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Expat Chat Episode 96 – US Retirement Accounts With A US 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.

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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financial australian expats

Importance of a Dedicated Financial Team for Australian Expats

The Importance of a Dedicated Financial Team for Australian Expats – As Australian expats navigate the financial intricacies of another country, the importance of having a reliable team consisting of accountants, financial planners, and mortgage brokers becomes paramount. This team not only eases their transition but also maximizes their financial potential during their time abroad. Navigating …

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Australians moving Saudi Arabia

Top 10 Tips for Australians Moving to the Kingdom of Saudi Arabia

Top 10 Tips for Australian Expats Moving to the Kingdom of Saudi Arabia – Moving from Australia to the Kingdom of Saudi Arabia (KSA) can be a significant cultural and lifestyle shift. Whether you’re relocating for work, adventure, or any other reason, adjusting to life in KSA can be both an exciting and challenging experience. To …

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australian expats retiring france

Australian Expats Retiring in France with a Superannuation

Tax Considerations for Australian Expats Retiring in France with Australian Superannuation Allocated Pensions – When Australian expats are retiring and deciding to hang up their boots in France, either in the picturesque countryside or by the bustling streets of Paris, they are often left with a maze of tax considerations to navigate. One of the primary …

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expat superannuation shares australia

Expat’s Guide to Superannuation vs Direct Shares in Australia

Expat’s Guide to Superannuation vs. Direct Shares in Australia – As Australian expats, diving into work and embracing the expat lifestyle in a post-COVID-19 era, it becomes crucial to grasp the nuances of financial options available for wealth growth. Especially for those of us eyeing a potential return to the Australian shores, it’s imperative to align …

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australian expat super overseas

Can Australian Expats Take Their Super When Moving Overseas?

Can Australian Expats Take Their Super When Moving Overseas? – When Australian expats decide to move overseas for work, retirement, or other reasons, one of the primary financial questions that arise is about their super – specifically, whether they can take it with them. Superannuation is Australia’s mandatory retirement savings system, and over the course …

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Relocation australian expat dubai

Top 10 Relocation Tips for an Australian Expat Moving to Dubai

Top 10 Relocation Tips for an Australian Expat Moving to Dubai – Relocating to another country is an exhilarating experience, and when that country is as diverse and culturally rich as Dubai, there’s a lot to be excited about. However, to ensure a smooth transition, it’s essential to be well-prepared. Here are the top 10 relocation …

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whole of life bond

The Problem with Investing in a Whole of Life Bond for Australian Expats

The Problem with Investing in a Whole of Life Bond for Australian Expats – When living abroad, financial management becomes paramount, especially when considering long-term investments. Among the array of investment vehicles available, whole of life bonds often emerge as an option. But for Australian expats, there are various concerns to consider before diving into these investment …

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tax residency expats

Tax Residency Rule Changes Are Back On for Expats?

Tax Residency Rule Changes Are Back On for Expats? – after there was no mention of the proposed changes to the tax residency rules in the recent Federal Budget the market intepreted this as the changes were to be put on the back burner especially after the Australian Taxation Office released their updated Tax Ruling …

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