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Can A Expat Take Their SMSF With Them Overseas?

Month: September 2015

Nest Egg

Building a scalable expat financial planning business

Building a scalable expat financial planning business   Mongolia wouldn’t appeal to many Australian financial planning principals as a rich source of potential new business, but it has caught the attention of Brett Evans who is building a expat financial planning business, the first in Australia. His planning business, Atlas Wealth Management, focuses primarily on …

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AFR

Expats zoom in on property and stocks as the Aussie dollar slides

Expats zoom in on property and stocks as the Aussie dollar slides   Brett Evans’ financial planning business is about to get very busy. His company, Atlas Wealth Management, which specialises in servicing Australian expatriates had 20 calls from clients last month, twice as many calls than usual. And they were all looking to buy or sell properties, taking advantage …

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