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What An Australian Expat Needs to Consider With A Green Card

James Ridley

James is the Managing Director for the Asia Pacific region and is an experienced financial planner who brings a multitude of skills and experience to the table when it comes to providing Australian expat financial advice. After completing university, James was an accountant for four years at which point he then moved into the financial services sector and became a financial planner. Combining his accounting skills with financial advice, James has advised individuals, families, and Self Managed Super Fund clients in the areas of retirement planning, debt reduction, cash flow management and portfolio management. James holds a Bachelor of Commerce with an accounting major, Bachelor of Business with a marketing major, Advanced Diploma of Financial Planning and is currently completing his Masters of Financial Planning.

Australian Expats With Trusts

How Does The Recent ATO News Affect Australian Expats With Trusts?

How Does The Recent ATO News Affect Australian Expats With Trusts – In the news last week two recent ATO tax determinations may affect Australian expats with Trusts, and specifically around non-resident beneficiaries of these discretionary trusts.   What Is A Discretionary Trust?   Firstly, in order to understand the recent determination lets do a …

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Australian expat tax

Win For Australian Expat Tax As High Court Refuses ATO Appeal

Win For Australian Expat Tax As High Court Refuses ATO Appeal – in what has been one of the most significant court cases for Australian expats, the Harding vs Commission of Taxation (ATO) case highlights the rapidly changing demographic of how Australian expats live, work and play. As we reported earlier this year the Full …

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global mobility awards

Atlas Wealth Highly Commended in Global Mobility Awards

Atlas Wealth Highly Commended in Global Mobility Awards – At this month’s Forum for Expatriate Management’s APAC EMMA’s global mobility awards in Singapore Atlas Wealth Management was Highly Commended by the judges for the financial advice that we provide to Australian expats in over 28 countries. Nominated as finalist in the Banking, Tax or Financial …

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Age Pension for Australian Expats

Centrelink Age Pension for Australian Expats – Am I Eligible?

Navigating the Department of Human Services (Centrelink) legislation and rules regarding the Age Pension can be complex enough for Australian residents, let alone Australian Expats. In this article we aim to break down the complexity surrounding Age Pension eligibility to help provide guidance for Australians expats looking to claim in the future.   Eligibility for …

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Changes Still Afoot With Main Residence Exemption for Australian Expats

Changes Still Afoot With Main Residence Exemption for Australian Expats – Australian expats around the globe let out a sigh of relief when the Treasury Laws Amendment (reducing Pressure on Housing Affordability Measures no.2) Bill 2018 had lapsed on 1 July 2019. Unfortunately, this period of resting easy has also lapsed as recent comments from the …

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