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Aussie Expats in The US – IRA Case In Australia Clarifies Options

Brett Evans

Brett Evans is the Managing Director for the Europe, Middle East and African region (EMEA) and a Financial Planner with Atlas Wealth Management. With over 20 years of experience in the finance and investments industry, Brett has worked for blue chip companies which include the Australian Stock Exchange (ASX), HSBC, Suncorp and Citi Smith Barney. Brett holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning, a Professional Diploma in Stockbroking and has completed coursework at the New York Institute of Finance. He was voted as one of the 50 most influential advisers in Australia for 2013, 2014, 2015, 2017, 2018, 2019 & 2020 as part of the Financial Standard’s Power 50 list.

How Are 401k Withdrawals Taxed for Australian Expats

Aussie Expats in The US – IRA Case In Australia Clarifies Options

Aussie Expats in The US – IRA Case In Australia Clarifies Options   With over 200,000 Australians living in the United States we have seen a large increase in enquiries from Australian expats about whether you can transfer a IRA to a Super account as a concessional contribution? In the US expats can hold a …

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foreign accumulation fund

Aussie Expats = Low Hanging Fruit?

  We have recently received a number of enquiries from Aussie expats in Asia that offshore advisers have be ramping up the sales pitch on the viability of investing in Insurance Bonds, otherwise known as Investment-Linked Assurance Schemes (ILAS), and their suitability for non-resident Australians. Offshore advisers have treated Australian expatriates as low hanging fruit …

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return to australia

Aussie Expats – Be Careful When Returning To Australia

Aussie Expats – Be Careful When Returning to Australia   Last month there was a case before the Administrative Appeals Tribunal between the Australian Taxation Office and an Australian expat over his status as a resident for tax purposes which highlights why aussie expats need to be careful when returning to Australia. I’m not going …

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Compliant financial advice

AustCham Shanghai Seminar – Expat Superannuation Masterclass & Australian Federal Budget Update

AustCham Shanghai Workshop – Expat Superannuation Masterclass & Australian Federal Budget Update   AustCham Shanghai and Platinum Sponsor Atlas Wealth Management will be hosting an education workshop to provide Australian expats with a expat superannuation masterclass. Topics that will be discussed include: • 2015 Federal Budget Update • What are the traps that expats fall …

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AustCham Shanghai

AustCham Beijing – Expat Superannuation Masterclass & Australian Federal Budget Update

  AustCham Beijing Workshop – Expat Superannuation Masterclass   Atlas Wealth Management will be hosting an education workshop to provide Australian expats with an update at the AustCham Beijing Workshop – expat superannuation masterclass. Join us for an insightful talk by Brett Evans, Managing Director of Atlas Wealth Management and Kris Martin, Risk Insurance Specialist as …

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Forbes

Retirement Income Passport: Retirement Portfolios From Around The World

  Retirement Income Passport: Retirement Portfolios From Around The World   Ever wonder what a retiree in Australia, Canada, Singapore, or other distant locations invests in? Curious as to how much they invest in US companies, or what financial advisors helping retirees in other countries see as some of the best, most underutilised opportunities? Join …

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expat superannuation

Super Changes And What It Means For Australian Expats

Super Changes And What It Means For Australian Expats   There has been a number of announcements made recently regarding superannuation so in today’s post we wanted to run through the super changes and what it means for Australian expats. Although the changes were legislated a while ago (June 1998), the increase in the preservation …

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Australian Expats With HELP HECS Debts

Government Increases Stance on Recovering HECS/HELP Debts from Aussie Expats

Government Increases Stance on Recovering HECS/HELP Debts from Aussie Expats   Government increases its stance on recovering HECS/HELP Debts from Aussie Expats. As part of the upcoming Federal Budget it has been announced by the Education Minister Christopher Pyne that from 2017 Aussie expats will be legally obligated to repay their HECS and HELP debts. …

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