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The Importance of an Australian Expat Working with a Specialised Financial Planner

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.

australian expat financial planner

The Importance of an Australian Expat Working with a Specialised Financial Planner

The Importance of an Australian Expat Working with a Specialised Financial Planner – As Australian expats venture out globally, their financial landscapes drastically shift. These changes, while exciting, can also lead to complexity and unforeseen challenges. To navigate this intricate web, it is pivotal for Australian expats to consult with a specialised financial planner. Here’s why: …

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medicare Australian overseas

Medicare for Australian Citizens Living and Working Overseas

Medicare for Australian Citizens Living and Working Overseas – Medicare is the universal healthcare system in Australia, providing access to a wide range of medical and hospital services. But what happens when an Australian citizen moves abroad to live and work? Can they still avail of Medicare benefits upon their return or during short visits? …

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property overseas australian expat

Buying Property Overseas as an Australian Expat

Buying Property Overseas as an Australian Expat: The 5-7 Year Rule – As the world becomes increasingly globalized, the dream of owning property overseas has never been more attainable. For many Australian expatriates, the allure of purchasing a house or apartment in a foreign country is tempting. However, while this might seem like a thrilling adventure …

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australian expat retirement

Expat Chat Episode 98 – When Should An Expat Plan For Retirement

Expat Chat Episode 98 – When Should An Australian Expat Plan For Retirement Welcome to the ninety eighth 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 when should a Australian expat start planning for retirement. When Australians move overseas …

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Moving to Saudi Arabia

Getting Documents Attested in Australia When Moving to Saudi Arabia

Getting Documents Attested in Australia When Moving to Saudi Arabia –  Moving from one country to another often necessitates a maze of paperwork and formalities, especially when the move involves two nations with distinct legal and administrative systems. When an individual from Australia is moving to Saudi Arabia, one crucial step is the attestation of …

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retiring UK australian superannuation

Australian Expats Retiring in the UK and Drawing Income from Australian Superannuation

Australian Expats Retiring in the UK and Drawing Income from Australian Superannuation – Retiring overseas is a dream for many Australians, and the UK, with its rich history and close ties to Australia, is a popular choice. However, retiring in a foreign country comes with its own set of financial complexities, especially concerning tax obligations. For …

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emirates airline provident fund

Emirates Airline Employees Repatriating to Australia with a Provident Fund: A Focus on Section 99B

Tax Implications of Repatriating to Australia for Emirates Airline Employees with a Provident Fund: A Focus on Section 99B – For many Australians working overseas, the idea of repatriating can be a source of both excitement and stress. One of the key stressors is understanding and navigating the tax implications of returning home, especially when certain …

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australian moving overseas

Top 10 Things an Australian Needs to Do When Moving Overseas

Top 10 Things an Australian Needs to Do When Moving Overseas Permanently – Relocating overseas from Australia is a significant move, filled with excitement, challenges, and a seemingly endless to-do list. To help ensure a smooth transition, here are the top 10 things Australians should keep in mind when making the leap to live abroad permanently. …

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retiring overseas super

Expat Chat Episode 97 – Retiring Overseas And Accessing Your Super

Expat Chat Episode 97 – Retiring Overseas And Accessing Your Super Welcome to the ninety 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 what Australian expats need to consider when they are looking to retire overseas and draw …

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expat financial planner

Expat Chat Episode 96 – US Retirement Accounts With A US Financial Planner

Expat Chat Episode 96 – US Retirement Accounts With A US Financial Planner Welcome to the ninety sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we have a guest on from Cross Border Financial Planning USA. Edward Cole talks about a general overview of …

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