One of the most common questions that we get asked is can I take my super if I leave Australia permanently? The answer is unfortunately no. If you are a Australian citizen or permanent resident and joining the ranks of your fellow Australian expats overseas the rules that govern superannuation do not change, even if …
Can I Take My Super If I Leave Australia Permanently? Read More »
How Does The Recent ATO News Affect Australian Expats With Trusts – In the news last week two recent ATO tax determinations may affect Australian expats with Trusts, and specifically around non-resident beneficiaries of these discretionary trusts. What Is A Discretionary Trust? Firstly, in order to understand the recent determination lets do a …
How Does The Recent ATO News Affect Australian Expats With Trusts? Read More »
IRS Case May Clarify Taxation of Superannuation In The United States – a case that is currently being heard in the United States between the US Internal Revenue Service (IRS) and an Australian expat may provide more clarity on the topic of the taxation of superannuation in the United States. According to US Tax Court …
IRS Case May Clarify Taxation of Superannuation In The United States Read More »
Report Highlights Need For Australian Expats To Save – this month a report released by the Australian expat advocate organisation Advance highlighted the importance for Australian expats to save whilst they’re overseas. In the report titled “They Still Call Australia Home” they discuss the challenges that Australian expats are facing in securing work when they …
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Top 10 Australian Expat Tax Mistakes – managing your tax when you’re an Australian resident is difficult enough at the best of times let alone when you move overseas and become a Australian expat for the first time. We often see common errors that are made by Australian expats so we wanted to list out …
Win For Australian Expat Tax As High Court Refuses ATO Appeal – in what has been one of the most significant court cases for Australian expats, the Harding vs Commission of Taxation (ATO) case highlights the rapidly changing demographic of how Australian expats live, work and play. As we reported earlier this year the Full …
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Atlas Wealth Highly Commended in Global Mobility Awards – At this month’s Forum for Expatriate Management’s APAC EMMA’s global mobility awards in Singapore Atlas Wealth Management was Highly Commended by the judges for the financial advice that we provide to Australian expats in over 28 countries. Nominated as finalist in the Banking, Tax or Financial …
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Navigating the Department of Human Services (Centrelink) legislation and rules regarding the Age Pension can be complex enough for Australian residents, let alone Australian Expats. In this article we aim to break down the complexity surrounding Age Pension eligibility to help provide guidance for Australians expats looking to claim in the future. Eligibility for …
Centrelink Age Pension for Australian Expats – Am I Eligible? Read More »
In 2018 we covered the Heart Act Exit Tax and how it could potentially affect US resident Australian expats. Recently we have seen some of our clients become eligible for Green Cards either through marriage or through the Green Card lottery. Additionally, we have had an influx of clients who have found out that they …
Will You Pay A US Exit Tax Because Of Your Green Card? Read More »
A recent statement by the Australian Taxation Office (ATO) shows that their visibility of offshore accounts, including Australian expat bank accounts, is incredibly high and that now, more than ever, it is imperative that Australian expats manage their financial affairs taking into account these new global initiatives. Since the introduction of the Common Reporting Standard …
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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
