AustCham Shanghai Seminar – Expat Superannuation Masterclass & Australian Federal Budget Update

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Time: 6:30 PM
Date: 26/05/2015
Venue: Kakadu
Address: Shop 1104A, 8 Jianguo Middle Road
上海市建国中路8号1104A室
Member Price: 100 RMB
Non-Member Price: 150 RMB

 

Join us for an insightful talk by Brett Evans and Kris Martin 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?

Speakers:
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.

To register for this event please contact Holly Hong at holly.hong@austchamshanghai.com.

 

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.