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Australian expats in the US could face taxes on superannuation accounts

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.

PFIC

Australian expats in the US could face taxes on superannuation accounts

News / By

Australian expats experiencing US tax on Australian superannuation accounts Australian expats living in the US are waking up to the fact they may face US tax on Australian superannuation accounts following changes to the Internal Revenue Service’s (IRS) reporting requirements for such schemes. Here’s how the US tax on Australian superannuation may work. In June last …

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International Adviser

Australian expats in the US could face taxes on super accounts

Media / By

  Australian expats could face US tax on Australian superannuation   25/10/2016 – Australian expats living in the United States could face US tax on Australian superannuation, following changes to the Internal Revenue Service’s (IRS) reporting requirements for such schemes. In June last year, the US tax authorities released a redacted letter classifying superannuation, Australia’s state-backed pension savings arrangement, …

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International Adviser

Australia scraps A$500k lifetime superannuation cap

Media / By

  Australia scraps A$500k lifetime superannuation cap   Australia scraps A$500k lifetime superannuation cap – The Australian government has scrapped plans to introduce a controversial A$500,000 (£286,598, $383,675, €341,174) lifetime superannuation cap curbing the amount people can save into their pensions. Treasurer Scott Morrison confirmed the U-turn on the proposed limit, which would have applied to after …

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International Adviser

SMSF Trustees Moving Overseas – Can I take my SMSF overseas with me?

Media / By

  SMSF Trustees Moving Overseas – Can I take my SMSF overseas with me?   Are you a SMSF trustee moving overseas and have asked the question “can I take my SMSF overseas with me?”. SMSFs are becoming increasingly prevalent and make up about one-third of Australia’s A$2.04 trillion superannuation system. But can you take yours overseas …

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IFA

Winners announced in ifa Excellence Awards 2016

Media / By

  Winners announced in ifa Excellence Awards 2016   The winners in the third annual ifa Excellence Awards 2016 have been announced, including some of the industry’s most well-known and respected advisers and businesses. An industry-first, the ifa Excellence Awards 2016 is the only awards program dedicated exclusively to independent and non-aligned financial advisers. Adele …

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Atlas Wealth Group is a group of several organisations, each of which is a separate legal entity registered in the relevant jurisdictions in which they operate and licensed with their respective regulators.

Atlas Wealth Management Pty Ltd – ABN 98 152 187 098 – AFSL 471653
Atlas Wealth Management (DIFC) Limited – Regulated by the Dubai Financial Services Authority License No. F005228
Atlas Tax Pty Ltd – ABN 36 664 334 409 – Australian Tax Agent 26 202 536
Atlas Mortgages Pty Ltd – ABN 93 646 699 863 - Authorised Credit Representative 463430 of Mortgage Specialists Pty Ltd, Australian Credit Licence Number 387025

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