News Archives

Australian Housing and Lending Landscape Webinar for Australian Expats

News, Property, Webinars / By James Ridley

Australian Housing and Lending Landscape Webinar for Australian Expats – Securing housing finance can be challenging at the best of times, throw in your Australian expat status, overseas income streams and a post royal commission environment, not to mention the impacts of Covid-19, rising interest rates and the situation gets decidedly more complex. No longer …

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Are You Overwhelmed When Managing Your Assets As An Expat?

Financial Planning, News, Superannuation / By Brett Evans

Are You Overwhelmed When Managing Your Assets As An Expat? – We see a lot of clients who are returning to Australia with no financial payoff for their time spent overseas. It is hard enough managing your finances when you are living in Australia but when you add the complexity of living overseas as an Australian …

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Does an Australian expat know they’re a non-resident for Tax purposes?

Financial Planning, Investing, News, Property, Superannuation, Tax / By Brett Evans

How does an Australian expat know they’re a non-resident for Tax purposes? – the topic of whether a Australian expat is a non-resident for tax purposes is probably the most commonly discussed subjects amongst the diaspora overseas. You might be surprised that the Australian Taxation Office (ATO) will not assess someone’s residency circumstances in the …

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Obligations & Opportunities for Australian Expats with Student Debt

Financial Planning, News / By Mitchell Kelsey

Obligations & Opportunities for Australian Expats with Student Debt – Each year we see an increasing number of Australian professionals with a tertiary education, such as a bachelor’s degree, move overseas due to the allure of greater business and employment opportunities, that may not be available locally. Most Australian expats would be aware by now, that …

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2022 Australian Federal Budget & Tax Residency Update

Financial Planning, News, Seminar, Tax, Webinars / By Brett Evans

2022 Australian Federal Budget & Tax Residency Update – The Australian Federal Budget will be delivered early this year on Tuesday the 29th of March. With the Australian economy grappling with the fallout from the pandemic this years budget will be all about repairing the economy and winning the election which will be held in …

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Difference Between TAP and Non-TAP Assets & Why Expats Should Care

Financial Planning, Investing, News, Property, Tax / By Brett Evans

Difference Between TAP and Non-TAP Assets & Why Expats Should Care – when you live and manage your assets as a Australian resident most assets are treated the same however when you jump on a plane and become a Australian expat that’s where things become very different. In this article we explain the difference between …

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Tax Treatment of Superannuation for US Based Expats

Financial Planning, News, Superannuation, Tax / By Mitchell Kelsey

Tax Treatment of Superannuation for US Based Expats – the topic of how Australian expats living in the US manage and declare their Australian superannuation to the IRS causes a lot of confusion and we meet Australian expats on a daily basis who are still either ignoring their obligations or treating their superannuation accounts incorrectly. …

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50 Most Influential Financial Advisers in Australia

Financial Planning, Investing, News, Superannuation / By Atlas Wealth

50 Most Influential Financial Advisers in Australia – Atlas Wealth Management is proud to announce that both of our directors have been selected in the 2021 Financial Standard Power 50 list of Most Influential Advisers in Australia. This list is made up of the 50 most influential financial advisers in the country according to the …

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Atlas Wins Award For Advice & Service to Australian Expats

Financial Planning, Investing, News, Property, Superannuation, Tax / By Atlas Wealth

Atlas Wins Award For Advice & Service to Australian Expats – Atlas Wealth Management is proud to announce that we won our category in the recent International Investment Awards for 2021. Atlas Wealth Management was nominated in the Excellence in Client Service (By Region) category and was up against some of the leading financial advice providers …

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What Are Franking Credits & How Do They Benefit Australian Expats?

Financial Planning, Investing, News / By Brett Evans

What Are Franking Credits & How Do They Benefit Australian Expats? – franking credits can be a key asset in a investors portfolio but how do they benefit Australian expats? In this article we run through what is a franking credit and why Australian expats should pay more attention to them. What are franked …

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