And How Does It Affect Australian Expats?
Who Is Atlas Capital Advisers?
Atlas Capital Advisers, a division of the Atlas Wealth Group, manages over $400 million in assets as part of our Australian Expat Portfolio Service.
Our SMA portfolios are:
- Bespoke – Tailored to the investment and tax circumstances of Australian expats.
- Researched – Guided by our internal investment committee and supported by top-tier Australian and international consultants.
- Trusted – Delivered by an award-winning team of financial professionals.
We bridge the gap between your country of residence and Australian compliance, offering seamless financial management for a mobile life.
What is the Australian Expat Portfolio Service?
A Transparent and Flexible Investment Solution
Inside our Australian expat portfolio service we utilise Separately Managed Account (SMA) gives you direct ownership of assets in a professionally managed portfolio.
Key benefits include:
- Transparency – Full visibility and ownership of each security
- Professional Oversight – Actively managed by experts responding to market changes
- Flexibility – Incorporate specific values (e.g., ESG investing or sector allocations)
Our SMA Portfolio Range
- Australian Domiciled – Balanced | Growth | High Growth
- US Domiciled – Balanced | Growth | High Growth
We offer the first US-domiciled SMA service designed specifically for Australian expats in the US and US citizens residing in Australia that directly addresses the issue of investing in Passive Foreign Investment Companies (PFICs).
Why Work with a Specialist Asset Manager?
General Advice isn’t Good Enough
Expats need more than generic financial planning. Our clients benefit from:
- Specialist Knowledge: In-depth understanding of cross-border financial laws and treaties
- Proactive Management – Real-time adjustments for local and global shifts
- Customised Advice: Based on residency, tax status, investment preferences, and life goals
We understand that your portfolio must align with your unique life trajectory — and we build with that in mind.
Altas’ Governance Framework
Confidence through structure, accountability, and discipline.
Trust is earned through transparency, and our governance framework ensures every portfolio and piece of advice reflects Atlas’ highest standards.
Atlas Capital Advisers Investment Committee
- Composed of senior investment professionals and external asset consultants
- Sets and reviews the firm’s strategic investment philosophy
- Establishes and monitors Strategic Asset Allocation (SAA)
- Approves dynamic asset allocation tilts and investment policy updates
- Oversees risk frameworks, ensuring portfolios remain aligned with client mandates
9 Ways We Can Help
General Advice Disclaimer
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Atlas Wealth Management Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Atlas Wealth Management nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.