With the recent volatility on the world financial markets we’ve been busy talking to our clients to keep them abreast of the situation but I thought a post on LinkedIn would be a good idea as well because sometimes a fresh perspective is needed to see the opportunity amongst the headline grabbing articles that …
Aussie Expats in The US – IRA Case In Australia Clarifies Options With over 200,000 Australians living in the United States we have seen a large increase in enquiries from Australian expats about whether you can transfer a IRA to a Super account as a concessional contribution? In the US expats can hold a …
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We have recently received a number of enquiries from Aussie expats in Asia that offshore advisers have be ramping up the sales pitch on the viability of investing in Insurance Bonds, otherwise known as Investment-Linked Assurance Schemes (ILAS), and their suitability for non-resident Australians. Offshore advisers have treated Australian expatriates as low hanging fruit …
Canberra released last week their exposure draft legislation that Treasury has put forward with a view to implementing a 10% non-final withholding tax if a non-resident disposes of certain taxable Australian property. Under the current legislation foreign residents are required to pay Capital Gains Tax (CGT) on any gains if they dispose of the …
Aussie Expats – Be Careful When Returning to Australia Last month there was a case before the Administrative Appeals Tribunal between the Australian Taxation Office and an Australian expat over his status as a resident for tax purposes which highlights why aussie expats need to be careful when returning to Australia. I’m not going …
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AustCham Shanghai Workshop – Expat Superannuation Masterclass & Australian Federal Budget Update AustCham Shanghai and Platinum Sponsor Atlas Wealth Management will be hosting an education workshop to provide Australian expats with a expat superannuation masterclass. Topics that will be discussed include: • 2015 Federal Budget Update • What are the traps that expats fall …
Federal Budget Report for 2015 – Australian Expat Edition Welcome to the Federal Budget Report for 2015 – Australian Expat Edition. In today’s post we are going to run through the the key points for Aussie Expats. Well what a difference a year makes. With the 2015 Federal Budget dust starting to settle we …
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AustCham Beijing Workshop – Expat Superannuation Masterclass Atlas Wealth Management will be hosting an education workshop to provide Australian expats with an update at the AustCham Beijing Workshop – expat superannuation masterclass. Join us for an insightful talk by Brett Evans, Managing Director of Atlas Wealth Management and Kris Martin, Risk Insurance Specialist as …
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Retirement Income Passport: Retirement Portfolios From Around The World Ever wonder what a retiree in Australia, Canada, Singapore, or other distant locations invests in? Curious as to how much they invest in US companies, or what financial advisors helping retirees in other countries see as some of the best, most underutilised opportunities? Join …
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Super Changes And What It Means For Australian Expats There has been a number of announcements made recently regarding superannuation so in today’s post we wanted to run through the super changes and what it means for Australian expats. Although the changes were legislated a while ago (June 1998), the increase in the preservation …
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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
