AustCham Beijing – Expat Superannuation Masterclass & Australian Federal Budget Update

austcham beijing

Time: 6:30 PM
Date: 28/05/2015
Venue: Servcorp, China Central Place
Address: Level 24, Tower 3 China Central Place,
77 Jianguo Road, Chaoyang District
Beijing
中国北京市朝阳区建国路77号 华贸中心写字楼3座24层
Member Price: 50 RMB
Non-Member Price: 100 RMB

 

The Must Do’s For Expats With Super and How Can You Ensure Your Insurance Inside Super is Valid

Join us for an insightful talk by Brett Evans, Managing Director of Atlas Wealth Management and Kris Martin, Risk Insurance Specialist as they cover the following issues:

  • 2015 Federal Budget Update
  • What are the traps that expats fall into when managing their super?
  • How do the recent legislative changes affect the way that expats manage their super?
  • Is the insurance currently provided by your super fund valid as an expat?
  • What options are available to expats when it comes to the different types of insurance policies?

Biography:

Brett Evans, Managing Director, Atlas Wealth Management
Brett, who was recently featured by the Australia Network, has over 16 years of experience in the finance and investment industry, and has also been featured by the BBC and Financial Standard. He has worked for international blue chip companies which include HSBC, Citigroup, and The Australian Stock Exchange and has an in-depth knowledge of expatriate financial topics and first became an expat himself at 6 months of age. Since then he has lived on three different continents and currently looks after superannuation and investments for expats spread across 4 continents.

Atlas Wealth Management is a specialist in providing financial advice and wealth management services to Australian expatriates. It was the first Australian financial services firm to specialise in managing Australian expats and advising them with respect to their the superannuation and investments.

Kris Martin, Risk Insurance Specialist

Kris, as a Fellow Chartered Financial Practitioner, specialises in risk insurance for Atlas Wealth Management’s clients. With over 15 years of experience Kris has been able to ensure that Australian expats the world over have the cover they need to ensure that they have the appropriate protection regardless of the country they live in. From the most simple to most complex of Life, Total Permanent Disability, Trauma or Income Protection policies Kris has ensured that Atlas’ clients obtain the appropriate cover.

RSVP: events@austcham.org

 

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.