Expert Financial Planning for US – Australian Expats
Live your best life on both sides of the globe
Moving between the US and Australia is a well-worn path for expats on both sides. Whichever way you’ve made the move, you’ve done so to enjoy a new lifestyle, so it’s important to make sure you’re living it.
Our expert financial planners understand both jurisdictions to help you make the best financial moves and stay on track with your long-term goals.
You moved overseas for the experience, make sure you can live it to its fullest.
Apt Wealth Partners is a national, highly recognised firm offering a full suite of financial planning services. Your expat planner works closely with our experienced investment team, leveraging in-house and global research to keep the latest market data at your fingertips.
We can help you with:
Building a bespoke financial plan and investment strategy
Providing financial advice that understands both jurisdictions
Understanding tax systems and implications in both locations
Navigating currency movements
Protecting and growing your investments in a tax-effective way
Managing assets across the globe
Living your best life on both sides of the globe
Growing your superannuation or retirement assets
Preparing for relocation or the move home
Access a network of experts to help you on your journey with Apt Wealth
Apt Wealth puts an expert team in your corner for comprehensive expat financial planning, tax, accounting and legal advice to help you live your best life in any corner of the globe.
This cohesive approach from leading firms gives you a clear, consolidated plan to guide your decision-making at every step.
US/Australian Expat Financial Planning FAQs
How could my Australian assets impact my US taxes?
Many financial strategies that work from an Australian tax perspective can be problematic for your US taxes. They may lead to additional reporting requirements or tax obligations, so it’s essential to be aware of potential complications before making financial moves.
How do I plan for retirement as an expat?
If you are an Australian expat who is living and working in the US or a US Expat in Australia, it’s quite possible that you hold significant retirement savings in both countries. Whether you plan to retire Down Under or in the States, it’s important to understand how these assets get treated between the two countries.
How do I transfer a foreign pension to Australia?
What to do with a foreign pension when you return to Australia is one of the most commonly asked expat financial questions and it can be complex. Here are our tips to manage foreign pensions.
Can I get US social security if I retire in Australia?
As with most countries, there are restrictions on accessing social security outside the country, but they are not as onerous as you might think. US expats and Australians who have lived and worked in the US but are retiring in Australia may be entitled to US social security.
What should I do with my Green Card on return to Australia?
For many Australians who are or want to live and work in the US, obtaining a Green Card is the ultimate goal. And it can certainly make life easier while you are living stateside. However, if you intend to return to Australia, there are some additional considerations.
Latest expat articles and resources
What should expats consider when it comes to employee share schemes?
John Versace
Jul 29, 2024
Offered in various forms, employee stock ownership plans (ESOP), stock options, restricted stock units (RSUs) and employee share purchase plans (ESPPs) offer opportunities to invest in the success you’re ultimately...
Read more
What should expat US taxpayers consider as the end of the US tax year approaches?
John Versace
Nov 14, 2023
The end of the US tax year (31 December) is fast approaching. If you’re a US citizen living in Australia or an Australian living in the US, it’s essential you...
Read more
The investment tax-trap expat US taxpayers need to know
John Versace
Nov 08, 2023
Whether you are an Aussie living in the US, or a US Citizen in Australia, managing your finances can be tricky, especially when it comes to the tax treatment of...
Read more
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