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Looking after Aussies in America

International Investment

International Investment

Looking after Aussies in America

Looking after Aussies in America   20/04/2017 – Recent US efforts to crack down on tax evasion through overseas accounts are catching out expatriates living there, particularly Australians with existing superannuation funds back home, according to Brett Evans, the founder of Australia-based Atlas Wealth Management, one of the only firms currently advising such expats. The rapidly …

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International Investment

Atlas Wealth Management: reaching out to Australia’s diaspora

19/04/2017 – Having spent part of his childhood in the US and Hong Kong – owing to having a father who was a Royal Australian Air Force pilot – Aussie Brett Evans had an early insight into the then-emerging need for advisers able to help the thousands of Australians who would soon be emigrating around the …

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International Investment

New US fiduciary rule talk prompts question of global ‘fiduciary standard’

New US fiduciary rule talk prompts question of global ‘fiduciary standard’   A new law requiring all US insurance brokers and others who provide retirement planning advice to begin doing so under a legally-binding “fiduciary rule”, like one that already applies to that country’s Registered Investment Advisors, is due to begin to take effect in …

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International Investment

Australia regulator begins enforcing Oz version of fiduciary rule

  Australia regulator begins enforcing Oz version of fiduciary rule   As US insurance brokers, financial advisers and financial services companies await word as to whether president-elect Donald Trump really will go ahead with rumoured plans to derail a proposed, legally-binding “fiduciary rule” affecting retirement product sales, Australia’s regulator has begun enforcing a similar rule. …

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International Investment

Aussie regulator takes first-ever ‘best interests’ action

Aussie regulator takes first-ever ‘best interests’ action   Aussie regulator takes first-ever ‘best interests’ action – The Australian Securities & Investments Commission said it has launched its first-ever action against an advisory business for breaching the so-called “best interests duty” rule, introduced in 2013 under the country’s controversial Future of Financial Advice reforms. The company in …

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International Investment

Critical illness cover: Advisers campaign in support of the forgotten insurance

Critical illness cover: Advisers campaign in support of the forgotten insurance   “Our most valuable asset is ourselves, and yet we’re so woefully poor about getting ourselves [properly] protected,” says Tim Searle, chairman of the Dubai-based wealth management firm Globaleye. Searle is addressing one of the topics he feels most passionate about, as a financial …

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International Investment

Australia’s Atlas Wealth to establish Singapore outpost

Australia’s Atlas Wealth to establish Singapore outpost   Australia’s Atlas Wealth to establish Singapore outpost – Atlas Wealth Management, a Queensland, Australia-based advisory business which specialises in looking after Aussie expats long-distance, is formally expanding into Singapore, with the hiring of Jarrad Brown to look after clients there as a specialist financial planner. Brown, who is …

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International Investment

Reaching out to the Aussie diaspora: Part 1

Reaching out to the Aussie diaspora: Part 1   Reaching out to the Aussie diaspora: Part 1 – There may be, as is estimated, a million Australians living overseas. But as yet, there are few specialist financial advisers to serve them, industry experts say. Despite their rarity, International Investment managed to track down three such Aussie …

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