Martin Jack, Author at Atlas Wealth Management

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The Benefits of a Pension Refresh Strategy for Australian Retirees

The Benefits of a Pension Refresh Strategy for Australian Retirees As retirement nears, it’s crucial to ensure that your superannuation strategy is well-structured, in order to maximise benefits and align with your financial goals. One powerful strategy that can significantly enhance your retirement savings is the pension refresh strategy. This process converts an existing pension […]

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Understanding U.S. Tax Implications for Australian Expats Selling Australian Property

News / Martin Jack

Understanding U.S. Tax Implications for Australian Expats Selling Property in Australia When Australian expats move to the United States and later sell property held in Australia, they may face complex tax obligations. The U.S. tax system requires residents to report and pay taxes on worldwide income, including capital gains from foreign real estate sales. This

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Superannuation Update: General Transfer Balance Cap Increases to $2 Million from 1 July 2025

News / Martin Jack

Superannuation Update: General Transfer Balance Cap Increases to $2 Million from 1 July 2025 The general transfer balance cap (TBC) will increase from $1.9 million to $2 million on 1 July 2025. This change follows the release of the latest Consumer Price Index (CPI) data in January. As a result, individuals can transfer up to

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Downsizer Contributions for Returning Expats: A Boost for Your Superannuation

News / Martin Jack

Downsizer Contributions for Returning Expats A Boost for Your Superannuation Superannuation is the preferred retirement vehicle for most Australians. This is mainly because of its ability to grow wealth in a tax-favoured environment, diverse investment strategies, and the possibility of tax-free income drawdowns in retirement. However, many Australian expats return home to find that their

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Defence Superannuation for Australian Expats

News / Martin Jack

Defence Superannuation for Australian Expats: Key Considerations & Options As an expat financial adviser and a veteran of the Australian Army, I often receive questions about military superannuation and how it applies to Australian Defence Force (ADF) members living overseas. This article breaks down the different types of Defence Superannuation and what Australian expats need

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Canadian Departure Tax for Australian Expats Returning Home: What You Need to Know

News / Martin Jack

Canadian Departure Tax for Australian Expats Returning Home: What You Need to Know When Australian expats decide to return home after living in Canada, one of the most crucial tax considerations is the Canadian Departure Tax. This tax applies when an individual ceases to be a Canadian tax resident. It can have significant financial implications

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The Banking Woes of Laos: What Australian Expats Need to Know

News / Martin Jack

The Banking Woes of Laos: What Australian Expats Need to Know Living in Laos has its perks—stunning landscapes, friendly locals, and an easy-going lifestyle. However, for Australian expats, navigating the local banking system can feel like an Indiana Jones-style adventure, minus the whip and fedora. While you’re soaking in the beautiful views, managing your finances

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Understanding Debt Recycling: A Wealth-Building Strategy

News / Martin Jack

Understanding Debt Recycling: A Wealth-Building Strategy Debt recycling offers an innovative financial strategy that helps you pay off your home loan faster while building wealth in a tax-efficient way. This method transforms non-deductible debt, like a home loan, into tax-deductible investment debt. By leveraging the equity in your home to invest in income-producing assets, you

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US retirement accounts for Aussie expats

Selecting Your Investment Risk Profile as an Aussie Expat

News / Martin Jack

Selecting Your Investment Risk Profile as an Aussie Expat Choosing the right investment risk profile as an Aussie expat is crucial for managing your financial future and achieving your objectives. Whether you’re planning for a new home, retirement, or simply building wealth, understanding your risk tolerance can help you navigate the complexities of Australian expat

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Selling Australian Real Estate as an Aussie Expat? Timing is Everything!

News / Martin Jack

Selling Australian Real Estate as an Aussie Expat? Timing is Everything! If you’re considering selling your Australian real estate as an Australian expat, taking your time could be crucial. The timing of your property sale can significantly impact your Capital Gains Tax (CGT) obligations, making strategic financial planning essential. Whether you’re a seasoned investor

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