It’s your dream job, but the pay is a nightmare It’s your dream job, but the pay is a nightmare – Do you remember what you wanted to be when you grew up? An astronaut, a ballerina, a firefighter? And did you decide instead to become an accountant, lawyer or banker? If you had …
The Premium Gamble: Australian expat ineligibility in group insurance Australian expat ineligibility in group insurance. Up to 2.5 million people who are paying premiums for group insurance offered through superannuation need to examine their eligibility, as differences between super funds’ policies could mean they have reduced cover, or even none at all. Investment Magazine …
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Aussie financial planners considering China should think again Treasurer Scott Morrison’s recent comments aside, Australian financial planners would do better focusing on the huge non-advised domestic population than the untapped Chinese advice market. The federal Treasurer emphasised China’s high demand for a wide range of goods and services, including financial services, and his …
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When she was 29 years old, Debra Cohen left a successful career at an aviation magazine to look after her first daughter and become a stay-at-home parent. “It was the best decision I ever made,” said Cohen, who is now 48 and lives in New York. She was thrilled to be a stay-at-home parent, even …
ATO Zeroing in On Aussie Expats Who Claim Non-Residency 16/10/2015 – We’ve been hearing around the traps that the Australian Taxation Office is targeting Australian expats again who are claiming non-residency status for tax purposes. Letters are being sent out in bulk based on their data matching capacity with overseas institutions. Last year the …
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Can A Expat Take Their SMSF With Them Overseas? With the growth of Self Managed Super Funds (SMSF’s) in Australia the question of can a Australian expat take their SMSF with them overseas is a common one. SMSF’s now comprise of about one-third of Australia’s AUD$2.04 trillion superannuation system so as you can see …
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 …
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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 …
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Is Your Superannuation Expat Friendly? When Australian expats relocate overseas (become non-residents for tax purposes) there is always so much to be done but if your superannuation expat friendly? Have you informed the Australian Taxation Office? Have you updated your various holdings in your investment portfolio? Does your accountant know? Have you accidentally ‘forgotten’ …
Chinese market driving volatility says financial adviser to Aussie expats 26/08/2015 – The article below is a re-post from ABC NewsRadio after they interviewed our Managing Director, Brett Evans, this morning. To listen to the interview click on this link (https://www.abc.net.au/newsradio/content/s4300209.htm) and then press the play button at the top left hand corner of the …
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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
