Fortrend Securities specializes in helping Australians manage U.S.-based retirement accounts while living outside of the U.S. Whether you're an expat, a dual citizen, or a former U.S. employee now residing in Australia, we provide support to keep your retirement assets accessible.

Our services include:

• IRA Account Management
  Guidance on maintaining and managing Traditional and Roth IRAs from Australia.

• 401(k) and 403(b) Rollovers
  Support for rolling over employer-sponsored U.S. retirement plans into individual accounts.

• U.S. Brokerage Access
  Open and maintain U.S.-domiciled brokerage accounts suited for international investors.

• Required Minimum Distribution (RMD) Planning
  Develop tax-aware strategies for required minimum distributions and early withdrawals.

• Cross-Border Tax Coordination
  Collaborate with your tax adviser to meet both IRS and ATO reporting and compliance obligations.

• Secure Document Handling
  Assistance with custodial paperwork, identity verification, and compliance documentation.

Whether you're managing an IRA, 401(k), or other U.S. retirement account, Fortrend provides the international expertise and regulatory insight you need to protect and grow your retirement wealth.