Home Events - Australian Swiss Chamber of Commerce Cross-Border Retirement: Avoid the Mistakes – Zurich

Cross-Border Retirement: Avoid the Mistakes – Zurich

Name: Cross-Border Retirement: Avoid the Mistakes – Zurich
Start: 2026-05-07
End: 2026-05-07
Location: Turner & Townsend

Retirement Across Two Systems: What Australians in Switzerland Must Know

Join us for an insightful session on the key financial realities facing Australians living in Switzerland.

We will explore the most common blind spots—from why you may still be tied to the Australian tax system, to how the “in-between years” can lead to costly mistakes. We’ll also cover the basics of the Swiss retirement system, including the three pillars, and how retirement planning can become fragmented across countries.

This session will help you understand when and how to start thinking about retirement, so you can plan ahead with confidence.

Please note we are hosting the same event in both Zurich and Geneva.

Following the presentations and panel discussion, there will be an opportunity to network over a light apéro. We look forward to welcoming you!

Speakers:

Brett Evans is the Managing Director for the Europe, Middle East, and Africa (EMEA) region of Atlas Wealth Management , bringing over 20 years of expertise in finance and investments. He has had a distinguished career with top-tier firms and has lived in multiple countries, ultimately relocating to Dubai. His international experience, combined with his leadership role, provides him with a unique global perspective on finance and tax issues.

This event coincides with the release of The Expat’s Handbook – Wealth Strategies for Australians Living and Working Overseas, written by Brett. This highly anticipated guide draws on decades of experience advising Australian expats around the world. It delivers clear, practical insights to help you navigate the financial complexities of living and working overseas with confidence. Be sure to attend and receive a personalised copy!

Urs Klingelfuss is Legal Counsel and Executive Member of the Board at Dr. J. Bollag & Cie AG, a group of companies with more than 50 years of experience in advising families and entrepreneurs at home and abroad, specialising in integrated Family Office, Legal, Finance & Accounting Services. He holds directorships in Swiss and international organisations with specialities in company, tax, contract, succession & financial law, with a focus on expat advisory, commodity trading, foundations and trusts. Urs will only be presenting at the Zurich event.