Webinar – Growing Wealth and Optimizing Investments as an Australian Expat in the US. 2025 Rates & News.

For Australians living in the United States, financial planning and investment strategies come with unique challenges and opportunities. Whether you’re looking to build wealth, optimize your tax situation, or make informed decisions about where to invest, staying up-to-date with the latest regulations and expert advice is crucial.

That’s why America Josh is hosting an exclusive webinar—Growing Wealth and Optimizing Investments as an Australian Expat in the US: 2025 Rates & News—where we’ll break down everything you need to know to make the most of your financial future.

What This Webinar Will Cover

Understanding how to maximize your wealth as an expat requires specialized knowledge of tax systems, investment opportunities, and financial tools across both Australia and the US. In this informative session, we’ll cover:

• Investment strategies for Australian expats – Where should you put your money to get the best returns while managing risk?
• The latest 2025 tax and finance updates – How will new rates and regulations impact your income, investments, and overall wealth-building strategy?
• Optimizing your tax position – How can you legally reduce your tax burden and ensure compliance in both countries?
• Retirement planning – What are the best options for securing your financial future while living abroad?
• Common pitfalls to avoid – Mistakes that many expats make and how to steer clear of them.

Meet the Experts

This session will be hosted by America Josh, featuring industry experts with years of experience helping Australian expats navigate the complexities of wealth management and taxation:

• John Versace – Head of Expat Services & Senior Financial Adviser at Apt. Wealth Partners. John is an expert in helping Australians abroad manage their investments and optimize financial planning across international borders.
• Bradley Murphy – Director at Murphy Tax. Bradley specializes in cross-border taxation, ensuring Australian expats understand their obligations and opportunities in both the US and Australia.
• Jason Stoch – Managing Director at UpTrend Advisory. Jason is a US-based tax expert who specializes in helping Australians in the US navigate complex cross-border tax situations and optimize their financial strategies.
• Josh Pugh – Founder & CEO of America Josh. A passionate advocate for expats, Josh provides resources and community support to help Australians thrive in the US.

Why You Should Attend

Many Australians moving to or living in the US struggle with understanding how to effectively manage their wealth. The financial landscape is vastly different from Australia, and what works at home doesn’t always translate across borders. This webinar will give you clear, practical advice tailored specifically to expats, helping you make informed decisions about your financial future.

Whether you’re a seasoned investor or just starting to think about wealth-building strategies, this event is designed to provide valuable insights and actionable steps you can take right away.

How to Join & Submit Your Questions

The best part? It’s free to attend and if you've got specific questions—you can submit them when you register! Our panelists will tailor their insights to address the topics most relevant to our audience.

By registering for this event, you agree to receive email communications from us regarding the webinar and related financial updates.

Don’t Miss This Opportunity

Financial security and smart investing don’t happen by accident—they require knowledge, planning, and access to the right advice. Whether you’re planning to stay in the US long-term or eventually return to Australia, this webinar will equip you with the tools you need to build and protect your wealth as an expat.

Secure your spot today and take control of your financial future!

About John Versace – Head of Expat Services & Senior Financial Adviser @ Apt. Wealth Partners

John Versace is an experienced financial planner with extensive expertise in helping expats protect and grow their finances to reach their goals. He uses this wealth of knowledge to support Australian expats, those migrating to Australia and US citizens living on our shores.

Based in Melbourne, Victoria, John has been in the financial services industry for 15 years, 10 of those with Apt Wealth Partners, where he is a Senior Financial Adviser. He is known amongst expat communities for his deep knowledge of wealth building and protection in multiple jurisdictions, helping people live their best lives wherever they reside.

Apt Wealth Partners is a privately-owned financial advice firm that has been in operation for over 30 years. They look after over $2.7B in investments under management and have a dedicated expat division that offers tailored advice to Australian expats living overseas and migrants to Australia.

About Bradley Murphy – Director @ Murphy Tax

Bradley is an Australian international tax advisor and tax lawyer with 15 years tax experience gained working in Australia, London and the US. Bradley is also registered as a UK Lawyer in the UK.

Bradley's experience most recently includes working as a Director with Deloitte tax. Prior to this he worked with KPMG and in the in-house tax team of Qantas Airways. Bradley's clients includes Australian and international businesses, individuals and families.

Bradley also has particular expertise in assisting US and Australian Expats with integrated US and Australian tax advice. He has a unique understanding of the interaction between the two systems and the US/AU tax treaty.

He has used his extensive Australian and international tax experience to start his own expat tax advisory firm to best serve his clients. He enjoys listening to and understanding each client's individual circumstances and requirements and helping them achieve their goals.

About Jason Stoch, Owner @ UpTrend Advisory

Jason moved to the United States from Sydney in 2013 and spent over 3 years living in New York City. Having enough of the cabin fever that the cold winters bring, he moved to sunny San Diego where he now resides.

While living in New York City, Jason noticed that the majority of his Australian friends did not understand the US tax system and began to help them traverse the landscape as an American CPA and Australian Chartered Accountant.

Fast-forward to today, Jason established UpTrend Advisory, the only Australian owned CPA firm in the US where his team specializes in expat taxes for individuals and businesses. They are passionate about helping clients navigate the two countries' tax systems and have helped thousands of expats living in the U.S and abroad.

About Josh Pugh – Founder and CEO America Josh

Josh moved to New York City from Adelaide, South Australia in the middle of a cold 2017 winter. While there was no real plan but it was clear that the city and its 7 million+ people meant for all sorts of adventures and opportunities.

After arriving though it was clear that transitioning your life from one country another was a pain, and there was no real advice to help you order a sandwich properly, let alone arrange for real things like Social Security. So he started America Josh.

America Josh is an online guide and community network helping expats from all over the world move to and thrive in America.

The mission of America Josh is to make the transition more straight forward and life abroad less stressful on individuals. AmericaJosh.com includes guides, reviews, tools, recommendations, and community-generated content to help with a move whether they are in the early stages of planning, have a firm plan to move, or have already made the move.

These online resources coupled with events and community recommendations provide a full suite of knowledge and assistance for anyone moving to or living in the U.S.