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Retirement Saving Strategies for Expats

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.

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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dividend australian expat

Expat Chat Ep 61 – How Are Dividends Treated For Australian Expats?

Expat Chat Episode 61 – How Are Dividends Treated For Australian Expats? Welcome to the sixty first episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss how dividends are treated for those Australian expats who receive them as a non-resident for tax purposes. …

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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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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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