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Brett Evans

Brett Evans is the Managing Director for the Europe, Middle East and African region (EMEA) and a Financial Planner with Atlas Wealth Management. With over 20 years of experience in the finance and investments industry, Brett has worked for blue chip companies which include the Australian Stock Exchange (ASX), HSBC, Suncorp and Citi Smith Barney. Brett holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning, a Professional Diploma in Stockbroking and has completed coursework at the New York Institute of Finance. He was voted as one of the 50 most influential advisers in Australia for 2013, 2014, 2015, 2017, 2018, 2019 & 2020 as part of the Financial Standard’s Power 50 list.

expat inheriting assets

Expat Chat Ep 49 – Considerations For Expats Inheriting Australian Assets

Expat Chat Ep 49 – What Are The Considerations For Expats Inheriting Australian Assets Welcome to the forty ninth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss the implications for Australian expats inheriting assets from Australian family members which became more complicated …

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expats inheriting assets

Considerations for Expats Inheriting Australian Assets

Considerations for Expats Inheriting Australian Assets – The implications for Australian expats inheriting assets from Australian family members became more complicated when the Government amended the Income Tax Assessment Act 1997 (Section 104-215) and introduced a Capital Gains Tax (CGT) event K3 in 2017. We are seeing an increasing number of clients grappling with the consequences …

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australian expat estate

What Happens To An Australian Expats Estate If They Die Overseas?

What Happens To An Australian Expats Estate If They Die Overseas? – An increasing proportion of our clients remain overseas well into retirement, and many acquire real estate in the form of a home or holiday homes whilst living overseas. Most Australian expats don’t expect to die unexpectedly whilst living overseas and there is a …

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expat currency transfer

Expat Chat Ep 48 – How Can Expats Maximise Their Currency Transfers

Expat Chat Ep 48 – How Can Expats Maximise Their Currency Transfers Welcome to our forty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss how an Australian expat can maximise their currency transfers when transferring their money between countries and currencies. …

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government australian expats

What Does the New Australian Government mean for Australian Expats

What Does the New Australian Government mean for Australian Expats – There were no policy announcements throughout the election campaign that related to or were targeted at expat Australians. But we thought it worthwhile to look at the policies and commitments that might impact Australian expats and the legislative program regarding any bipartisan bills that might …

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invest volatile market

Expat Chat Ep 45 – How To Invest In A Volatile Market

Expat Chat Ep 45 – How To Invest In A Volatile Market Welcome to our forty fifth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss how Australian expats should look at investing during times of volatile markets. We’ve all seen the headlines …

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