1. atlaswealth.com.au

2. Global horizons
Atlas Wealth Management Whether you are based in Asia, the
Middle East or further afield, we have the
experience in providing financial services to
We understand that your requirements
are more sophisticated than that of an
average investor which is why we focus on
is a specialist in providing the expatriate community.
Atlas Wealth Management was born out of
providing a specialised service. There are
a lot of peripheral issues that need to
be dealt with when you live overseas and
financial services to the demand from expatriates who wanted
a wealth manager they could trust back in
that is the reason why you need to deal
with someone who not only understands
Australia to look after their investments whilst
Australian expatriates. they went overseas to further their careers
and life experiences.
your situation but has the experience in
providing advice to investors who are in the
same situation.
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3. Tailored solutions
Australian shares // International shares // Portfolio Management // Model Portfolios // Superannuation // Fixed Income // Financial Planning // Margin Lending // Accounting
Atlas Wealth Management understands that Australian Shares International Shares Portfolio Management
when it comes to managing your wealth, one size At Atlas Wealth Management we
provide our clients with the ability to
Atlas Wealth Management is able As a portfolio manager for expatriates, We do not believe in simply placing
to offer clients access to over 80 Atlas Wealth Management understands your investments in a generic
does not fit all. In order to provide you with the trade in all listed Australian companies. international markets and enables you the importance of ensuring that the managed fund because this will not
With the Australian economy now to trade stocks, options, bonds and savings that you have built up in achieve the level of personalisation
best service, it is imperative that you have access ranking as the 14th largest in the world foreign exchange. your investment and superannuation or potential that each client deserves.
to all asset classes and product types so that a (based on GDP) and the 4th largest in
the Asia Pacific region, international Some of these markets include:
accounts not only needs to be When you sit down with an Atlas
preserved but grown as well. Wealth Management adviser, not only
tailored solution can be designed. We are able to investors see the Australian equity • New York Stock Exchange will they learn about your personal
market as a viable alternative due to the To achieve the aim of preserving and circumstances but they will tailor a
offer advice, dealing and access to the following world class companies that are listed on • London Stock Exchange growing your wealth, we gather our portfolio that is suitable for you. All
research from a number of Australia’s
products and services: the index. • Hong Kong Stock Exchange
and the world’s leading stockbroking
depending on what your goals are there
are a number of different investments
The Australian Stock Exchange is the • Tokyo Stock Exchange and research companies. The reason which may be incorporated into your
8th largest in the world (based on the we do this is to ensure that the
Products and services available free-float market capitalisation), with
• Singapore Stock Exchange
advice we are basing our investment
portfolio, including equities, derivatives
and fixed interest securities.
a market capitalisation of A$1.3 trillion decisions on is not biased by one
Australian shares These services are provided
and average daily secondary trading of company’s relationship to an analyst
by industry associates
International shares over A$5 billion. or a company’s relationship with an
Superannuation investment bank. By filtering the
Portfolio Management
Financial Planning research we are able to get a concise
Model Portfolios view of what the markets opinions
Accounting
Margin Lending are and then decipher what the most
Fixed Income pertinent research is.
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4. The Atlas
Private Portfolio
Account
The Atlas Wealth Management Private Portfolio Account is our premium
service which offers clients the ability to select a style of portfolio that suits
your individual circumstances. This could be a balanced, income or growth
style portfolio or a mixture of these portfolios. The account is managed on
your behalf by a portfolio manager with strict compliance to the style chosen
being maintained.
Future focused
The benefit of this account is that even though you are based overseas,
you have the peace of mind knowing that your investments are being monitored
and managed on a daily basis. This enables you to focus on the other aspects of
your life, such as family, career and lifestyle.
With the Private Portfolio Account you always maintain:
Transparency – at any time of the day or week you are able to login and view
your portfolio.
Ownership – you retain all the benefits of owning direct shares. These include
portability, dividends and tax credits.
Individuality – one of the reasons this account is superior to a managed fund is that
when you invest your funds, the cost basis that is created is your own unlike in a
managed fund where you inherit the pooled cost basis, potentially exposing you to a
number of negative tax events.
Superannuation Financial Planning Accounting
Whilst superannuation can be a very
effective form of saving for Australians,
From time to time it is important to take
stock of what you have and where you
When deciding to move overseas, there
are a multitude of decisions to make Frequently Asked Questions
the considerations that an expatriate want to go. This is where a financial when it comes to your tax status. Do
needs to take are very different from plan can come into play. Atlas Wealth you qualify or elect to be a non-resident How do I become a client? you have, we recommend sitting down What happens when I repatriate
that of an average superannuation Management works with specialists who for tax purposes or would you still be There are a number of ways you for a complimentary meeting to discuss back to Australia?
investor in Australia. This is one of the provide financial plans to expatriates classified as a resident even though you can become a client of Atlas Wealth your personal circumstances. We have many clients who come
main reasons why you need to deal with are working overseas? Management. You can either: How secure are my investments? back to Australia to either continue
There are a number of events that provide
a specialist when it comes to managing Atlas Wealth Management only works working or to retire. They still utilise the
a good opportunity to arrange for a Often when expatriates relocate overseas • Contact our office to find out
your superannuation when you with Australia’s leading financial services of Atlas Wealth Management
financial plan to be conducted. These can their tax status is the last thing on their when an adviser will be available
are offshore. services companies. These companies because they still require someone
include: mind and this is one of the reasons you to meet in person; or
pride themselves on maintaining their to manage their wealth. As we have
The Australian superannuation system Change of financial circumstances. cannot afford to obtain advice that is not • A meeting to be conducted over managed your investments over a
provides a very effective form of Examples of this can include: appropriate or incorrect. Atlas Wealth integrity and are subject to some of the
the phone; or number of years, we are usually in the
retirement planning and, used correctly, Management works with some of the world’s toughest financial regulations.
• A change in career or position in the • We can arrange to meet when best position to provide ongoing advice
can ensure that when it comes time to work force best expatriate tax accountants in the By investing in Australian securities because no one understands your
you’re next in Australia. You are
retire you have a portfolio that provides country to ensure that not only is the you will always have the peace of position better than we do.
• Sale of a business or other investments welcome to visit our office or
for you and your family well into your information that you receive appropriate mind knowing you’re account is being
• An inheritance we are more than happy to
later years. It is important to have the but also up to date. operated under the jurisdiction of
Change of personal circumstances come to you.
peace of mind knowing that what you are the Australian Securities Investment
achieving now will assist you in obtaining Examples of this can include: In order to correctly understand your Commission (ASIC).
a self sufficient retirement in the future. • Moving from Australia to work overseas financial position and the requirements
• Leaving a job overseas to return to work
or retire in Australia
• Marriage or divorce
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5. Head office Regional office
A Suite 2503, Level 5, Tower 2, 5 Lawson Street, A 3/F Silver Tower No. 85 Tao Yuan Road,
Southport QLD 4215 Australia Luwan District, Shanghai 200021 PRC China
PO Box 1117, Southport BC QLD 4215 Australia (By appointment only)
P +61 7 5665 3622 P +86 21 6157 7501
F +61 7 5665 3699 F +86 21 6157 7333
E info@atlaswealth.com.au E info@atlaswealth.com.au www.atlaswealth.com.au
ABN 98 152 187 098
Corporate Authorised Representative of Gamma Wealth Management AFSL 334 040