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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.

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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Investment US Australian Expat

Expat Chat Episode 58 – Investment Considerations For US Based Australian Expats

Expat Chat Episode 58 – Investment Considerations For US Based Australian Expats Welcome to the fifty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we continue our theme of financial considerations that US based Australian expats need to consider and talk about investment …

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health cover australian expats

Lifetime Health Cover Loading – Pitfalls for Returning Australian Expats

Lifetime Health Cover (LHC) Loading – The Pitfalls for Returning Australian Expats – Most Australian expats would be aware that after turning 30 years old, there is a government initiative in effect which commenced on 1 July 2000 to motivate you into taking out private health insurance cover. This initiative is known as Lifetime Health …

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US retirement account australian expat

Expat Chat Episode 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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debt management expat

Why Debt Management is Important for Australian Expats

Why Debt Management is Important for Australian Expats – Most Australian expat investors (property investors in particular) understand the importance of using debt in leveraging returns, but we frequently see negative consequences caused by the lack of management and review of these facilities. Debt is the biggest double-edged sword that most investors have to deal …

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tax australian expat Singapore

Expat Chat Ep 52 – Exit Taxes For Australian Expats In Singapore

Expat Chat Ep 52 – Exit Taxes For Australian Expats In Singapore Welcome to the fifty second episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about Singapore’s exit tax that is affecting Australian expats when they leave the country with company shares …

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