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Atlas Wealth Management - Australian Expat Financial Advisers

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Atlas Wealth Management - Australian Expat Financial Advisers

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Atlas Wealth Management was born out of the demand from Aussie expats who wanted a Australian financial adviser that they could trust

Atlas Wealth Management is a specialist in providing financial advice and planning to Australian expatriates. Whether you are based in Shanghai, Dubai or further afield, we have the experience in providing wealth management and financial planning services to the expatriate community. Atlas Wealth Management was born out of the demand from expatriates who wanted a certified independent financial adviser that they could trust back in Australia to look after their investments whilst they went overseas to further their careers and life experiences. We understand that your requirements are more sophisticated than that of an average investor which is why we focus on providing a specialised service. There are a lot of peripheral issues that need to be dealt with when you live overseas and that is the reason why you need to deal with someone who not only understands your situation but has the experience in providing advice to investors who are in the same situation. To find out more go to www.atlaswealth.com.au.

30/09/2026

🎧 Expat Mortgages, Episode 34 is here — Listener Q&A!
James & Jeremy tackle your questions on how foreign income gets assessed by Aussie lenders, borrowing through a company structure as an expat, and whether Atlas charges a broker fee.

Listen now — link in comments!

29/09/2026

Everyone assumes they know where Australians are moving overseas. Our data says otherwise.

We looked at 12 months of enquiries from Australians planning a move, and while one destination still leads by a wide margin, a recent dip had people calling it a turning point. The data tells a different story.

See which countries are really on the rise. 🌏

SF Aussies Australian Business Group Abu Dhabi Australian Business Council - Dubai

28/09/2026

📢WEBINAR: Dual Citizen, Double the Rules

Hold both an Australian and a US passport? You're managing two very different rulebooks for tax, investing, super, and reporting at the same time.

This isn't about leaving one country for the other. It's about the everyday decisions dual citizens face living across both systems: what's taxable where, How to build a diversified portfolio while avoiding PFICs, and staying compliant with FATCA and the IRS while building wealth.

Join James Ridley and Martin Jack from Atlas Wealth, with guest speaker Joshua Ashman (CEO, Expat Tax Professionals), for a practical look at what dual citizens need to get right...every year.

REGISTER NOW - Link in bio

24/09/2026

Most Australian expats have a will that's outdated, inadequate, or doesn't exist.
Moving overseas brings legal complexity people rarely deal with until it's a problem; foreign land tax surcharges, wills that don't hold up overseas, unprotected parental gifts.

What every expat should have sorted:
🏠 Property ownership rules and citizenship traps
📜 Joint tenants vs. tenants in common for estate planning
✍️ A proper international will and power of attorney
🤝 An enforceable binding financial agreement

Haven't reviewed these since moving overseas? Start here⬇️

23/09/2026

Fed hikes, banks react instantly, property keeps sliding. Is now the time to buy?

In the latest Expat Mortgages - Episode 33, James & Jeremy break down the Fed's latest rate move and its immediate flow-through to Aussie fixed rates, what to expect from the RBA on Sept 29, and why falling property values might actually be an opportunity for long-term investors.

⬇️ Listen now!
Part 2 (Listener Q&A) drops next week.

22/09/2026

Leaving Australia for good? Most people focus on the move itself and overlook the tax and financial admin that can cause problems years later. Our latest checklist covers the essentials, before you go: TFN, super, property, and residency⬇️

Australian Business Council - Dubai Australian Business Group Abu Dhabi SF Aussies

21/09/2026

Atlas Weekly Recap latest episode OUT NOW!
The Fed just hiked rates for the first time since 2023. Treasury yields briefly topped 5%. Markets swung hard, then clawed it all back.
We break it all down in this week's episode. Tune in ⬇️

19/09/2026

📢We're shortlisted for a 2026 EMMA Award!

Atlas Wealth Group has been shortlisted for Best Banking, Tax or Financial Services Provider of the Year at FEM's 2026 EMEA EMMAs, recognising the work we do supporting Australian expats with their financial lives, wherever they've landed.

Being shortlisted alongside some of the best names in global mobility is a huge honour, and a reflection of the trust our clients place in us every day.

The winners will be announced at the awards dinner on 15 October in London.

18/09/2026

Expat Chat, Episode 191
HSBC Australia is closing its accounts. So which banks still work for expats? Brett Evans and James Ridley tackle that and more in this week's Q&A:

- Transferring money home: fees, rates & timing
- Bought property as a non-resident, now selling after moving home? Here's what CGT catches
- Do the 2027 CGT changes hit shares and ETFs too?
- Should you unwind your discretionary trust before the rules shift?

Listen now!

17/09/2026

🇨🇦 Leaving Canada? There's a tax most people don't see coming.

When you stop being a Canadian tax resident, the CRA treats you as though you've sold most of what you own, even if you haven't. It's called the "departure tax," and it can mean an unexpected capital gains bill, plus a handful of forms and deadlines to manage.

The good news: with a bit of planning, it's completely manageable. Left too late, it's a headache.

We break down what's caught, what's exempt, and how to prepare before you go⬇️

Address

Suite 6B, Level 6, 50 Appel Street
Southport, QLD
4217

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+61755712602

Website

http://www.westendonsixth.com/

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