Managing Your Finances as an Australian in the United States - Part 1

Managing your finances is hard enough as it is. When you add in another country with different tax rules and currency, the intricacies of overseas income, and the ever-evolving global economic landscape, scaling your investments and navigating the tax efficiencies can feel nearly impossible to navigate. Let our panel of seasoned experts guide you on your journey. WHO IT'S FOR: Australian expats living in the United States or US citizens living in Australia who: • Are overwhelmed by the complexities of information returns, tax returns and constant reporting requirements • Continuously get stuck when trying to determine how to invest without being subject to punitive tax measures WHAT WE'LL COVER: • A deep dive into tax implications and benefits for expats when leaving Australia • Essential tax planning strategies and concessions that can maximize your returns and safeguard your investments • How the US treats and taxes Australian assets, Superannuation, PFICs, and trusts • Absolute need-to-knows when navigating the US tax environment YOUR HOSTS:: JAMES RIDLEY, Managing Director (APAC) of Atlas Wealth Management JASON STOCH, Managing Director of Uptrend Advisory In the dynamic world of cross-border planning, understanding the intricacies of taxation at different points of your journey, especially as an expat, is crucial. Mistakes can be costly, but with the right knowledge and strategy, the sky's the limit! Atlas Wealth Management is a specialist in providing financial planning to Australian expatriates. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community. Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser they could trust back in Australia to look after their investments whilst they went overseas to further their careers and life experiences. To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com/ Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt