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The Problem with Investing in a Whole of Life Bond for Australian Expats

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.

whole of life bond

The Problem with Investing in a Whole of Life Bond for Australian Expats

Investing, News / By

The Problem with Investing in a Whole of Life Bond for Australian Expats – When living abroad, financial management becomes paramount, especially when considering long-term investments. Among the array of investment vehicles available, whole of life bonds often emerge as an option. But for Australian expats, there are various concerns to consider before diving into these investment …

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tax residency expats

Tax Residency Rule Changes Are Back On for Expats?

Financial Planning, Investing, News, Property, Tax / By

Tax Residency Rule Changes Are Back On for Expats? – after there was no mention of the proposed changes to the tax residency rules in the recent Federal Budget the market intepreted this as the changes were to be put on the back burner especially after the Australian Taxation Office released their updated Tax Ruling …

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2023 Australian Federal Budget Seminar in Abu Dhabi

News / By

2023 Australian Federal Budget Seminar in Abu Dhabi – With the recent surprise interest rate annoucement by the Reserve Bank of Australia this months Australian Federal Budget release by the new Labor Government is one that is going to be watched intently. Against a backdrop of geopolitical tension, higher interest rates and cost-of-living pressures, Treasurer …

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expat briefing webinar

Australian Expat Briefing Webinar – Labor Budget, Tax Residency, Markets Update

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Australian Expat Briefing Webinar – Labor Budget, Tax Residency, Property, Currency and Equity Markets Update – Treasurer Jim Chalmers will deliver a Federal Budget for the Albanese Labor Government on 25 October 2022. Currently the Australian economy is dealing with rapidly rising inflation and interest rates and this will be the Labor governments first budget since …

Australian Expat Briefing Webinar – Labor Budget, Tax Residency, Markets Update Read More »

Double Tax Agreements

Importance of Double Tax Agreements for Australian Expats

News / By

Importance of Double Tax Agreements for Australian Expats – With the prospect of new tax residency laws being introduced in Australia, we have put together a refresher article on what Double Tax Agreements (DTA) are, how they interact with Australia’s tax residency laws, and why they are important for Australian Expats. Note: The proposed new Australian …

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Advance Care Directive

Importance of Advance Care Directives for Australian Expats

News / By

Importance of Advance Care Directives for Australian Expats – A situation that is becoming increasingly more common is of Australians taking care of their older family members in ill health, and this includes Australian Expats living abroad. As the baby boomer generation (aged 55 to 74) enter the retirement stage, representing 21.5% of the Australian population, …

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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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