The Global Shift Toward Wealth Taxation As we approach the end of November, Swiss voters will participate in a referendum that could fundamentally reshape the country’s approach to wealth taxation. This development, coupled with similar initiatives in Australia and elsewhere, signals a broader global trend: accumulated wealth is increasingly under scrutiny by governments seeking new […]
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Why You Might Not Get a Cost Base Uplift When You Rent Out Your Former Home Many Australian property owners assume that when they move out of their main residence and begin renting it, they can simply get a valuation at that time, and use that value as their new cost base for capital gains
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Retirement Risks and Strategies for Australian Expats Living Overseas Planning for retirement is a significant undertaking, especially for Australian expats, who often navigate multiple financial systems and currencies. A common concern among retirees is ensuring that their investments will sustain their desired lifestyle throughout retirement. Understanding how much income you’ll need and how to structure
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Deemed Disposal on Ceasing Residency: Should You Trigger a Capital Gain Now or Defer It? When you leave Australia and become a non-resident for tax purposes, one of the most consequential — and misunderstood — tax decisions you’ll face is whether to trigger a deemed disposal of your CGT assets under section 104-160 of the
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Swiss Property Tax Reform: What Australian Expats Need to Know After the Vote Swiss voters have decisively approved the Swiss Property Tax Reform, marking the end of the long-debated imputed rental value system. In the September 28 referendum, 57.7% of voters and 16.5 out of 26 cantons supported the change — a historic result that
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Division 296 Tax Changes: Key Updates Announced Today Today, the Australian Government unveiled significant updates to the proposed Division 296 tax, a measure designed to increase taxes on higher superannuation balances. This article delves into the key changes announced, what they mean for super fund members, and the broader implications for retirement planning in Australia.
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What’s The Cost of Not Getting Specialist Financial Advice? Moving overseas promises adventure, career opportunity, and personal growth, but for Australian expats, navigating the labyrinth of international finance can be daunting. In the euphoria of relocation, many overlook the value of specialist financial advice—often to their detriment. This article examines the tangible and intangible costs
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What the US Government Shutdown Means for Australian Expats Living in America As of 1 October 2025, the US federal government has officially entered a shutdown following Congress’s failure to pass a funding bill. While essential services continue, many federal operations have been paused or scaled back. For Australian expats residing in the US, this
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Are Your US Social Security Benefits at Risk? H.R. 1547 – SSA Reform Act Update Why This Matters for Australian Expats For many Australian expats with cross-border work experience in the US, Social Security benefits form an essential part of their long-term financial planning. Whether you’re approaching retirement or already drawing benefits, proposed changes
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Financial Considerations for Australian Expats Strategies for Maintaining Financial Health Abroad Financial planning is a critical aspect of living abroad for Australian expats. To ensure long-term success, here are some key financial considerations to ensure long-term financial health and compliance. Impact of Moving Countries on Tax Affairs When moving between countries, especially from regions like
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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.
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