Should you keep contributing to super? Is it smarter to invest in Australia or the US? What happens to your Australian shares and ETFs from a US tax perspective? And if you're planning to eventually move back, how should that change your strategy?

If you're an Australian living in the US, your financial decisions don't fit neatly into either country's playbook. The intersection of US and Australian tax rules — especially around superannuation, investments, and property — creates a unique set of challenges that a general financial advisor on either side of the Pacific isn't equipped to handle.

In this free live webinar, America Josh is joined by John Versace from Apt Wealth Partners to walk through the key financial considerations for Australians holding or building assets across both countries. We'll cover:

– Superannuation — should you keep contributing while in the US?

– Australian shares, managed funds, and ETFs — and the US PFIC trap

– Whether to contribute to a US 401K or IRA if you plan to retire in Australia

– Property decisions — buying in the US vs. Australia, and the lending and tax implications of each

– Currency exchange risk and how it factors into long-term planning

– Common myths (like “you can't invest in Australia while living in the US”)

John has spent 20 years in financial services and leads Apt Wealth Partners' dedicated expat services division. He specializes in helping Australians in the US navigate wealth building and protection across both jurisdictions.

This session is designed for middle-to-high income Australians in the US who want a clearer picture of how to manage their financial life across two countries — whether you're planning to stay long-term or thinking about the move home.

Attendees will have the opportunity to book a free 20-minute consultation with Apt Wealth Partners to discuss their individual situation.