
Do you own a Foreign Grantor Trust? How It Impacts an Investment or Liquidity Event.
In this week's vlog, our Managing Director and CEO, Peter Harper, discusses foreign grantor trusts and how to utilize forms of discretionary trusts...Read more
Grantor Trust Rules – A Primer
[embed]https://www.youtube.com/watch?v=w62bJ2tbvdw[/embed]Read more

Why 2021 is not 2020
In this week's vlog, Peter Harper, our Managing Director & CEO, discusses what makes this upcoming year different than last year. Both economically...Read more

When Should Australian Investors Focus on the US?
In this vlog, Peter Harper, our CEO and managing director, discusses the plans for the New Year and how to prepare fiscally for...Read more

Happy Holidays from the Team at Asena!
Thank you for the confidence and trust you have placed in us to advise you on your Australian and US tax matters in 2020....Read more

Estate Planning and Cross Border Issues Seminar
We were delighted to have been invited to present a seminar on cross-border issues in estate planning for the Leo Cussen Institute recently. Renuka Somers...Read more

What’s a GRAT? Should you have one?
A “Grantor Retained Annuity Trust”, more commonly known as a “GRAT”, is an irrevocable trust that can reduce estate tax exposure. GRATs are usually...Read more

Happy Thanksgiving From the Team at Asena
On Thursday we celebrate Thanksgiving Day, an annual national holiday in the United States since 1863 that pays tribute to the harvest and...Read more

Mergers & Acquisitions: Interposing an Australian Holding Company – Part 3: the US Anti-Inversion Rules
*The concepts discussed in this blog are complex and require careful consideration to ensure compliance with Australian and US tax laws. Unless otherwise...Read more

How Does the Biden Tax Plan Affect US-Australians?
Today, we consider and summarize how President-elect Joe Biden's tax plan can affect US-Australians. The plan is detailed at https://joebiden.com/two-tax-policies/. Some of the key features...Read more