expatriates such as; 
-Legal vs Tax residency
-Superannuation and 401K’s
-Investment property
-Global reporting requirements
-Passive Foreign Investment Corporation investment (PFIC) compliance, etc.

We also partner with a select number of Australian financial planners and a network of other specialized service providers to provide advice on both sides of the Pacific.