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Showing 1 - 10 of 23 results for "Expats"

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... Wealth Management's Brett Evans is a force for good in the industry, particularly when it comes to financial advice for expats. Elsewhere, this marks the eighth time Verante Financial Planning's Liam Shorte has been on the list, while both Evalesco ...

Blacktower launches in Australia

JAMIE WILLIAMSON  |  MONDAY, 28 MAR 2022
... Sydney's Martin Place as the office's location. The firm plans to offer a full suite of holistic financial solutions to both expats and residents, it said. "We knew there was a real opportunity for the group in Australia and we were keen to set up operations ...

UK advice firm enters Australia

JAMIE WILLIAMSON  |  WEDNESDAY, 23 MAR 2022
A UK advice firm has expanded into Australia, targeting British expats. Skybound Wealth Management has entered the local advice market, looking to capitalise on the growing need for cross-border financial planning. In a statement, the firm said: "We ...

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
... inspired me to launch the GFP Institute was the total lack of any organisation, website or book dedicated to helping Aussie expats figure out how to manage their global financial lives," he added. Murphy co-founded GFPI with Matt Goren, who is the director ...

Atlas Wealth launches mortgage brokerage

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
... expat himself who was based over in New York for a number of years. We love knowing that he understands the difficulties expats can face when obtaining a mortgage or refinancing," APAC managing director James Ridley said. In launching the new venture ...

ERS emerges as tax loophole for expats

ALLY SELBY  |  FRIDAY, 29 MAY 2020
The government's early release scheme has opened up a handy loophole for expats living in Australia, helping them withdraw their super balances tax-free. Normally, temporary Australian residents would face a 35% tax on the taxable component of their ...

Expats sweat as main residence CGT cut-off looms

ALLY SELBY  |  THURSDAY, 28 MAY 2020
Already facing a rapidly approaching deadline signaling the end of exemptions from capital gains tax, expats now face further challenges in selling their former family homes, with only COVID-19 to blame. Atlas Wealth Management managing director James ...

Advice firm expands to Dubai

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUL 2019
A financial advice firm catering to Australian expats is set to establish a new office in Dubai. Atlas Wealth Management will open a new office in Dubai, located in the Dubai International Finance Centre. The goal of the expansion is for Atlas to provide ...

Praemium revenues inching towards $50m mark

KANIKA SOOD  |  MONDAY, 13 AUG 2018
... self-invested personal pension business by acquiring books of businesses. It also sees an opportunity in helping the 400,000 Aussie expats working in UK transfer their UK pensions to back home. Healthy balance sheet Praemium's balance sheet holds $12.1 ...

Weighing the lucrative expat lifestyle

JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
Despite increased complexity in managing their finances, Australian expats are finding themselves with more disposable income and greater savings than ever before. According to a survey conducted by privately-owned wealth management firm Atlas Wealth ...
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