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Expat Wealth Management

As a leading provider of Australian expat investment advice, Atlas Wealth Management understands the importance of ensuring that the savings that you have built up in your investment and superannuation accounts not only needs to be preserved but grown as well.

When managing the investment and superannuation accounts for Australian expats the advice that is provided considers your residency tax status (e.g. non-resident for Australian tax purposes if that is appropriate).

We do not believe in simply placing your investments in a generic managed fund because this will not achieve the level of personalisation or potential that each client deserves.

When you sit down with an Atlas Wealth Management adviser, not only will they learn about your personal circumstances, but they will tailor a portfolio that is suitable for you.

All depending on what your goals are there are a number of different investments which may be incorporated into your portfolio.

Atlas Wealth Management has a lot of experience in recommending and providing ongoing financial advice to Australian expats. We are proud of the level of detail that we go to when recommending a portfolio to our Australian expat clients, including customizing the portfolio to not only suit the clients risk profile, but also their country of residence and investment time frame.

There are many benefits to building an investment portfolio in Australia whilst you are an expatriate.

Tax Free Income

As an Australia citizen who is classified as a non-resident for tax purposes you can buy shares which distribute a fully franked dividend. The franking credit attached to the dividend may offset the Withholding Tax resulting in a tax-free income.

No Capital Gains Tax

If you invest in Australian listed shares as a non-tax resident, Australian expats can buy and sell and are not required to pay capital gains tax to the Australian Taxation Office (ATO) for the period that they are a non-resident for tax purposes.

Compliance

The Australian financial markets are held in the highest regard by international investors due to its stringent compliance and control measures.

The above statements do not take into account the various tax jurisdictions and regulations that exist overseas. Please contact Atlas Wealth Management to confirm what regulations apply to you before investing.

General Advice Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Atlas Wealth Management Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Atlas Wealth Management nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

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