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Superannuation

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 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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superannuation australian expat

Expat Chat Ep 67 – Superannuation Considerations for Australian Expats

Expat Chat Episode 67 – Super Considersations for Australian Expats Welcome to the sixty seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the key considersations an Australian expat must make when managing their superannuation as a expat. Unless …

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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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retirement expat

Retirement Saving Strategies for Expats

Retirement Saving Strategies for Expats – Are you saving at least 10.5% of your income for retirement as an Australian Expat? When an Australian expat relocates overseas for an employment opportunity, they are usually contracted by an international organization which has no obligation to make the otherwise mandated super guarantee (SG) contributions to their superannuation account. …

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Australia retire overseas

Expat Chat Ep 59 – Considersations For Australians Retiring Overseas

Expat Chat Episode 59 – Considersations For Australians Retiring Overseas Welcome to the fifty ninth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss the key considersations that either a Australian resident or Australian expat need to know if they’re considering to chose …

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contribution australian expat

Can A Downsizer Contribution Strategy Assist Australian Expats?

Can A Downsizer Contribution Strategy Assist Australian Expats? – Returning to Australia and looking to play catch up on your super balance? Here’s what you need to know about the Downsizer Contribution strategy.   What is a Downsizer Contribution & How Can Australian Expats Benefit?   The downsizer contribution allows individuals who meet certain eligibility …

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US retirement account australian expat

Expat Chat Ep 57 – US Retirement Accounts For Australian Expats

Expat Chat Episode 57 – US Retirement Accounts For Australian Expats Welcome to the fifty seventh episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the key issues surrounding US retirement accounts that Australian expats who move to the US need to …

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retirement australian expat

Living Rich in Retirement – A Guide for Australian Expats Over 50

Living Rich in Retirement – A Guide for Australian Expats Over 50 – How do you set yourself up for a rich life in retirement? The answer depends upon what you consider rich to be.  For many Australian expats a rich life is the freedom to travel and explore without having to go to work …

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moving overseas expat

Moving Overseas? Can You Answer These 5 Expat Questions?

Moving Overseas? Can You Answer These 5 Questions? – it is a exciting time moving overseas and becoming an expat however too many people board the plane without understanding how moving overseas and becoming an Australian expat will affect their finances. Don’t leave Australia to work overseas before you are able to answer these 5 …

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