Cross-Border Retirement: Avoid the Mistakes – Zurich
Retirement Across Two Systems: What Australians in Switzerland Must Know
Thank you to everyone who joined us for an engaging discussion on the financial realities facing Australians living in Switzerland. We were delighted by the overwhelming interest in the event — completely sold out, with a waitlist and not a spare seat in the room!
It was a pleasure to explore some of the most common cross-border planning challenges — from ongoing ties to the Australian tax system and the risks of the “in-between years,” to understanding the Swiss three-pillar retirement system and the complexities of retirement planning across multiple countries.
We hope attendees left with greater clarity on when and how to start thinking about retirement planning, and how to approach the future with more confidence.
Many thanks to our speakers, Brett Evans from Atlas Wealth Management; Urs Klingelfuss from Dr. J. Bollag & Cie. AG, moderator Vicki Tanner, President of AusCham and our host, Mark Utting from Turner & Townsend for his hospitality, as well as everyone who stayed afterwards to continue the conversation over the apéro, with wines sourced from AusCham member Paul Liversedge from Real Wines.
We were delighted to host the event in both Zurich and Geneva, and appreciate the strong engagement across both evenings. Special mention to Patrick Canion, AusCham Board member for his support at both events.
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.
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Thank you to our event sponsors:
