Media Archives

Australia unveils standards bill on degree-qualified advisers

Leave a Comment / Media / By Brett Evans

Australia unveils standards bill on degree-qualified advisers Australia has introduced a new professional standards legislation that will require financial advisers to be degree-qualified. In a statement on Wednesday, financial services minister Kelly O’Dwyer, confirmed that the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 has been introduced into parliament. Under the new …

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24 HOURS: A day in the life of Atlas Wealth Management

Leave a Comment / Media / By Brett Evans

24 HOURS: A day in the life of Atlas Wealth Management 24 hours: A day in the life of Atlas Wealth Management. In the depths of the global financial crisis, Brett Evans decided there was a better way to do financial planning than the way he was doing it. In March, 2009 – …

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What to consider financially before becoming an expat

Leave a Comment / Media / By Brett Evans

What to consider financially before becoming an expat 27/10/2016 – The allure of a life overseas is becoming more popular with Australians, but too often people board the plane without taking the proper care and attention when it comes to their financial circumstances. Usually the key items that prospective expats consider include where they …

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Australian expats in the US could face taxes on super accounts

Leave a Comment / Media / By Brett Evans

Australian expats could face US tax on Australian superannuation 25/10/2016 – Australian expats living in the United States could face US tax on Australian superannuation, following changes to the Internal Revenue Service’s (IRS) reporting requirements for such schemes. In June last year, the US tax authorities released a redacted letter classifying superannuation, Australia’s state-backed pension savings arrangement, …

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Australia scraps A$500k lifetime superannuation cap

Leave a Comment / Media / By Brett Evans

Australia scraps A$500k lifetime superannuation cap Australia scraps A$500k lifetime superannuation cap – The Australian government has scrapped plans to introduce a controversial A$500,000 (£286,598, $383,675, €341,174) lifetime superannuation cap curbing the amount people can save into their pensions. Treasurer Scott Morrison confirmed the U-turn on the proposed limit, which would have applied to after …

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SMSF Trustees Moving Overseas – Can I take my SMSF overseas with me?

Leave a Comment / Media / By Brett Evans

SMSF Trustees Moving Overseas – Can I take my SMSF overseas with me? Are you a SMSF trustee moving overseas and have asked the question “can I take my SMSF overseas with me?”. SMSFs are becoming increasingly prevalent and make up about one-third of Australia’s A$2.04 trillion superannuation system. But can you take yours overseas …

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Crisis, what crisis? This adviser has seen them all

Leave a Comment / Media / By Brett Evans

Crisis, what crisis? This adviser has seen them all You don’t spend almost 20 years in stockbroking and investments without riding a few waves. And Brett Evans has crested over a handful of financial milestones, including the Asian financial crisis, the Russian ruble crisis, the tech boom, the tech bust, the global financial …

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Winners announced in ifa Excellence Awards 2016

Leave a Comment / Media / By Brett Evans

Winners announced in ifa Excellence Awards 2016 The winners in the third annual ifa Excellence Awards 2016 have been announced, including some of the industry’s most well-known and respected advisers and businesses. An industry-first, the ifa Excellence Awards 2016 is the only awards program dedicated exclusively to independent and non-aligned financial advisers. Adele …

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You came, you studied, you borrowed. Now what?

Leave a Comment / Media / By Brett Evans

You came, you studied, you borrowed. Now what? You came, you studied, you borrowed. Now what? It used to be that the US took the spotlight when it came to the burden of student loans. But in recent years, other countries have made changes to their university loan systems — or methods of …

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Disruptive technologies make the expat world a smaller place

Leave a Comment / Media / By Brett Evans

Disruptive technologies make the expat world a smaller place Atlas Wealth Management has made innovative use of disruptive technologies such as social media to ‘make the world a smaller place’ for an expat client base that spans more than 18 countries. “Our business could not have existed five and certainly not 10 years …

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