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retirement new zealand

Transferring your Retirement Savings between Australia and New Zealand

Transferring your Retirement Savings between Australia and New Zealand – If you’re planning to move back across the Tasman Sea as a returning Australian expat from New Zealand, or, if you’ve spent time in Australia and returning to New Zealand, you may have thought about transferring your retirement savings from one country to the other. …

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atlas prestigous list

Atlas Directors Selected for Prestigious List

Atlas Directors Selected for Prestigious List – for the ninth year in a row Financial Standard has released their list of the 50 most influential advisers in Australia and Atlas Wealth Management is proud to announce that both of our directors, Brett Evans, Managing Director for the EMEA region and James Ridley, Managing Director for …

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expat briefing webinar

Australian Expat Briefing Webinar – Labor Budget, Tax Residency, Markets Update

Australian Expat Briefing Webinar – Labor Budget, Tax Residency, Property, Currency and Equity Markets Update – Treasurer Jim Chalmers will deliver a Federal Budget for the Albanese Labor Government on 25 October 2022. Currently the Australian economy is dealing with rapidly rising inflation and interest rates and this will be the Labor governments first budget since …

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UK ISA

What Should An Expat Do When Leaving The UK With A ISA Account?

What Should An Expat Do When Leaving The UK With A ISA Account? – Leaving the UK and unsure what to do with your ISA account? Here’s some important considerations to help. Australian Expats who have lived in the UK as residents for long enough would have likely opened an Individual Savings Account (ISA) at …

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Australian expat singapore

How Australian Expats Should Manage The Singapore Exit Tax

How Australian Expats Should Manage The Singapore Exit Tax – With more and more Australians moving to Singapore each year, it is very important to understand the local tax concessions and drawbacks when leaving as well. Often when we head abroad, we don’t often think too much about whether or not there is an exit …

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Queensland land tax

Queensland Government Scraps New Land Tax Changes

Queensland Government Scraps New Land Tax Changes – Back in July, we wrote about the new land tax changes in Queensland taking effect from 1 July 2023 that were set to significantly increase the land tax bills of Qld property owners with interstate land. Since the changes were announced in July, the Queensland government has received …

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Double Tax Agreements

Importance of Double Tax Agreements for Australian Expats

Importance of Double Tax Agreements for Australian Expats – With the prospect of new tax residency laws being introduced in Australia, we have put together a refresher article on what Double Tax Agreements (DTA) are, how they interact with Australia’s tax residency laws, and why they are important for Australian Expats. Note: The proposed new Australian …

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Advance Care Directive

Importance of Advance Care Directives for Australian Expats

Importance of Advance Care Directives for Australian Expats – A situation that is becoming increasingly more common is of Australians taking care of their older family members in ill health, and this includes Australian Expats living abroad. As the baby boomer generation (aged 55 to 74) enter the retirement stage, representing 21.5% of the Australian population, …

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