Expat Chat Podcast: Recent Episodes
Atlas Wealth Management
The Expat Chat Podcast by Atlas Wealth Management is a podcast for Aussie expats living overseas who want to learn more about managing their finances as an expat.
Atlas Wealth Management is a specialist in providing Australian expat financial advice and planning and has been providing these services to Australian expats in over 38 countries
utm_campaign=social_sharing• Webinar recording: US Exit Tax - https://youtu.be/DkkflnBUxgk?si=HCdpzuf2H2WrvHjo • Upcoming events and webinars - atlaswealth.com/events/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt
In this solo episode, Brett Evans runs through the key updates and market developments Australian expats need to know heading into the new financial year. He unpacks recent budget changes affecting foreign property investment, and what they mean for how expats should be thinking about their asset strategy.Brett also shares his take on persistent inflation pressures in Australia, the ongoing Iran-GCC conflict and its likely trajectory, plus some exciting news on Atlas's growth across Dubai and the Gold Coast.Relevant Links:• Upcoming events and webinars - atlaswealth.com/events/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
A on what to watch for as these rules continue to evolve before 2027.Relevant Links:• Upcoming events and webinars - https://atlaswealth.com/events/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
A special. They cover the questions expats ask most: establishing genuine non-resident status, HECS/HELP repayments while overseas, the new Division 296 super tax, SMSF risks for expats, CGT traps on selling a former family home, the 15% foreign resident withholding tax on property sales, and strategies for managing currency risk when transferring money internationally.Relevant Links:• Upcoming events and webinars - https://atlaswealth.com/events/• The Expat's Handbook now available - atlaswealth.com/resources/the-exp…working-overseas/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: / atlaswealthmgmt
Australia's capital gains tax landscape just shifted, and if you're an expat, the details matter more than ever. In this episode, Atlas Wealth Group's James Ridley (MD, APAC) sits down with Ben Turner (MD, Tax) to unpack the CGT indexation bill that passed both houses of parliament on 26 June 2025, and what it means for Australians living or working overseas.From 1 July 2027, the long-standing 50% CGT discount will be replaced by inflation indexation — but there's a critical catch. To qualify, you must never have been a foreign or temporary resident at any point during the asset's testing period. One day offshore can disqualify you from indexation on the entire asset, with no apportionment.Relevant Links: • Upcoming events and webinars - https://atlaswealth.com/events/ • The Expat's Handbook now available - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt
A, where we discuss the latest tax and financial issues affecting an #Australianexpat. Hosts, Brett Evans and James Ridley provide an update on the latest economic and legislative developments affecting Australian expats before answering a range of questions submitted by members of the Australian Expat Financial Forum. They discuss the latest inflation data and what it could mean for future Reserve Bank interest rate decisions, recent Federal Budget measures impacting superannuation and SMSFs, and proposed trust legislation changes. Whether you're planning your finances abroad or preparing to return home, this episode provides timely insights into the key issues Australian expats should be aware of.Relevant Links:• Upcoming webinar - US Exit Tax: us02web.zoom.us/webinar/register/…ohsTUmZ-KWqVP-C2Q • The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt
Welcome to one hundred and eightieth episode the #Expatchat podcast, Australian Budget Changes and Market Update. Atlas Wealth’s Managing Director, James Ridley and Brett Evans unpack the latest Federal Budget developments and the key changes affecting Australian expats, including updates to capital gains tax concessions for small businesses and proposed amendments to testamentary trust taxation.They also explore recent global market developments, including the Iran nuclear agreement, its potential economic implications, the RBA’s decision to hold interest rates, ongoing inflation concerns, and what these factors mean for investors. The episode concludes with a discussion on SpaceX’s headline-grabbing IPO, examining its valuation, growth potential, and the challenges facing investors looking to gain exposure.Relevant Links: • Upcoming webinar - US Exit Tax: us02web.zoom.us/webinar/register/…ohsTUmZ-KWqVP-C2Q • The Expat's Handbook now available - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt
Welcome to the one hundred and seventy ninth episode of the #Expatchat podcast, End of Financial Year Checklist, where we discuss the latest tax and financial issues affecting an #Australianexpat. As the Australian financial year draws to a close, expats have a valuable opportunity to review their tax position, investments, superannuation, insurance, and cross-border arrangements before 30 June. In this episode of Expat Chat, Managing Directors, James Ridley and Brett Evans discuss the key EOFY tasks Australian expats should address to avoid ATO issues and improve their financial outcomes.Key Takeaway: The main message is not just to know the EOFY checklist, but to act on it promptly. Small delays can create bigger problems later, particularly where residency, foreign income, investment disposals, or rental properties are involved. Completing these reviews before the year closes gives you more options, better records, and a smoother tax process.Relevant Links: • Upcoming webinar - US Exit Tax: https://us02web.zoom.us/webinar/register/6017810897348/WN_f4PEmohsTUmZ-KWqVP-C2Q• The Expat's Handbook now available - atlaswealth.com/resources/the-exp…working-overseas/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Welcome to the one hundred and seventy eightieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. Managing Directors, Brett Evans and James Ridley unpack the latest developments from the Australian Federal Budget, following the passage of key CGT and negative gearing reforms through the lower house by a 92–48 vote on Thursday.They explore what the proposed changes could mean for Australian expats and non-residents, including the introduction of a cost base indexation method from 1 July 2027, resulting in a minimum 30% tax on capital gains and the removal of additional discounting strategies. The episode also highlights the next stage of the legislative process, with Senate debate expected to follow after limited parliamentary scrutiny.Despite the uncertainty, Brett and James discuss where tax-efficient opportunities may still exist, including superannuation and share investments, and caution against making major financial decisions until further legislative detail is released later in the year.Relevant Links: • The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
In Episode 177 of the Expat Chat podcast, Atlas Wealth Managing Directors, Brett Evans and James Ridley discuss the major proposed changes announced in the 2026–27 Australian Federal Budget and the potential implications for Australian expats.The conversation explores how the proposed reforms may impact property ownership, investment structures, taxation, borrowing capacity, and long-term financial planning for Australians living overseas. Brett and James also discuss the broader political and economic reaction to the measures, along with what expats should be considering as the proposed legislation evolves.Relevant Links: • Upcoming Webinar: Australian Federal Budget 2026–27 Review - atlaswealth.com/events/• The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Welcome to the one hundred seventy sixth episode of the #ExpatChat podcast - Australian Expat Q and A from the Facebook Group. Atlas Wealth Managing Directors, James Ridley and Brett Evans answer questions from the Australian Expat Facebook community, unpacking key tax and financial issues following the 2026–27 Federal Budget.The discussion covers SMSF compliance risks for expats, crypto tax implications when becoming a non-resident, superannuation contributions while overseas, and the tax treatment of Australian investment properties. Brett and James also explain why superannuation remains one of the most tax-effective investment structures for Australian expats and discuss important insurance considerations for offshore residents.This episode provides practical insights for Australians living abroad or planning a future return home. Relevant Links: • Upcoming Webinar: Australian Federal Budget 2026–27 Review - https://atlaswealth.com/events/• The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
P 500, driven by its strong exposure to tech and AI companies, helping it withstand broader shocks such as rising oil prices impacting other markets. Finally, Brett and James look ahead to key developments, including the upcoming Australian Federal Budget and potential tax reforms. They also remind listeners of upcoming events in May i.e. Cross-Border Retirement in Geneva and Zurich, and the Australian Federal Budget Review in Dubai and Abu Dhabi. Overall, this episode offers practical insights to help expats stay confident and make informed financial decisions in uncertain times.Relevant Links: • Upcoming events - atlaswealth.com/events/ • Order your copy of the The Expat's Handbook - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt
Welcome to the one hundred seventy fourth episode of the #ExpatChat podcast, host Atlas Wealth Managing Director, Brett Evans is joined by Patrick Canion, Head of Advice for Switzerland, to unpack how the Swiss pension system works and what it means for Australian expats.They explore Switzerland’s three-pillar structure — the state pension (Pillar 1), employer pension (Pillar 2), and voluntary savings (Pillar 3A) — and compare it to Australia’s superannuation system.The discussion also covers how expats can access or transfer benefits when moving between Switzerland and Australia, along with key tax considerations and planning strategies for retirement across both systems.Relevant Links: • Upcoming Events - atlaswealth.com/events/ • Order your copy of the The Expat's Handbook - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt
In Episode 173 of Expat Chat, Brett Evans and James Ridley unpack the proposed changes to Australia’s capital gains tax and property investment rules, including potential reductions to the CGT discount and reforms to negative gearing.While these changes may not directly apply to non-resident Australians, they could significantly impact property values, investor behaviour, and lending conditions. This episode provides key insights to help Australian expats navigate the evolving landscape and plan their property strategy with confidence.Relevant Links: • Upcoming Singapore Masterclass event - www.eventbrite.com.au/e/singapore-ma…ff=SocialMedia • The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt
A episode designed to help expats navigate complex cross-border financial decisions with greater clarity.Relevant Links: • Upcoming Singapore Masterclass event - www.eventbrite.com.au/e/singapore-ma…ff=SocialMedia• The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Welcome to the one hundred seventy second episode of the #ExpatChat podcast. In this special episode, Atlas Wealth Group presents a recorded webinar, “Staying Financially Resilient During Times of Uncertainty,” hosted by Brett Evans, Managing Director (EMEA), in association with the Australian Business Council – Dubai and Abu Dhabi.Brett explores how global instability and market volatility impact Australian expats, and why maintaining a disciplined financial plan is essential. He also shares practical strategies on managing cash flow, making investment decisions, and navigating cross-border risks—reinforcing the importance of long-term thinking and proactive planning in uncertain times.Relevant Links: • Brett's insights on ABC News - atlaswealth.com/media/uae-life-go…future-uncertain/• Australian Business Council of Australia - https://www.abcduae.com• Australian Business Group Abu Dhabi - https://ausbg.net• Upcoming Events - https://atlaswealth.com/events/• The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
A. Atlas Wealth Managing Directors, James Ridley and Brett Evans provide an update on the situation in the Middle East and address key questions from Australian expats. While the environment remains uncertain, they emphasise the importance of staying calm, continuing with essential financial planning, and maintaining a balanced approach between safety and everyday life.They also cover tax residency implications for those temporarily returning to Australia, noting that short-term stays are generally manageable, but extended time—particularly beyond 183 days—may trigger Australian tax residency. The episode reinforces the importance of seeking professional advice and maintaining a consistent investment strategy amid ongoing market volatility.Please note: Reference is made to Episode 170. Due to a slight delay, it is now expected to be published within the coming week.Relevant Links: • Brett's insights on ABC News - https://atlaswealth.com/media/uae-life-goes-on-amid-irans-attacks-but-future-uncertain/• Upcoming Singapore Masterclass event - https://www.eventbrite.com.au/e/singapore-masterclass-tax-finance-mortgages-for-aussie-expats-tickets-1984133977137?aff=SocialMedia• The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementX: www.x.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Welcome to the one hundred sixty ninth episode of the #ExpatChat podcast, Taxation of US Retirement Accounts. In this episode, Atlas Wealth Group’s Managing Director – APAC, James Ridley, is joined by special guest Martin Jack, Atlas Wealth’s US specialist Financial Planner, while co-host Brett Evans is away.With US tax season underway, James and Martin unpack one of the most common and confusing topics facing Australian expats in the United States: how US retirement accounts are taxed and what happens to them when you eventually return home. They break down the key differences in how the IRS and the ATO treat US retirement accounts, and why those differences can create unexpected tax outcomes on repatriation.The conversation covers the most common US retirement structures, including 401(k)s, IRAs, Roth IRAs, and employer-sponsored matching strategies, as well as less familiar plans such as 403(b) and 457 accounts. Martin explains what is taxed versus tax-free, how transactions are viewed from an Australian perspective, and what returning expats should carefully consider before making decisions around their retirement savings.Packed with practical scenarios and expert insights, this episode is essential listening for Australian expats in the US who want clarity and confidence around US retirement accounts, cross-border tax rules, and planning for life after repatriation.Relevant Links:• Upcoming US events – atlaswealth.com/events • The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt
Webinars – atlaswealth.com/events • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us: Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: www.youtube.com/user/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: https://www.youtube.com/user/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: https://www.youtube.com/user/atlaswealthmgmt
Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroupYoutube: https://www.youtube.com/user/atlaswealthmgmt
Welcome to the one hundred fifty-seventh episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack an important topic — When Should an Expat use a Trust.Brett and James discuss the role of family trusts in financial planning and explain why these structures, while useful for Australian residents, can create unintended tax consequences for expats. They highlight that family trusts are generally treated as Australian tax residents, meaning non-resident expats could face unexpected capital gains tax liabilities when holding shares or assets within a trust.Whether you’re currently living overseas or planning an international move, this episode offers valuable guidance to help you make informed decisions about structuring and managing your wealth.Links discussed in this episode:• Upcoming Seminars & Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred fifty-sixth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Directors Brett Evans and James Ridley discuss Where is the Australian Dollar Heading — diving into forecasts, currency drivers, and strategies for managing exchange rate movements.Throughout the episode, Brett and James review differing forecasts from major banks, exploring whether the Australian dollar could climb toward the 67–71 cent range. They unpack the key factors influencing the Aussie dollar’s outlook, including US dollar weakness, Australia’s improving interest rate differential, and shifting commodity prices.The discussion also touches on the US Federal Reserve’s cautious approach to rate cuts, which has steadied the greenback and limited its depreciation against the AUD. Brett shares practical guidance on hedging and dollar-cost averaging when repatriating wealth — reminding expats not to stay anchored to historical exchange rates.Whether you’re managing income abroad, repatriating funds, or simply watching the markets, this episode offers valuable perspectives to help you navigate the Australian dollar with confidence.Links discussed in this episode:• Upcoming Seminars & Webinars – atlaswealth.com/events• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast• Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcastIf you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.About Atlas Wealth Group:Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.To learn more, visit www.atlaswealth.comConnect with us:Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred fifty fifth episode of the #ExpatChat podcast, where we explore the latest tax and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Directors, Brett Evans and James Harper host a discussion on Answering Australian Expat Financial Questions. Specifically, they review questions from Facebook group, "Australian Expat Financial Forum".Throughout the episode, Brett & James cover key topics such as mortgage options for expats, forward exchange rate locks, brokerage accounts for global ETFs, medical insurance, and US tax implications for superannuation. They also provide clear guidance for expats navigating these financial matters, noting that most questions can be addressed directly with practical advice. Whether you’re a new or seasoned Australian expat, this episode delivers insights and tips to help you manage your finances confidently across borders.Links that we discussed in this episode include:• Upcoming Seminars & Webinars - https://atlaswealth.com/events• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/• Weekly Recap Podcast – https://atlaswealth.com/news-media/australian-expat-podcasts/weekly-recap-podcast-4/If you enjoy the content, make sure you let us know by hitting the thumbs up and subscribing. Additionally, feel free to provide some feedback in the comments below.The Atlas Wealth Group was established to meet the growing demand from Australian expats for professional guidance. In particular, we are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Moreover, whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience to provide essential financial services to the expatriate community.To find out more about Atlas Wealth Group visit www.atlaswealth.com, or to receive tailored information for your personal situation. Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the 154th episode of the #ExpatChat podcast, where we explore the latest tax and financial issues affecting #AustralianExpats. In this episode, What Expats Need to Know About the Swiss Referendum, Atlas Wealth Group’s Managing Director (EMEA), Brett Evans, and Patrick, Head of Advice – Switzerland, break down Switzerland’s upcoming property tax referendum and provide context on a system that has been in place since 1934.They explain how the current rules—where mortgage interest is deductible but homeowners are taxed on an “imputed rent”—can lead to unexpected outcomes, including high levels of debt and heavier tax bills for retirees. The conversation also covers proposed reforms, such as new deductions for first-time buyers, and what these changes could mean for expats living or investing in Switzerland.Brett and Patrick compare Swiss tax policies with those in Australia and the US, highlighting differences in federal and cantonal taxing powers and how lifestyle decisions often hinge on regional tax competitiveness. They also discuss cross-border living between Switzerland and France, driven by cost-of-living factors, and offer guidance on how expats can navigate potential policy changes following the September 28th vote.Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - / australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/au...• Expat Mortgage Podcast - https://atlaswealth.com/news-media/au...• Alpine Aussies - This series showcases the journeys of Australian expats living and working in Switzerland - https://youtube.com/playlist?list=PLZnC6KM6iy44oFgOstuxK9rPo1p87Ews3&si=Fyy4n9nlLrh8aq8pIf you like the content, make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat.Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about the Atlas Wealth Group and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-groupTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and forty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In this episode, How Expats Avoid Getting Caught Up in Scams, Atlas Wealth Managing Directors James Ridley and Brett Evans, uncover the most common scams targeting expats and reveal practical ways to avoid them. Learn how seasoned expats recognise red flags, protect their finances, and stay safe while living abroad. Whether you’re new to expat life or a long-term traveler, this episode gives you the tools to steer clear of costly mistakes and enjoy your experience with confidence.Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - / australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/au...• Expat Mortgage Podcast - https://atlaswealth.com/news-media/au...If you like the content, make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat.Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about the Atlas Wealth Group and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-groupTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and forty second episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In this episode, Brett Evans, Managing Director - EMEA at Atlas Wealth Group, is joined by Carl Dowling, Partner at CSP Group, for an in-depth conversation on the key considerations for Australians looking to establish a business in the United Arab Emirates.Whether you're expanding an existing enterprise or launching a new venture in the region, Brett and Carl break down the practical realities of setting up shop in the UAE—cutting through the noise and misinformation to highlight what actually works.Carl also shares real-world examples—including a costly case study involving a major international firm—and provides practical guidance on choosing the right setup based on your business model and growth plans.Links that we discussed in this episode include:• Upcoming events - atlaswealth.com/events • Facebook Group - Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - atlaswealth.com/news-media/au... • Expat Mortgage Podcast - atlaswealth.com/news-media/au...If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat.Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about the Atlas Wealth Group and how we can help Australian expats please go to www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-group Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and fifty first episode of the #Expatchat podcasts, where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, Investment Portfolio Maintenance for Expats, Atlas Wealth Managing Director, Brett Evens and Financial Planner, Adam Prentice break down the key tax and investment considerations for Australians living abroad. They cover topics such as, deemed disposal tax when exiting Australia, non-resident withholding tax rates, and the importance of keeping your address up to date with financial institutions.Brett and Adam also highlight the risks of using US brokerage accounts overseas, including the 40% US estate tax for non-residents, and suggest safer alternatives. They explain how to manage your investment portfolio when leaving or returning to Australia, including tax implications and the benefits of moving assets back to Australian platforms.Links that we discussed in this episode include:• Upcoming Seminars & Webinars – atlaswealth.com/events• Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum• Ask Atlas – Have your questions answered on the podcast by clicking this link – atlaswealth.com/news-media/au...• Expat Mortgage Podcast – atlaswealth.com/news-media/au...• Weekly Recap Podcast – atlaswealth.com/news-media/au...If you like the content make sure you let us know by hitting the thumbs up and subscribing. As well as providing some feedback in the comments below.The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.To find out more about the Atlas Wealth Group visit www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to Episode 150 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, Expat Group Q&A, Atlas Wealth Managing Directors James Ridley and Brett Evans answer questions that our members of the Australian Expat Financial Forum Facebook Group have asked.They recorded their 150th podcast episode and answered questions from listeners about wills, superannuation, and tax implications for Australian expats.The discussion covered various financial planning considerations for Australians living abroad, including retirement planning risks, tax obligations in different countries, and the importance of two-dimensional financial advice that accounts for both Australian and foreign tax implications.If you've also had those questions that only an expat has, this episode is packed with key insights to help you stay informed and making the most out of your time overseas.Links that we discussed in this episode include:• Upcoming Seminars & Webinars – atlaswealth.com/events• Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum• Ask Atlas – Have your questions answered on the podcast by clicking this link – atlaswealth.com/news-media/au...• Expat Mortgage Podcast – atlaswealth.com/news-media/au...• Weekly Recap Podcast – atlaswealth.com/news-media/au...If you like the content make sure you let us know by hitting the thumbs up and subscribing. As well as providing some feedback in the comments below.The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.To find out more about the Atlas Wealth Group visit www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to Episode 149 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, The Importance of Wills for Expats, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing your estate while living overseas.They provide an overview of estate planning for expatriates, including the importance of country-specific wills and the handling of various asset types and beneficiary nominations.While an international will does not exist, having a will in each country where assets or family members are present is crucial and they addressed common misconceptions, such as the effectiveness of international wills, and encouraged expats to consult professionals for tailored advice. With a shift in expat perspectives towards longer-term residency this is leading to increased interest in comprehensive estate planning.Whether you have assets spread all over the world or are just starting your expat wealth creation journey, this episode is packed with key insights to help you stay compliant and protect your wealth.Links that we discussed in this episode include:• Upcoming Seminars & Webinars – atlaswealth.com/events• Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum• Ask Atlas – Have your questions answered on the podcast by clicking this link – atlaswealth.com/news-media/au...• Expat Mortgage Podcast – atlaswealth.com/news-media/au...• Weekly Recap Podcast – atlaswealth.com/news-media/au...If you like the content make sure you let us know by hitting the thumbs up and subscribing. As well as providing some feedback in the comments below.The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.To find out more about the Atlas Wealth Group visit www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to Episode 148 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, Expat Do’s and Don’ts for SMSFs, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing Self-Managed Superannuation Funds (SMSFs) while living overseas.They provide an overview of the legal, financial, and compliance responsibilities SMSF trustees face abroad—highlighting how to avoid costly penalties and potential fund disqualification.A key focus is on the “central management and control” rule and its role in determining SMSF residency status. James and Brett breakdown the 183-day rule, the distinction between temporary absences and permanent relocations, and what happens when trustees move overseas.You’ll also hear about strategies to maintain compliance, such as appointing a Power of Attorney or converting to a small APRA fund. Real-life scenarios illustrate how different choices impact compliance and tax outcomes, reinforcing the need for expert planning before relocating.Whether you're currently managing an SMSF overseas or considering a move, this episode is packed with key insights to help you stay compliant and protect your retirement wealth.Links that we discussed in this episode include:• Upcoming Seminars & Webinars – atlaswealth.com/events• Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum• Ask Atlas – Have your questions answered on the podcast by clicking this link – atlaswealth.com/news-media/au...• Expat Mortgage Podcast – atlaswealth.com/news-media/au...• Weekly Recap Podcast – atlaswealth.com/news-media/au...If you like the content make sure you let us know by hitting the thumbs up and subscribing. As well as providing some feedback in the comments below.The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.To find out more about the Atlas Wealth Group visit www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and forty seventh episode of the #Expatchat podcast, where we dive into the most pressing tax and financial issues impacting #Australianexpats around the globe. Hosted by James Ridley, Managing Director of Atlas Wealth Management, this episode features a special Q&A with Martin Jack, Atlas Wealth’s Financial Planner - APAC where they tackle listener-submitted questions and provide expert insights.Key Topics Covered:•US Exit Tax – What it is, who it affects, and how to plan ahead.•Superannuation – Updates, contribution strategies, and how super fits into an expat’s financial plan.•Investing in Australia: Shares vs. Property – A balanced comparison of both asset classes and what suits expats best.James and Martin share real-world examples and practical advice to help you navigate these complex areas with confidence.Links that we discussed in this episode include: •Upcoming Seminars & Webinars – https://atlaswealth.com/events •Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum •Ask Atlas – Have your questions answered on the podcast by clicking this link – https://atlaswealth.com/news-media/au... •Expat Mortgage Podcast – https://atlaswealth.com/news-media/au... •Weekly Recap Podcast – https://atlaswealth.com/news-media/au... If you like the content make sure you let us know by hitting the thumbs up and subscribing. As well as providing some feedback in the comments below. The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community. To find out more about the Atlas Wealth Group visit www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup
Expat Chat Episode 146 - Expats Managing Compensation SchemesWelcome to the one hundred and forty sixth episode of the #Expatchat podcasts, where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, Atlas Wealth Managing Directors, James Ridley and Brett Evens dive deep into the complexities of equity compensation—a critical topic for globally mobile professionals. From Restricted Stock Units (RSUs) and stock options to Employee Share Purchase Plans (ESPPs), they unpack the tax implications, risks, and strategies every expat should know when navigating company equity abroad.James breaks down why RSUs are often dubbed "Golden Handcuffs," explores how they're taxed in different jurisdictions (with a spotlight on the U.S.), and why tax withholding may not be enough. The duo also highlights timing, vesting schedules, and diversification as key pillars of managing equity wealth, especially for those in tech or with concentrated stock exposure.Whether you're dealing with complex tax rules, wondering when to sell your shares, or trying to reduce your financial exposure to one company, this episode offers valuable insights.Key Topics Covered:- RSU taxation across borders- Stock options vs. RSUs vs. ESPPs- Risks of holding too much company stock- Diversification strategies and tax efficiency- Currency considerations (USD weakness and global exposure)If you're an expat with equity on your payslip, this one’s for you. Tune in and take control of your compensation.Links that we discussed in this episode include:- Upcoming Seminars & Webinars - https://atlaswealth.com/events- Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum- Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/- Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/- Weekly Recap Podcast – https://atlaswealth.com/news-media/australian-expat-podcasts/weekly-recap-podcast-4/If you like the content make sure you let us know by hitting the thumbs up and subscribing. As well as providing some feedback in the comments below.The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.To find out more about the Atlas Wealth Group visit www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and forty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In this episode of Expat Chat, Atlas Wealth’s cross-border financial planner Martin Jack joins James Ridley, Managing Director (APAC), to walk through a real-life case study involving two US-based Australian expats preparing to return home. With significant US assets—including a large 401(k), vested RSUs, and a US property—plus long-term green card status, their story highlights the intricate financial and tax challenges that come with repatriation.Martin outlines the financial and tax planning challenges they faced, from navigating the U.S. exit tax under the HEART Act to managing currency risk, timing asset sales, and diversifying a concentrated stock position. You'll hear key strategies used to optimize their transition, including why they chose to relinquish their green cards and how they structured the transfer of retirement assets to minimize tax impact in both countries.Whether you're a fellow expat or an advisor helping clients navigate cross-border moves, this episode is packed with actionable insights and cautionary lessons.Key topics covered:•Exit tax traps for long-term green card holders•Cross-border 401(k) and superannuation strategies•Timing asset liquidation and property sales•Managing RSU concentration and unsystematic risk•Tax residency implications during repatriationLinks that we discussed in this episode include:• Upcoming events - atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - www.facebook.com/groups/Australia…atfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - atlaswealth.com/news-media/austra…he-expat-podcast/• Expat Mortgage Podcast - atlaswealth.com/news-media/austra…mortgage-podcast/• Weekly Recap Podcast – atlaswealth.com/news-media/austra…-recap-podcast-4/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat.Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about the Atlas Wealth Group and how we can help Australian expats please go to www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-groupTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and forty fourth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In this episode, James Ridley, Managing Director of the Australian office, breaks down the implications of the recently passed “One Big Beautiful Bill” on Australian expats living in the U.S.Now signed into law as of July 4, 2025, the legislation introduces several key tax changes—most notably, a 3.5% excise tax on outbound remittances beginning January 1, 2026. This could significantly affect visa holders (E-3, L-1, H-1B, and green card holders) who regularly send funds overseas.James also explains how this tax could apply to:- Restricted stock units (RSUs)- Dividends and rental income- Proceeds from property or share salesCurrency providers may be required to withhold the tax at source, adding a compliance burden for expats and institutions alike.Another critical update: Section 899, the so-called “retaliatory tax,” could raise U.S. dividend withholding rates up to 50% for residents of countries deemed to have “unfair” tax systems—Australia's status remains to be clarified.Action Items:✅ Seek advice if you're inheriting shares as a non-resident—CGT event K3 may apply.✅ Register for our upcoming webinar to learn more about U.S. tax changes, currency shifts, and cross-border financial strategies.✅ Prepare early for 2026, especially if you transfer money internationally or receive U.S.-sourced income.Links that we discussed in this episode include:• Upcoming events - atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - www.facebook.com/groups/Australia…atfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - atlaswealth.com/news-media/austra…he-expat-podcast/• Expat Mortgage Podcast - atlaswealth.com/news-media/austra…mortgage-podcast/• Weekly Recap Podcast – https://atlaswealth.com/news-media/australian-expat-podcasts/weekly-recap-podcast-4/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat.Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about the Atlas Wealth Group and how we can help Australian expats please go to www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-groupTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and forty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss what tips and tricks are available for Australian expats with the 2025 end of financial year rapidly approaching.When you move overseas the idea of forgetting all about the dreaded 30th of June end of financial year deadline is appealing however if you still have some economic ties to Australia, whether that is property, shares or superannuation, you still need to consider your financial options as an expat.In this episode we run through the following topics:•Important end-of-financial-year considerations for Australian expats•Importance of lodging tax returns on time to avoid penalties and interest charges•The need to disclose HECS/HELP debts and explore different methods for doing so•Tax deductions, particularly superannuation contributions, which must be made within the next 30 days to be eligible for the current financial year•Rental property deductions, the difference between repairs and improvements•Importance of correctly setting up withholding tax on bank accounts and dividends for non-residentsLinks that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat.Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about the Atlas Wealth Group and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-groupTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and forty second episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss what life is like living as an Australian expat in Switzerland.With over 5,000 Australian expats calling Switzerland home there are many appealing factors why people choose to move to there.These factors can normally be broken down into two reasons - for work or for love.Like any other country Switzerland has its own rules that Australian expats need to comply with, some obvious and some very new.In this episode we run through the following topics:•Why do Australian expats move to Switzerland?•How does the Cantonal tax system in Switzerland work and what do Australian expats need to be aware of?•What is the Swiss culture like and how do you adapt?•What is the cost of living like in Switzerland?•Swiss financial advice and strategy planning?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat.Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about the Atlas Wealth Group and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-groupTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and forty first episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss how the Albanese governments re-election with a increased majority will effect Australian expats.At the recent Australian federal election not only did the Labor party win but they increased their majority in parliament and also knocked the Liberal party leader off his perch resulting in Dutton losing his seat.In this episode we run through the following topics:•What are the first things Labor is looking to change?•What is the $3m superannuation tax and how does this affect Australian expats?•Will the government start taxing Australian trusts?•Will there be a change to the negative gearing laws?•Will we see a change to the tax residency laws?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat.Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about the Atlas Wealth Group and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-groupTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthgroup
Welcome to the one hundred and fortieth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss how expats can take advantage of the weaker Australian dollar.Currency is a topic that monopolises the conversations for most Australian expats and when it comes to the Australian dollar everyone has an opinion.In this episode we run through the following topics:•What has caused the Australian dollar to fall?•What events and catalysts cause the Australian dollar to go up and down?•What is the best way Australian expats should move money to Australian dollars whilst managing the risks at the same time?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat.Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about the Atlas Wealth Group and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirty ninth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss the topic that is monopolising all the media at the moment - tariffs.Whilst tariffs aren't solely related to Australian expats it does indirectly affect them by virtue of the volatility we are seeing in the currency and equity markets and in turn filtering down to the economies around the worldIn this episode we run through the following topics:•What has been the latest announced changes?•How do Australian expats manage their financial affairs when there is some much volatility?•Where to here and will the world be exposed to a trade war between countries?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirty eighth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss when is a good time for an Australian expat to use a trust in Australia.Family trusts have been around for many years and financial professionals in Australia, like accountants and financial planners, have used them extensively to protect assets and reduce tax however do the same benefits apply to Australian expats living overseas? In this episode we run through the following topics:•What are the different type of trusts in Australia?•Why do people use trusts in Australia?•What are the benefits of using a trust as a resident versus as a non-resident for tax purposes?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirty seventh episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss how do the recent announcements made by the US government affect Australian expats living in the US and overseas.Since the Trump administration was inaugurated there have been many announcements made by the White House from the scraping of the DEI program to introducing new wide sweeping tariffs.With the media running wild with headlines markets have become turbulent and investors are trying to take stock of what the new announcements mean.In this episode we run through the following topics:•What is the current state of the international economies and how will they take these announcements?•What do the prospects look like for the next 12-18 months?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirty sixth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss why Australian expats should avoid investing in investment bonds when they live overseas and are saving for retirement.Any Australian expat who has spent time in the Middle East or Asia will be all too familiar of the scenario when they get the call from a unknown number and on the other end of the line is a smooth talking salesman with a British accent (or sometimes an Australian one too surprisingly) espousing the virtues of investing in a offshore bond.These punitive financial products can go by many different names - insurance bond, executive bond, whole of life insurance, offshore savings bond - but the premise and why they don't work is the same.They will talk about how to avoid pay tax on your investments, both when you live overseas and you return home, why contributing to your super account will make you a tax resident of Australia (this is false by the way) and how a investment bond is the answer to all of your expat prayers when it comes to making the most of your time overseas.Unfortunately some of this is fluff, a lot of it is incorrect and the rest is just plain misleading.In this episode we run through the following topics:•What is a investment bond?•Why do these type of investment bonds not work for Australian expats and why were they banned in Australia and the UK many years ago?•Why these products only favour the insurance salesman and investment bond issuer and not the client?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat James and Adam run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group.In this episode we run through the following questions that were asked:•What are the risks for an Australian expat leaving large amounts of cash in the bank whilst living in the Middle East?•What are the tax considerations when a expat opens a bank account in Australia?•What is the latest update on the proposed changes to the tax residency rules?•If an Australian expat were to permanently leave the US what exit taxes are they up for and does the HEART tax act apply to them?•Are there any different strategies and taxes to consider when you hold a Australian life insurance and endowment policies?•What is the K3 event and how does it affect Australian expats when inheriting assets from an estate?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirty fourth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group.We often find that when speaking to Australian expats there are common themes that emerge from time to time when managing your financial affairs overseas.At the moment the most popular topics include buying and selling property as a Australian expat and how to manage your superannuation and foreign pensions when living overseas.In this episode we run through the following questions that were asked:•What are the changes to the Foreign Resident Capital Gains Withholding Tax and how do they affect Australian expats selling property?•What happens when you buy a property as a non-resident and sell it as a tax resident of Australia?•What is the current CGT situation when selling a property in Australia as a non-resident when the property was formerly your Main Residence?•If you regularly transfer large sums of cash from the UAE back to Australia can you be classified as a Australian tax resident?•If I start drawing a allocated pension from my Australian superannuation account whilst I am a tax resident of the UK does the HMRC tax me on this?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss can Australian expats retire between two countries and if so how can they do it.Like everything in life the answer is it depends. It depends on where you want to move or retire to, what passports you hold and the type of tax outcome Australian expats are looking for.A lot of Australian expats will tie themselves in knots trying to find the perfect solution however unfortunately it doesn't exist. There will be a trade off in lifestyle for cost or tax outcomes and its important to itemise what is the most important thing to you and make that your focus.If a particular country, scenery or location is the important thing then it is important to find the most tax optimised solution to that particular location or jurisdiction. There maybe better tax optimised locations for you however it may not provide the other things that are important to you.In this episode we run through the following topics:•Can a Australian expat simply retire anywhere?•What does an Australian expat need to be aware of when looking to retire in a foreign jurisdiction?•Why its okay for an Australian expat to be classified as a Australian tax resident when looking to spend time and retire overseas for at least part of the year?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirty second episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we discuss how Australian expats manage sharia law when they move to the Middle East or any other country that's governing law is based on the Islamic faith.With destinations like Dubai, Abu Dhabi, Saudi Arabia and Qatar becoming popular destinations for Australian expats its important for those looking to move to the region have a understanding of the law not only to avoid breaking it but to also anticipate how to navigate this when things go wrong.In the majority of cases the time an Australian expat in Dubai, Abu Dhabi, Saudi or Qatar have to face Sharia Law and its implications on your finances is when there is a death in the family. Generally speaking under Sharia Law when it comes to succession an individuals testamentary as to who gets what assets is limited to between one third and one quarter of their assets (depending in whether the law is based on Sunni or Shi'i schemes of inheritance) whilst the remaining amount is passes to their legal heirs. Who these legal heirs are can vary wildly depending on which scheme of inheritance is employed. In this episode we run through the following topics:•How to navigate sharia law as a Australian expat in the region?•What an Australian expat can do to prepare?•How important are wills to helping Australian expats navigate sharia law?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirty first episode and we are back for another year of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we provide a review of the year that has been and what we expect to in the year to come.We also talk about the recent announcement of Atlas forming a partnership with local mortgage broker Holo Mortgages in the UAE that will enable our clients in Dubai and Abu Dhabi to get the best deal when securing finance to purchase their home or investment property in the UAE.We'll also be running many webinars and seminars in 2025 so keep an eye on your emails as well as our social media pages as we look to visit our usual locations plus a number of new additions including Asia and North America.Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirtieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we don't talk about financial advice. No acronyms, no fancy jargon, no confusing terms.Nope, just James and Brett thanking all of our listeners for tuning in every week as well as providing their feedback and questions for our last episode of 2024.Its been a very busy year with a lot to talk about and the podcast enables us to have those conversations at scale with Australian expats all around the worldIf you are celebrating we hope you and your family have a Merry Christmas and to everyone have a great break and may 2025 be a great year for you as part of your Australian expat journey.If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twenty ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we provide the last part of our Australian Expat Financial Forum Facebook Q&A.With more and more Australians looking to move overseas and become an expat its important that everyone is aware of the little things that help you make infortmed decisions and avoid the pitfalls than many face.We love producing episodes like these as it enables us to get to the coal face of Australian expats and answer the questions that you have.If you're not in our FaceBook group make sure you join by searching for the Australian Expat Financial Forum group on the Facebook app or desktop login.In this episode we run through the following topics:•Can a Australian expat use equity in their property to buy other properties?•If a Australian expat has a HECS or HELP debt does this affect their borrowing power in Australia?•How does a Australian expat remove their exposure to the UK inheritance tax?•What is the best way to make foreign currency transfers?•What tax obligations does a Australian expat have to the ATO when managing their 401k?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twenty eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat talk about the incoming passenger arrival card that you need to complete when landing at an Australian airport.With many Australian expats looking to return home over the Christmas holidays to visit family and friends there is often confusion as to what box you tick on the passenger arrival card before you land.In the past there was quite a lot of apathy towards these cards but in todays digital world and with government departments linked electronically what you declare on these cards can make a dramatic difference as to whether it is plain sailing or greater scrutiny by government departments including the ATO.We have seen over the last couple of years these cards being used as evidence in court by the ATO when trying to argue a Australian expats residency.In this episode we run through the following topics:•What options are available to select?•Which box should I tick?•What happens to these cards after they are collected?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twenty seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we run through some more questions that have been asked in the Australian Expat Financial Forum Facebook group that we manage.Social media is a great tool for Australian expats living overseas as not only does it keep us in contact with friends and family back home but it can also be used to research and understand topics that affect you as an expat.With a plethora of Australian expat Facebook groups it is a common place to ask questions relating to expat life - where can I buy vegemite, what's a good school for my kids and many more.Many Australian expats will also ask questions relating to their personal financial circumstances and whilst it is great that everyone wants to help and share their opinion quite often there are incorrect answers being provided.That's why we started the Australian Expat Financial Forum. Its a place that Australian expats can share their expat financial war stories as well as ask questions that we can answer on this podcast.In this episode we run through the following topics:•How to setup a will across multiple jurisdictions?•How to setup for retirement when you don't know which country you will be in?•Can a Australian expat gift a property and not pay any tax?•What are the ATO obligations for drawing on a US 401k when residing in Australia?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twenty sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we run through some of the questions that have been asked in the Australian Expat Financial Forum Facebook group that we manage.Social media is a great tool for Australian expats living overseas as not only does it keep us in contact with friends and family back home but it can also be used to research and understand topics that affect you as an expat.With a plethora of Australian expat Facebook groups it is a common place to ask questions relating to expat life - where can I buy vegemite, what's a good school for my kids and many more.Many Australian expats will also ask questions relating to their personal financial circumstances and whilst it is great that everyone wants to help and share their opinion quite often there are incorrect answers being provided.That's why we started the Australian Expat Financial Forum. Its a place that Australian expats can share their expat financial war stories as well as ask questions that we can answer on this podcast.In this episode we run through the following topics:•Does voting affect your non-resident tax status?•What are the Pros and Cons to having both a UK pension and Australian Superannuation account?•Australian expats inheriting assets in Australia•Withholding tax considerations when expats sell a property in AustraliaLinks that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twenty fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about can you rollover your foreign pension and retirement savings into a Australian superannuation account.When we live and work overseas there is a good chance you will accrue some form of retirement savings.Some of these savings could include a UK pension, 401k from the US, RRSP from Canada, Provident Fund in Hong Kong, CPF in Singapore, End of Service Benefit in the UAE and many more.However it isn't always so simple just to take your foreign retirement savings and place it in your super fund.There are complications on where the funds are coming from, and the local jurisdictional rules, as well as how those funds are categorised when they enter Australia.In this episode we run through the following topics:•What is classified as a foreign pension?•Can I just move my foreign retirement savings into my superannuation?•What Australian rules apply to those funds entering Australia and my super account?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twenty fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the the proposed changes to the Non Dom and Inheritance Tax rules in the UK and how that may affect Australian expats.The Non Dom rules have been part of the UK tax system for over 200 years and many Australian expats, as well as other nationalities, have relied upon it to avoid assets held outside of the UK being taxed by the HMRC.Before Julys election the UK Labour party pledged to address the issue of Non Dom residents and they look like they will be taking this and other topics a lot further.In this episode we run through the following topics:•How do the proposed Non Dom changes affect Australian expats?•Should a Australian expat in the UK reconsider their time in the country?•What are the proposed changes to the Inheritance Tax rules and how does this affect Australian expats in the UK?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twenty third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the news that the Australian government is looking to remove Negative Gearing and how that will affect Australian expats.We all know (or we should) that Australian expats don't get the ability to negative gear their property when you are classified as a non-resident for tax purposes however with so many owning property back in Australia any changes to the tax laws back home will affect their assets.With over 1 million Australians relying upon negative gearing concessions to fund the cashflow gap of Australian properties any changes to negative gearing will affect the property market but will it be positive or negative?In this episode we run through the following topics:•How does negative gearing work for Australian expats who own property in Australia?•If Canberra was to remove negative gearing what would it do to the property market?•How will a change in negative gearing rules affect renters?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twenty second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we answer some of the questions that members of our Australian Expat Financial Forum Facebook group recently asked.We find the Facebook group is a invaluable way to talk to and engage with Australian expats in any country and members can engage with their fellow expats and share to experiences in managing their finances whilst living overseas.With over 3,000 members (and growing rapidly) it is becoming a popular forum for Australian expats the world over.In this episode we run through the following topics:•Is it possible to open a trading account in Australia to invest in Australian ETF / Index funds while being a non tax resident and living overseas?•What are the eligibility requirements to receive the Australian aged pension from the government whilst living overseas?•What to do with the assets you have accumulated in the UK when you are looking to move back to Australia?•Does the US exit tax kick in from your arrival on a visa or is it only the green card years?•What happens when you withdraw Australian retirement funds out to a US bank account?•Why is Australia the best place to domicile your assets even when you are looking to retire to Australia?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twenty first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we debate whether Australian expats can use ChatGPT and AI to obtain tax and financial advice.With more tools available to Australian expats today then ever before many aussies are using online tools like ChatGPT and AI to undertake their research when either considering becoming an expat or how to make the most of their time when they are living overseas.However with most large language model tools like ChatGPT the information you get out is only a good as the information you put in.If you phrase a question incorrectly or don't know the question to ask ChatGPT does not have the cognitive ability to make you aware of a situation because you didn't know to ask it.In this episode we run through the following topics:•Can a Australian expat use ChatGPT to make financial decisions?•What can I use ChatGPT for?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twentieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the difference between a australian expat accountant and an australian expat financial planner.When a Australian expat is seeking out a specialist to help them manage their financial affairs living overseas there can often be confusion as to whether you should approach a expat accountant or a expat financial planner.Whilst the two roles sound very similar, and in some cases interchangeable, in actual fact they are very different and defined.One of the popular resources we offer is our Australian Expat Financial Forum where aussies can come together to ask questions and share their experiences.In this episode we run through the following topics:•What role does a Australian expat accountant have?•What role does a Australian expat financial planner have?•Can a Australian expat accountant do a financial planners role and vice versa?•What do I need to consider when engaging a specialist as a Australian expat?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and nineteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we catch up after the summer break and answer some question from our Facebook Group, the Australian Expat Financial Forum.Many Australian banks are emailing their customers, including Australian expats overseas, asking for them to verify themselves by providing documents to verify their identity.There are always many questions that Australian expat have when it comes to managing their finances when living overseas and the Atlas Wealth Group has been investing in more resources that is going to enable us to educate more Australians and reach more people.One of the popular resources we offer is our Australian Expat Financial Forum where aussies can come together to ask questions and share their experiences.In this episode we run through the following topics:•Where should I domicile my assets and how does this affect my residency?•Is an Australian tax resident able to have a UK SIPP??•Can an expat buy property with finance in a SMSF?•What changes can Australian expats in the UK expect with the new government?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and eighteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about why Australian expats need to respond to the banks in Australia when they ask for identification.Many Australian banks are emailing their customers, including Australian expats overseas, asking for them to verify themselves by providing documents to verify their identity.Unfortunately in today's age where cyber crime is rife people are chosing to ignore these emails or alternatively don't believe they have to provide these documents which unfortunately leads to their account being locked.A raft of legislation has been passed by governments around the world that now makes it a legal requirement for banks and financial services companies to request this information in order to combat money laundering and terrorism financing.In this episode we run through the following topics:•Why do they want these documents?•What is the common reporting standard (CRS)?•How do I ensure the request is legitimite?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and seventeenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the topic of whether an Australian expat can have a SMSF.We have covered this topic previously however it keeps popping up and its important that we run through this again because there is still a lot of incorrect information being passed around by expats and professionals.The main considersation that Australian expats need to understand when considering changes to their SMSF when they move overseas is that is the solution a stop gap or band aid fix or a qualified and compliant solution.The price for non-compliance is extremely steep for Australian expats and if the ATO deems the account as non-compliant you could lose 46% of the balance of the account in the first year.In this episode we run through the following topics:•What are the rules for a SMSF to be compliant?•Can't I just make a friend or family member a trustee?•How does the Central Management & Control (CM&C) rule affect expats?•Why is the active members test such an important one for expats?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and sixteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about who an Australian expat can nominate as a benenficary of their superannuation in the event of their death.Nominating a beneficary of your super fund should you pass away is something that a lot of Australian expats do not pay attention to which is scary if you think about it.Is the appropriate person receiving and gaining access your life savings?Something as simple as a 60 second check of your super fund can determine whether your wishes as to where your retirement savings go are correct or not.There are also many rules as to who an Australian expat can nominate on their binding death benefit nomination and it isn't as simple as just picking someone.In this episode we run through the following topics:•What is a binding death benefit nomination?•Who can you nominate to receive to be a binding death benefit nominee?•What is the difference between a binding and a non-binding nomination?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and fifteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.With the Australian Federal government recently releasing the annual federal budget there were many hopes and expectations of tax reform and restructuring to prepare the Australian economy for the years ahead but unfortunately none of that was to come to occur.This years federal budget is all about positioning the Labor government for a election which maybe called as early as October this year.The message they tried to get across was that we are fiscally responsible and you can trust us to manage the economy but with stimulatory policies in a number of areas we will see pressure on inflation and a reasonable chance that either interest rates wont fall within 12 months and a small chance of a rate riseIn this episode we run through the following topics:•What were the major announcements?•Do any of the announcements affect expats?•Is there an update on the proposed tax residency rule changes?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and fourteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.This episode was recorded before the recent floods in Dubai so it didn't get released in sync and you may notice us referring to a different episode number but as it addresses such an important topic for Australian expats in the United States we wanted to make sure it received some airtime.The US Exit Tax or HEART Tax Act plays a pivotal role when Australian expats living in the United States are either planning a repatriation back to Australia or are considering whether to extend their time in the US as a resident.What a lot of Australian expats living in the US don't realise is that, all depending on how long you've lived in the US and how much your networth is, you maybe hit with a nasty tax bill when it comes to leave the country.In this episode we run through the following topics:•What is the US Exit Tax?•Which expats does it affect?•How do they calculate the Exit Tax for expats?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and thirteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.We are back! After a short break then floods in Dubai we are happy to be back on the airwaves.In today’s Expat Chat we talk about the upcoming federal budget and what it may look like for Australian expats as well as rolling through some of the questions that get asked on our Facebook Group, the Australian Expat Financial Forum.We also talk about our upcoming seminars in Dubai and Abu Dhabi too which you can register for by clicking on the events link below.In this episode we run through the following topics:•What does the budget have installed for Australian expats?•Facebook group Q&A•Budget seminars being held in Dubai and Abu Dhabi this monthLinks that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and twelfth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about is there a best time of the year to return to Australia and should you plan your return around any specific dates.With the majority of Australian expats planning to return to Australia at some point in time we are often asked is there a good and bad time in the calendar year to move home. And the answer is it depends on the country you are moving from rather then the considersations you need to take into account in Australia.In this episode we run through the following topics:•Is there a good and bad time to repatriate to Australia?•How do countries differ when it comes to repatriation time frames?•If I return mid year does the ATO tax me on my overseas earnings before I returned to Australia?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and eleventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about how to qualify to become a non-resident and what is the actual process that Australian expats must follow to notify the ATO.Qualifying to become a non-resident for tax purposes with the ATO isn't as simple as you think. With the current rules dating back to 1936 (when you used to jump on a ship to become a expat) there is some interpretation required which is why the Board of Taxation recommended the Australian government update the residency rules and we should see this play out in the next year or two. We also run through the mechanics of actually notifying the ATO that you are now a non-resident and the crucial steps you need to follow.In this episode we run through the following topics:•How do I become a non-resident for tax purposes with the ATO?•What are the new residency rules and how do they apply to current and future Australian expats?•What is the process of notifying the ATO that I have permanently left Australia and become a non-resident for tax purposes?Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and tenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the lessons we learned in 2023 and how to make the most of the opportunities in 2024.Looking back on 2023 investors were trying to navigate markets that were fixated on hard and soft landings in the world economy's and unfortunately many investor chose to sit on the sidelines due to the uncertainty which resulted in them missing out on a great year of returns.So how do investors avoid repeating this experience? The stay disclined, ensure they are appropriately diversified and their their investment portfolio is positioned for the years to come, not what happened in previous years.In this episode we run through the following topics:•What re the lessons from 2023?•Why time in the market, rather than timing the market, is important?•The pros and cons of putting money into a offset account versus investing it in shares.•Why a disciplined investor of any asset gets the best result.•What is recency bias and why a cyclical market means that vigilence must be maintained when managing your portfolio.Links that we discussed in this episode include:• Upcoming events - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and ninth episode of the #Expatchat podcast and the first one for 2024 where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the lessons we learned in 2023 and how we can use that in the coming year to our advantage.We also run through some questions that have been posted in our Australian Expat Financial Forum Facebook group which you can join if you are not laready a member in the link below.The 2023 calendar year had it all with worldwide discussions about hard landings, interest rate movements, recessions and the conflict between Israel and Hamas.One of the things it did teach us was that if the above list deterred you from investing or staying invested you would have lost out from some healthy returns in the market as investors looked past this towards a future of reducing interest rates, inflation settling and hopefully a peace deal in the Middle East.In this episode we run through the following topics:•What are some of the takeaways from 2023?•Did investors make money in 2023?•Question time from our members in our Facebook groupLinks that we discussed in this episode include:• Upcoming Webinars - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we do a recap on the 2023 calendar year and discuss the major topics that expats had to deal with.This year we had a wide variety of geo-political events combined with the world economies exercising their monetary and fiscal policies to curb the inflation most economies have been experiencing.In this episode we run through the following topics:•What are some of the takeaways from 2023?•Whereto for investors in 2024?•What are interest rates going going to do over the next 12 months?•Will we see the new tax residency rule changes come into effect?Links that we discussed in this episode include:• Upcoming Webinars - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about when does an Australian expat need to lodge a tax return.There is a lot of conflicting information out there about this topic which causes the confusion amongst expats and the answer is that some Australians do need to lodge tax returns whilst others don't.Typically you are taxed in Australian on what is called Australian sourced income (for example rental income, termination payouts, deferred income from employer shares etc) so if you have earned this type of income you will have to lodge a tax return.In this episode we run through the following topics:•Does an Australian expat need to lodge a tax return?•What qualifies as Australian sourced income?•What if my trading platform or bank does not know I am overseas?•Is a HECS/HELP debt lodgement the same as a tax return?Links that we discussed in this episode include:• Upcoming Webinars - https://atlaswealth.com/events• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we revisit the topic of the Main Residence Exemption and the confusion amongst Australian expats that still surrounds the changes that came into play on the 1st of July 2020.With many Australian expats owning property when they leave Australia, especially their former principle place of residence, how this asset is treated when you are a non-resident for tax purposes is completely different to that of an Australian tax resident.The premise behind the Main Residence Exemption is that you can live in a property that you make your principle place of residence, move out of it and rent the property for up to 6 years and should you chose to sell it in that period you do not pay capital gains tax.However should an Australian expat follow this path not only will they pay capital gains tax when they are a non-resident for tax purposes but they will potentially pay it all the way back to the day that they purchased it, not when they left the country.In this episode we run through the following topics:•How does the Main Residence Exemption work?•How do the changes in 2020 affect Australian expats?•Sample scenarios of Australian expats retaining or selling their former principle places of residence.Links that we discussed in this episode include:• Upcoming Webinars - https://atlaswealth.com/events• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about where Australian expats should direct their surplus cash - to their super fund, pay off their mortgage, in a investment account or put it into a term deposit.The answer maybe one, two or all of the above and what you chose will be dictated based on your liquidity requirements as well as the intentions of the funds.The other large considersation are the tax consequences. Paying off your mortgage may make you feel good but what about when you get the tax bill at the end of the financial year.What are the tax implications of either strategy?In this episode we run through the following topics:•Pros and cons of putting money in superannuation•Pros and cons of paying off a mortgage or putting excess funds in a offset account?•Pros and cons of setting up an investment account•Pros and cons of putting money in a term depositLinks that we discussed in this episode include:• Upcoming Webinars - https://atlaswealth.com/events• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about foreign pensions and what Australian expats need to know when managing and repatriating them.Many Australians will accrue some form of foreign pension when they live and work overseas, whether it is a 401k, Canadian RRSP, UK pension, End of Service Benefit, Provident Fund and many others.But what can cause confusion is what should you do with them when you are looking to move back to Australia. Do you leave them where they are or should you try and move them home?What are the tax implications of either strategy?In this episode we run through the following topics:•What is the ATO's position on foreign pensions?•Do you move them back before you return or later on?•What are the tax implications of either strategy?Links that we discussed in this episode include:• Upcoming Webinars - https://atlaswealth.com/events• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we answer some questions that have been posted on our Australian Expat Financial Forum Facebook Group.The Facebook group is a great place for Australian expats to ask their questions as well as share information when it comes to managing their finances when living overseas.With over 2,500 Australian expats in the group there is a different perspective for many of the locations that Australians live.In this episode we run through the following topics:•Should you transfer your super fund to the UK?•Do you need to pay tax on your Australian superannuation account when living in the US?•How to manage your tax credits as a expat?•Handling banks when they request your foreign Tax Identification Number (TIN)?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about why timing can make the difference of thousands, tens of thousands and sometimes hundreds of thousands of dollars for Australia expats.The nature of an Australian expat means that we are always moving, sometimes staying in one location longer then the other however what this moving means is that in order to optimise your finances you need to ensure that your timing of events is structured in a way that ensures you don't experience any unintended consequences.Australian expats sometimes fail to understand that by timing different actions at different stages when managing your finances can have a drastic affect on your wealth.In this episode we run through the following topics:•Does it make a difference if I sell or redeem an asset in one country or another?•Doesn't the Double Taxation Agreement protect me from advserse tax events?•Why should I ensure that I am planning 6-12 months out before repatriating to Australia?Links that we discussed in this episode include:• Australian Expat Tax and Finance Briefing Webinar for 2023 - https://atlaswealth.com/news/australian-expat-tax-and-finance-briefing-for-2023-webinar/• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundred and first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we have a guest on Edward Cole from Cross Border Financial Planning USA talk about a general overview of what Australian expats need to know and understand about US Retirement accounts and the exit tax.Every year many Australian head over to the US on an E3, L1 or Green card visa. Understanding your retirement options is paramount for long term planning, especially with no one paying in your superannuation any more. We deep dive into different strategies around taxable accounts when it comes to forming a long term investment strategy. We discuss the shift to moving overseas back to Australia and how the exit tax might apply.In this episode we run through the following topics:•Different types of investment accounts: - Types of investment accounts in the US - How they differentiate from the US retirement accounts - How capital gains tax can apply to selling different investments. - How taxable accounts paly a part in a broder investment plan•The change and transition back to Australia: - What happens if someone moves back to Australia - The Exit Tax and the impact of the HEART Act - Who does it apply to and what you need to be mindful of - Is renouncing US citizenship the right decision for you and what that means for long term US Estate taxes.Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the one hundredth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the importance of wills and enduring powers of attorneys (EPOA's) for Australian expats.When we move overseas it is quite easy to forget about what would happen to our estates should the worst occur - a death of you or a loved one in the family.However its not until you are experiencing such a troubling time that you wished that these matters were addressed beforehand.Statistically speaking not many Australian residents have wills and the number of expats we meet are even less which is cause for concern.In this episode we run through the following topics:•Do I need to have a will as a Australian expat?•Do I need to have a will in each country that I hold a asset in?•If I am a beneficiary of a will and live overseas how will this be treated?Links that we discussed in this episode include:• Inheriting assets as a expat - https://atlaswealth.com/news/considerations-for-expats-inheriting-australian-assets/• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninety ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about why some expats manage their finances when they move abroad like they are playing monopoly.We saw a funny post on instagram the other day that said:"Imagine playing monopoly and never buying any assets or investments that generate income.Imagine you just went around collecting $200, giving your money to the rich and trying to stay out of jail".After reading this we thought that a lot of Australian expats chose to live their expat life like this, throwing away a great opportunity not only to travel and enjoy a great adventure but also to return to Australia with more money in the bank then when you left.In this episode we run through the following topics:•Why should Australian expats care about their finances?•What they can do to improve their situation?•What are some easy wins to make their time overseas successful financially?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninety eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about when should a Australian expat start planning for retirement.When Australians move overseas quite often their superannuation fund and the mechanisms behind saving for retirement tend to fall by the wayside as they focus on building their wealth using other vehicles. What a lot of people don't realise is that when they are living overseas and they are not contributing at least 10% of their income to superannuation unless they are saving this amount elsewhere they could be financially disadvantaged compared to their colleagues back in Australia.In this episode we run through the following topics:•Do I need superannuation if I am not retiring to Australia?•Can I contribute to my superannuation just before I retire?•What structures should I consider when retiring?•Can I utilise foreign pensions and social security?Links that we discussed in this episode include:• Tax Residency and Financial Planning Seminars in Dubai and Abu Dhabi - https://atlaswealth.com/events/• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninety seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about what Australian expats need to consider when they are looking to retire overseas and draw upon their superannuation account as a account based pension (ABP).All depending on what country to intend to retire in will depend on whether there will be any local taxes applied to your allocated pension.The Australian superannuation system is unique when you compare it to savings plans and pensions around the world and it is one of the reasons why there maybe confusion overseas on whether it should be taxed or not.In this episode we run through the following topics:•How is super taxed in Australia when you retire?•Can a Double Taxation Agreement (DTA) assist or hinder your retirement income?•Are Australian government employees treated differently compared to other superannuants?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninety sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we have a guest on from Cross Border Financial Planning USA. Edward Cole talks about a general overview of what Australian expats need to know and understand about US Retirement accounts.Every year many Australian head over to the US on an E3, L1 or Green card visa. Understanding your retirement options is paramount for long term planning, especially with no one paying in your superannuation any more. We deep dive into what your options are, the different types of tax treatment, and contribution caps as well as what it all means when you begin withdrawing from these accounts later in life.Discussion Points on Todays Podcast Episode In this episode we run through the following topics:Basics and Eligibility:•Can you explain the basic differences between traditional IRAs, Roth IRAs, and 401(k)s?•As an Australian expat, am I eligible to contribute to these accounts?•Are there any restrictions or special considerations for non-US citizens?Contribution Caps:•What are the annual contribution limits for IRAs and 401(k)s?•How do catch-up contributions work if I'm over 50?•Can I contribute to both an IRA and a 401(k) in the same year?Tax Treatment:•How are traditional IRAs, Roth IRAs, and 401(k)s taxed upon contribution and withdrawal?•Are there any tax treaties between the US and Australia that might affect the taxation of these accounts?Withdrawals and Penalties:•What are the rules for withdrawing money from these accounts before retirement age?•Are there any penalties for early withdrawal, and can they be avoided under certain circumstances?•How do Required Minimum Distributions (RMDs) work?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninety fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about the recent release of our Australian Expat Relocation Guide series, with the first destination being Dubai, as well as answering some questions that were recently asked in our Australian Expat Financial Forum Facebook Group.
Home to almost 16,000 Australian expats, the United Arab Emirates has become a popular destination for Australian expats, with the majority living in the key cities and emirates of Dubai and Abu Dhabi.
Over 1/3 of the world’s population lives within a 4-hour flight from Dubai. Centrally located between Europe, Asia and Africa, Dubai has become one of the world’s most important trading ports and hubs.
With recent UAE Government changes initiatives have been launched to attract the world to come and live in Dubai.
But Dubai and the UAE are different to Australia, in many ways, and we hope with this Guide you will be able to make informed decisions on whether Dubai is right for you and your family.
From our regional head office located in the Dubai International Financial Centre (DIFC), Atlas Wealth Management is the only Australian firm located in the region that is dual licensed and holds an Australian Financial Services License with the Australian Securities & Investment Commission (ASIC) as well as a license with the Dubai Financial Services Authority (DFSA).
Atlas Wealth Management is proud to provide this guide to the Australian expat community so they know how a move to Dubai may affect them both personally and financially and how to make this relocation a success.
In this episode we run through the following topics: • Launch of the Relocation Guide for Dubai and why we have done it? • Facebook Group members Q&A
Links that we discussed in this episode include:
• Australian Expat Relocation Guide Dubai Edition release - https://atlaswealth.com/news/launch-of-the-dubai-relocation-guide-for-australian-expats/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninety fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the upcoming referendum that is being held in Australia next month and whether an Australian expat can and should vote.According to the Australian Electoral Commission (AEC) an Australian expat is eligible to vote as an Overseas Elector as long as they are an Australian citizen over the age of 18 and are intending to return to Australia within the next 6 years.The next question is whether an Australian expat should vote and here we are not referring to them exercising their right to vote but moreso will it cause further complications with respect to their claim of being a non-resident for tax purposes with the Australian Taxation Office (ATO).Under the current tax residency rules if you were to vote the question of whether you would be classified as a tax resident is very grey and is one of the reasons the proposed tax residency have been recommended.In this episode we run through the following topics:• Can a Australian expat register to vote?• How does a Australian expat vote?• Where can a Australian expat vote?• Will voting as a Australian expat affect my non-residency status with the ATO?Links that we discussed in this episode include:• Proposed Changes to Expat Tax Residency Rules - https://atlaswealth.com/news/changes-to-the-australian-tax-residency-rules-affecting-expats/• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninety third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about what you need to consider when you are looking to leave Australia and move overseas to join the expat ranks.
According to the Australian population clock one Australian resident is moving overseas permanently to live every 2 minutes and 12 seconds which means that Australians are embracing the expat life after the Coronoa virus halted those movements.
Whether you have been working in Australia for 5 years or 15 years you would have accumulated some assets and making that move overseas can complicate your understanding of how to manage those assets due to the different rules you need to consider.
There is also a fair bit of housekeeping you need to do before you move overseas but the good news is that not all of this has to be done before you jump on the plane and some of it can be done after you leave.
In this episode we run through the following topics: • What happens to my super when I become an expat? • What should I do with my private health insurance? • What are my tax obligations to the ATO? • Should I remain on the electoral roll in Australia? • Do I keep my Australian drivers license? • Can I use Medicare as a Australian expat? • Do I have to update my address with banks and brokerages? • What is deemed disposal?
Links that we discussed in this episode include:
• Proposed Changes to Expat Tax Residency Rules - https://atlaswealth.com/news/changes-to-the-australian-tax-residency-rules-affecting-expats/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninety second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about the recent weakness of the Australian dollar, what causing it and where it maybe going in the future.
It would be virtually impossible to meet an Australian expat who isn't affected by a currency exchange rate movements and there is a good chance that they would be able to quote you the current exchange rate to their local currency.
What the Australian dollar, as well as other currencies, do on the foreign exchange market can determine a wide range of decisions for Australian expats, including whether to move money back to Australia, whether to hold off buying a house and if it maybe a good time to repatriate.
So where is the Australian dollar going in the future and what do Australian expats need to keep an eye on to determine what may change its course.
In this episode we run through the following topics: • Where is the Australian dollar trading right now compared to other currencies? • What causes the Australian dollar to increase or decrease? • What is on the horizon for the Australian dollar and where could it go?
Links that we discussed in this episode include:
• Proposed Changes to Expat Tax Residency Rules - https://atlaswealth.com/news/changes-to-the-australian-tax-residency-rules-affecting-expats/ • Treasury Consultation Paper - https://treasury.gov.au/consultation/c2023-205344 • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninety first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we provide an update on the latest developments with respect to the proposed changes to the tax residency rules affecting Australian expats.
After there was no mention of the proposed changes to the tax residency rules in the recent Federal Budget the market intepreted this as the changes were to be put on the back burner especially after the Australian Taxation Office released their updated Tax Ruling on non-residency rules for Australian expats.
Fast forward a month and the Australian Treasury department has released a Consultation paper asking for feedback on the Board of Taxations proposed changes.
What does this mean for Australian expats?
In this episode we run through the following topics: • What are the proposed changes to tax residency? • What is the purpose of the consultation paper and how does this work with the expat tax residency changes? • What is the timeframe for the implementation of the proposed changes?
Links that we discussed in this episode include:
• Proposed Changes to Expat Tax Residency Rules - https://atlaswealth.com/news/changes-to-the-australian-tax-residency-rules-affecting-expats/ • Treasury Consultation Paper - https://treasury.gov.au/consultation/c2023-205344 • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the ninetieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we deep dive into consideration in which expats needs to consider when repatriating back to Australia.
This might involve the timing of key decisions, like selling assets or transferring assets and tax might play into this too.
Some of the broader topics we discussed in todays episode was the repatriation considerations around different types of asset we often accumulate while residing overseas for several years.
These might be shares, savings, foreign pensions, and property just to name a few.
In this episode we run through the following topics: • Timing considerations when looking to return back to Australia and how residency is a factor • Deemed acquisition and how it applies to shares and maybe property • The concessions we can access again when back in Australia and what that means for overseas assets • Foreign pensions, are they all the same or do some get treated more favourably by the ATO.
Links that we discussed in this episode include:
• Atlas Events - https://atlaswealth.com/events/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about the different conversations we have had with clients over the last week, with a wide range of topical issues being discussed this helps provide some insight into many expats having the same problems or same issues on their minds.
We cover some broad topics into todays episode with the deep dive into CGT on the main residence with a twist of it being overseas, the important of having a will in place and whether you can choose what residency might be right for.
Plus we discuss briefly the recent change to the RBA and what it means going forward.
In this episode we run through the following topics: • Selling an overseas main residence and how capital gains tax is evaded or whether it applies due to the MRE. • Is it better to keep your residency in tax or become a non-resident of Australia. • The importance of ensuring you have a Estate plan in place and so does your parents. • The proposed changes by the RBA • Tradeoffs of E3’s versus a Green card.
Links that we discussed in this episode include:
• Atlas Events - https://atlaswealth.com/events/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about the new super changes which are now in effect for the 2024 financial year. These changes impact current contribution amounts and caps, superannuation balances as well as what we can have in account based pension mode.
The recent changes allow Australians to get more into their Superannuation funds, which is great news yet indexation was not applied to a lot of contribution types.
We also discussed the notion of ‘Use it or lose it’ which applies to the catch up concessional contribution strategy, which has been in place since the 2019 financial year.
Lastly, the downsizer contribution eligibility age has now been dropped to 55, which gives expats a greater chance to boosting super before age 60.
In this episode we run through the following questions:
• What the Transfer Balance Cap (TBC) is? • The changes applying to the TBC and what it means for those last minute contributions. • What the indexation means for the Concessional and Non-Concessional contribution caps? • An example of the catch-up concessional contribution strategy in practice • How the downsizer contribution operates and what the opportunity means for expats, as well as a brief client example.
Links that we discussed in this episode include:
• Atlas Events - https://atlaswealth.com/events/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we threw the topic over to ChatGPT to give us a list of the most commonly asked questions by Australian expats.
Over the next three episodes we will be running through some of the questions that ChatGPT has highlighted and shining some light on the topics of expat tax, tax returns, tax obligations, currency transfers, contributing to superannuation and many more.
In this episode we run through the following questions:
• What are the implications of buying property in Australia as an expat? • How can I plan for my children's education expenses while living overseas? • What are the potential financial pitfalls or challenges I should be aware of as an Australian expat? • Are there any specific financial planning strategies or tools that can benefit Australian expats? • How can I manage currency exchange fluctuations and minimize the impact on my finances?
Links that we discussed in this episode include:
• Financial considerations for Expats before 30 June - https://atlaswealth.com/news/financial-considerations-for-expats-before-june-30/ • Atlas Events - https://atlaswealth.com/events/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we threw the topic over to ChatGPT to give us a list of the most commonly asked questions by Australian expats.
Over the next three episodes we will be running through some of the questions that ChatGPT has highlighted and shining some light on the topics of expat tax, tax returns, tax obligations, currency transfers, contributing to superannuation and many more.
In this episode we run through the following questions:
• What are the investment options available to Australian expats, and how can I manage them effectively? • How do I ensure that I'm maximizing my retirement savings while living abroad? • Are there any tax treaties between Australia and my current country of residence that can help me avoid double taxation? • Should I maintain an Australian bank account while living overseas, and how can I manage it effectively? • How can I protect my assets and investments in Australia while living abroad?
Links that we discussed in this episode include:
• End of Financial Year Tax Tips Webinar - https://atlaswealth.com/news/2023-end-of-financial-year-tax-tips-webinar-expat-edition/ • Financial considerations for Expats before 30 June - https://atlaswealth.com/news/financial-considerations-for-expats-before-june-30/ • Atlas Events - https://atlaswealth.com/events/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
We've had a bit of a break as James was on a well deserved break and the offices are very busy at the moment with the end of the financial year fast approaching.
In today's Expat Chat we threw the topic over to ChatGPT to give us a list of the most commonly asked questions by Australian expats.
Over the next three episodes we will be running through some of the questions that ChatGPT has highlighted and shining some light on the topics of expat tax, tax returns, tax obligations, currency transfers, contributing to superannuation and many more.
In this episode we run through the following questions:
• Should I continue to file tax returns in Australia while living abroad? • How can I minimize my tax obligations as an Australian expat? • What are the tax implications of receiving income from both Australia and my current country of residence? • How can I transfer money between Australia and my current country of residence with minimal fees? • Can I still contribute to an Australian superannuation fund while living overseas?
Links that we discussed in this episode include:
• End of Financial Year Tax Tips Webinar - https://atlaswealth.com/news/2023-end-of-financial-year-tax-tips-webinar-expat-edition/ • Financial considerations for Expats before 30 June - https://atlaswealth.com/news/financial-considerations-for-expats-before-june-30/ • Atlas Events - https://atlaswealth.com/events/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
We've had a bit of a break as James was on a well deserved break and the offices are very busy at the moment with the end of the financial year fast approaching.
In today's Expat Chat we threw the topic over to ChatGPT to give us a list of the most commonly asked questions by Australian expats.
Over the next three episodes we will be running through some of the questions that ChatGPT has highlighted and shining some light on the topics of expat tax, tax returns, tax obligations, currency transfers, contributing to superannuation and many more.
In this episode we run through the following questions:
• Should I continue to file tax returns in Australia while living abroad? • How can I minimize my tax obligations as an Australian expat? • What are the tax implications of receiving income from both Australia and my current country of residence? • How can I transfer money between Australia and my current country of residence with minimal fees? • Can I still contribute to an Australian superannuation fund while living overseas?
Links that we discussed in this episode include:
• End of Financial Year Tax Tips Webinar - https://atlaswealth.com/news/2023-end-of-financial-year-tax-tips-webinar-expat-edition/ • Financial considerations for Expats before 30 June - https://atlaswealth.com/news/financial-considerations-for-expats-before-june-30/ • Atlas Events - https://atlaswealth.com/events/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk incorrect assumptions that Australian expats make when managing their property back home.Owning property is a core part of an Australians wealth building strategy however when they move overseas sometimes they will assume that the same rules apply even though they are a non-resident for tax purposes or alternatively they will rely on sources who may not be fully aware of the rules and regulations or that they may have changed in recent years.Since May 2012 the Australian government has made a number of changes to the tax laws as they relate to Australian expats and when it comes to managing your financial affairs even the smallest mistake can cost you a lot of money.In this episode we run through the following topics:• How does the tax treatment work when a property is a mixture of investment and principle place of residence?•When considering selling the property am I better off waiting until I get home?•Client case studies of when things go wrong Links that we discussed in this episode include:• 2023 Australian Federal Budget Seminar in Abu Dhabi - https://atlaswealth.com/news/2023-australian-federal-budget-seminar-in-abu-dhabi/• 2023 Australian Federal Budget Seminar in Dubai - https://atlaswealth.com/news/2023-australian-federal-budget-seminar-in-dubai/• Atlas Events - https://atlaswealth.com/events/• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk incorrect assumptions that Australian expats make when managing their property back home.Owning property is a core part of an Australians wealth building strategy however when they move overseas sometimes they will assume that the same rules apply even though they are a non-resident for tax purposes or alternatively they will rely on sources who may not be fully aware of the rules and regulations or that they may have changed in recent years.Since May 2012 the Australian government has made a number of changes to the tax laws as they relate to Australian expats and when it comes to managing your financial affairs even the smallest mistake can cost you a lot of money.In this episode we run through the following topics:• How does the tax treatment work when a property is a mixture of investment and principle place of residence?•When considering selling the property am I better off waiting until I get home?•Client case studies of when things go wrong Links that we discussed in this episode include:• 2023 Australian Federal Budget Seminar in Abu Dhabi - https://atlaswealth.com/news/2023-australian-federal-budget-seminar-in-abu-dhabi/• 2023 Australian Federal Budget Seminar in Dubai - https://atlaswealth.com/news/2023-australian-federal-budget-seminar-in-dubai/• Atlas Events - https://atlaswealth.com/events/• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about how does an Australian expat manage their financial affairs when they are unsure if they are definately moving back to Australia and if they are when that maybe.Many Australian expats who move overseas maybe do not have a definite timeframe as to when they will move back to Australia, if at all but this should not step them ensuring they have a properly documented strategy when it comes to managing their finances overseas. Change is a constant in life and when you become an expat the amount of change can be greater then that what is experienced by someone living back in Australia.Many Australian expats can fall into the trap of doing nothing with their money when there is so much uncertainty however this can often lead to analysis paralysis and in turn undesirable financial outcomes.In this episode we run through the following topics:• What happens if I don't return to Australia?•How to play the probability game when managing your financial affairs?• What should an Australian expat do who is undecided? Links that we discussed in this episode include:• Atlas Events - https://atlaswealth.com/events/• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about the different types of tax concessions available to Australian property owners and whether Australian expats eligible for any of them.The Australian property sector is a large contributor to the Australian economy and to keep it appealing to investors both the federal and state governments off tax concessions to property owners.However since 2012 there have been a number of changes to the tax legislation that has precluded Australian expats for taking advantage of these concessions and in turn reduced the appeal of investing in Australian property.In this episode we run through the following topics:• What is a tax concession?•What is the Main Residence Exemption?• What is the 50% capital gains tax discount?• What tax concessions are available to Australian expats?Links that we discussed in this episode include:• Property Webinar - Managing An Australian Mortgage & Property Portfolio in 2023 - https://attendee.gotowebinar.com/register/111625049445934942?source=Podcast• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the eighty first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about the different styles of investing and what may or may not be suitable for you as a expat.Ever since the stock market was invented there has always been a lot of debate as to what is the best strategy to invest - passive investing, active investing, thematic investing and many others.At the end of the dayit really comes down to what type of investor you are and what you are trying to achieve.In this episode we run through the following topics:• What is passive investing?•What is active investing?• What is thematic investing?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the eightieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about exit taxes and how expats are often surprised about these charges when leaving a country.An exit tax is a tax on persons who cease to be tax resident in a country. This often takes the form of a capital gains tax against unrealised gain attributable to the period in which the taxpayer was a tax resident of the country in question.In this episode we run through the following topics:• What is an exit tax?•What is deemed disposal?•What are some of the countries that have exit taxes?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventy ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about whether now is the time for an Australian expat to purchase a property in Australia.With the recent pullback in property we are seeing a lot of property spruikers saying now is the time to buy but is it?The performance of the property market in the earlier part of this year surprised some with the sell off abating and this has been seen by some in the property industry as a sign that the market is turning however we liken it to that great saying of "one swallow doesn't make a winter" just like one month of positive returns doesn't mean the selling is finished.There are still many headwinds in the property market which include rising interest rates, rising inflation and the reset of over 800,000 fixed rate mortgages to variable rate mortgages in the coming months.In this episode we run through the following topics:• When should I purchase a property?• Has the sell off finished or is there more to come?• Does proeprty make sense as a investment strategy for Australian expats?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventy eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about what an Australian expat needs to consider when they're looking to return to Australia and would like to sell assets they have accumulated overseas.They say timing is everything and this could not be more true when you live overseas and are planning a repatriation back to Australia.Sometimes the difference of selling an asset before you go or after you arrive in Australia can run into the tens and sometimes hundreds of thousands of dollars in tax.In this episode we run through the following topics:• How does a asset sale get affected by the type of asset?• Should I sell before or after I return to Australia?• Can I use the Main Residence Exemption (MRE) when I return to Australia?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventy seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about the sensitive topic of inheritances, both being received by Australian expats as well as when a Australian expat passes away overseas.We are currently in the largest wealth transfer in history as the assets accumulated by the baby boomers are transferred to their respective family members however how does this change for those Australians living overseas?Living overseas and receiving an inheritance as an Australian expat has its own difficulties and we hope that this episode today makes the process easier to understand and execute.In this episode we run through the following topics:• How does a inheritance work from a tax point of view?• Can I access the Main Residence Exmeption when inheriting property as a Australian expat?• How does a inheritance work from a tax point of view?• What is a K3 event and why do Australian expats need to consider this?Links that we discussed in this episode include:• What Happens To An Australian Expats Estate If They Die Overseas? - https://atlaswealth.com/news/what-happens-to-an-australian-expats-estate-if-they-die-overseas/• Considerations for Expats Inheriting Australian Assets - https://atlaswealth.com/news/considerations-for-expats-inheriting-australian-assets/• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventy sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we discuss the rules surrounding transfers to Australian superannuation funds by expats and what limits they need to adhere by.Superannuation is one of the most commonly heald assets by Australian expats, especially if you have previously worked in Australia.However when you move overseas there can be some confusion surrounding super - should I contribute to super as a expat, will contributing to it cause me to become a tax resident of Australia and what are the dollar limits to contributing to super.In this episode we run through the following topics:• Can I contribute to a superannuation fund as a Australian expat?• What are the different types of contributions that I can make?• What are the contribution limits?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/• Atlas Tax details - https://atlaswealth.com/how-we-can-help/expat-tax-accountant/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventy fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we provide an update on the proposed tax residency rules and what sort of timeline Australian expats can expect.For many years Australian expats have been working from the existing Tax Residency rules that have been around since the 1930's.In 2019 the Board of Taxation published the Reforming Individual Tax Residency Rules – A Model for Modernisation report with the aim of updating the tax residency rules which both Australian residents and non-residents comply with.In the May 2021 Federal Budget the uncumbent government at the time introduced the recommendations and set about a pathway for updating the tax residency rules.Since then the silence has been defeaning from Canberra. A tiny mention has been made by the Labor party but certainly no formal policy decisions have been announced. In this episode we run through the following topics:• What is the status of the proposed tax residency changes?• What is the status of the petition that was sent to Canberra?• What is the new draft ruling by the ATO on tax residency?• What do I need to do when notifying the government?Links that we discussed in this episode include:• ATO Draft Ruling on Tax Residency - https://atlaswealth.com/news/ato-releases-draft-ruling-tr-2022-d2-on-tax-residency-principles/• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/• Atlas Tax details - https://atlaswealth.com/how-we-can-help/expat-tax-accountant/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventy fourth episode of the #Expatchat podcast and the first episode for 2023 where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about the key considersations that an Australian citizen needs to take when looking to move overseas and become an Australian expat.They say that one of the most stressful things in life is loving house but moving overseas certainly trumps it. There are so many considersations that an Australian needs to understand when becoming an expat and one of the most important ones is how will the move affect my finances and what if any changes do I need to make.In this episode we run through the key topics that affect most Australians joining the expat ranks.In this episode we run through the following topics:• What are the main considerations when becoming an expat?• How will this move affect my Australian property?• How will this move affect my Australian shares?• What do I need to do when notifying the government?Links that we discussed in this episode include:• Main Residence Exemption Legislation - https://parlinfo.aph.gov.au/parlInfo/search/display/display.w3p;query=Id%3A%22legislation%2Fems%2Fr6024_ems_a4711152-0820-456a-8c3e-3d1129c5a3c3%22• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/• Atlas Tax details - https://atlaswealth.com/how-we-can-help/expat-tax-accountant/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventy third episode of the #Expatchat podcast and the first episode for 2023 where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we go into more detail about a topic that is often discussed on this podcast channel - Dollar Cost Averaging.Dollar cost averging can be a very powerful tool for Australian expats. Whether your transferring funds back to Australia or building a investment portfolio dollar cost averaging enables you to manage your financial affairs in a disclipined manner that removes emotion from the transaction.In this episode we run through the following topics:• What is dollar cost averaging?• Australian expat case study• Audience Q&ALinks that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/• Atlas Tax details - https://atlaswealth.com/how-we-can-help/expat-tax-accountant/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventy second episode of the #Expatchat podcast and the first episode for 2023 where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we open 2023 with a new episode and run through whats to come in 2023, the new office for our Australian team and our exciting new announcement about a new service from the Atlas Wealth Group - Atlas Tax.In 2022 there was a lot going on - Russia invaded the Ukraine, interest rates went from being on record lows to record increases and inflation was proven to not be transatory unlike what the central bank governors around the world were saying in 2021.Fast forward 12 months and we now have interest rates at a more normalised level, inflation is starting to taper in most countries and covid restrictions are almost a after thought for most.We are proud to announce the launch of Atlas Tax, a specialist service providing first-class tax compliance and advisory services to Australian expats.This new division will ensure we can provide full-service, quality expertise to Australian expats around the world, building on our multi-award winning reputation for quality in financial planning, asset management and mortgages.Ben Turner is the Managing Director of Atlas Tax and will lead the team providing tax agent services for our clients.With almost two decades of experience in Big 4 accounting and legal firms advising clients on their expat tax obligations, Ben has worked closely with individual expats as well as major organisations, particularly in the Human Resources and Finance areas, to address remuneration and tax issues affecting the workforce.In this episode we run through the following topics:• Whats to come in 2023?• New office for the Australian team?• Launch of Atlas TaxLinks that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/• Atlas Tax details - https://atlaswealth.com/how-we-can-help/expat-tax-accountant/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventy first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we wrap up the 2023 calendar year as well as answer some audience questions.As we approach the end of the year, interest rates are starting to squeeze households, the war in Ukraine continues, and many world economies may already be in recession.From an investing perspective, it’s likely we’ll be looking forward to welcoming in the fresh start of 2023.Touching on investment matters, we’ve seemingly found some calm among stocks and bonds recently.The housing market has experienced a slowdown across leading indicators such as construction activity, mortgage lending and most recently in sales prices.This was the year when the Fed finally admitted that the highest inflation rate since the early 1980s was not "transitory" in a stunning mea culpa.The Atlas Wealth team will be taking a short break over the Christmas - New Year period and the Dubai office will shut down from the 22nd of December and will return on the 5th of January.We would like to thank you for watching and listening this year and we look forward to delivering new episodes in 2023.In this episode we run through the following topics:• What have we learned through 2023?• What are interest rates doing?• What is the Australian property market doing?• Answering listener questions.Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the seventieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about the United Arab Emirates government has recently issued a resolution that will determine tax residency for natural and legal persons for the first time and is due to come into force on 1 March 2023.Up until recently there was no statutory definition and Australian expats who are resident of the UAE relied upon the availability of an annual lease agreement (including Ejari, where applicable), and a minimum of 180 days of residence in the UAE.Article 4 of the Resolution defines natural persons (individuals) as tax residents in the UAE if one of the following conditions is met: The individual’s usual or principal place of residence is in the UAE and the centre of their financial and personal interests are in the UAE or other conditions prescribed by the minister; or The individual has been physically present in the UAE for a period of 183 days or more in a 12-month period; or* The individual has been physically present in the UAE for a period of 90 days or more over a 12-month period and is a UAE citizen, UAE resident, or GCC national who either has a permanent place of residence in the UAE; or carries out a job or business in the UAE.Where a person is considered a tax resident under either of the definitions outlined above, they may apply to the Federal Tax Authority (FTA) to obtain a Tax Residency Certificate (TRC), which is often a formal requirement for UAE residents wishing to claim benefits under the relevant tax treaty or other forms of tax relief (outside the UAE).With over 16,000 Australian expats living in the UAE this announcement is a positive step in their ability to qualify their election as a non-resident for tax purposes in Australia.In this episode we run through the following topics:• How does a Australian expat in the UAE currently qualify as a tax resident?• What do the new rules mean for Australian expats in the UAE?• How do these new rules tie in with the proposed tax residency rule changes in Australia?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the sixty ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about what is a Double Taxation Agreement (DTA) and how it affects Australian expats.Tax treaties are formal bilateral agreements between two jurisdictions. Australia has tax treaties with more than 40 jurisdictions.A tax treaty is also referred to as a tax convention or double tax agreement (DTA). They prevent double taxation and fiscal evasion, and foster cooperation between Australia and other international tax authorities by enforcing their respective tax laws.You may not have heard of a DTA however with the new proposed tax residency rules they are going to become more important in the every day expats life and will feature more prominently in a Australians expat day to day conversations.In this episode we run through the following topics:• What is a Double Taxation Agreement?• Why do these affect Australian expats?• How do the Double Taxation Agreements work with the new proposed changes to the Tax Residency rules?Links that we discussed in this episode include:• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.Make sure you connect with us on our respective social media channels:Facebook: www.facebook.com/atlaswealthmgmtLinkedIn: www.linkedin.com/company/atlas-wealth-managementTwitter: www.twitter.com/atlaswealthmgmtInstagram: www.instagram.com/atlaswealthmgmt
Welcome to the sixty eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about how different income streams are treated differently when you're a Australian expat living overseas.
When you live in Australia all of your income that you receive (salary, rental income, dividends etc) is bundled together and you are taxed on the agregate amount.
However when you are a non-resident for tax purposes all depending on where the income comes from (e.g. rental property or shares) it will be treated differently.
In this episode we run through the following topics:
• What is the tax rate for non-residents? • How is income from taxable australian property treated? • How is income from non-taxable Australian property treated?
Links that we discussed in this episode include:
• Australian Expat Briefing Webinar - https://atlaswealth.com/news/australian-expat-briefing-webinar-labor-budget-tax-residency-property-currency-and-equity-markets-update/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the sixty seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about the key considersations an Australian expat must make when managing their superannuation as a expat.
Unless you moved overseas just after you graduated high school or university there is a very good chance you have some for of superannuation back in Australia.
For some Australian expats they may have multiple superannuation accounts as they have worked for a number of different employers before moving overseas.
In fact at the 30th of June 2020 around four million Australians held two or more super accounts.
There are a lot of rumours and myths surrounding expats and superannuation and in this episode we want to set the record straight.
In this episode we run through the following topics:
• What laws apply to superannuation? • Can I be classified as a tax resident if I contribute to my super fund? • What is the difference between a SMSF, industry and retail superannuation account? • Are the rules my super fund stipulate applicable to all superannuation account or just mine? • Can I move my super fund to another provider?
Links that we discussed in this episode include:
• Australian Expat Briefing Webinar - https://atlaswealth.com/news/australian-expat-briefing-webinar-labor-budget-tax-residency-property-currency-and-equity-markets-update/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the sixty sixth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we run through what is still to come in 2022.
To date both the market and investors have a lot of information to consume when making investment considersations.
From a change in governments, through to increases in interest rates, the Ukraine invasion, energy shortages and mixed under the spectre of the Covid pandemic.
In this epsisode we run through what is coming up and what Australian expats need to be aware of in the coming months. In this episode we run through the following topics:
• Where are interest rates heading? • What is in stall for the Australian dollar? • What changes may the new Labor government bring through in their mini budget announcement next week?
Links that we discussed in this episode include:
• Australian Expat Briefing Webinar - https://atlaswealth.com/news/australian-expat-briefing-webinar-labor-budget-tax-residency-property-currency-and-equity-markets-update/ • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
In today's Special Episode of Expat Chat we do a call out to all listeners to sign the Tax Residency Petition which closes tomorrow
We recently received approval for an official House of Representatives petition to amend the proposals and need your help. We only have until the tomorrow to get as many signatures as possible and obviously the more signatures we have the more seriously this will be taken.
This will only take 30 seconds of your time and this maybe the only chance in your career to have your say on the tax residency rules. Remember the last time these rules were amended was back in the 1930's. Please sign the petition by clicking on the link below as well as sharing this with your friends and colleagues.
www.aph.gov.au/e-petitions/petition/EN4259
Welcome to the sixty fifth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we answer the question of should an Australian expat transfer their cash to Australian dollar with the recent falls the currency has experienced.
What the Australian dollar is doing and may do in the future is probably the most common conversation topic amongst Australian expats.
With the recent interest rate increases occuring globally combined with investors taking a more conservative approach we have seen the US dollar strengthen against most currencies.
Australian expats who are earning US dollars or currencies pegged to the US dollar like the UAE Dirham, Saudi Riyal, Hong Kong Dollar and Qatari Riyal now is a very enticing time to consider exchanging some funds and converting them to AUstralian dollars. We find that currency risk is one of the major risks that Australian expats experience in their life overseas and by methodically moving funds back to Australian and in turn Australian dollars it means that when it comes time to return home you are not relying on the Australian doillar to be weak at the time.
In this episode we run through the following topics:
• Why is the Australian dollar weak? • Is the Australian dollar weak against all currencies? • Will the Australian dollar fall any lower?
Links that we discussed in this episode include:
• Sign our tax residency petition - https://www.aph.gov.au/e-petitions/petition/EN4259 • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the sixty fourth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we answer a number of questions that listeners have sent in over the past couple of weeks.
If you have a question you would like to ask us please send them in by clicking on the link below.
This is also a reminder for those Australian expats in the UAE to reserve your seat for our upcoming seminars in Dubai and Abu Dhabi next week.
Seats are filling fast so don't miss out.
Details can be found in the links below:
- Dubai - https://www.abcduae.com/index.php/abcd-new-event-details/events/0927_AWM.html
- Abu Dhabi - https://ausbg.glueup.com/event/australian-expat-briefing-63627/ If you have a question regarding tax, mortgages, investments or superannuation this is a must attend event.
Making the decision to leave Australia for new opportunities abroad is made for various reasons and at various times in our lives.
Usually, the plan is to spend a few years abroad and come home in a better place financially than when we left, but this is not always the case, and is often a hotly debated topic in the chat rooms in Dubai and Abu Dhabi.
Whether you have lived abroad for decades, are fresh off the plane, or somewhere in between, this is the session you don't want to miss.
Covering everything from Australian tax, super, FX, mortgages, retirement, repatriation, deemed disposal, and plans around the proposed residency changes, there is something for everyone! In this episode we run through the following topics:
• Maintaining tax residency with Australia when living overseas • Australian expats buying ETF's • Dubai property market
Links that we discussed in this episode include:
• Sign our tax residency petition - https://www.aph.gov.au/e-petitions/petition/EN4259 • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the sixty third episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss the proposed tax residency change and how we need to band together as Australian expats by providing as loud a voice as possible to Canberra.
Most Australian expats are aware of the proposed tax residency rule change and the dreaded "45 day rule". We recently received approval for an official House of Representatives petition to amend the proposals and need your help. We only have until the 5th of October to get as many signatures as possible and obviously the more signatures we have the more seriously this will be taken. We don't often ask of anything from our social media community but please share this post with as many people as possible and lets band together to make sure the Australian expat community voice is heard.
In this episode we run through the following topics:
• What is the proposed tax residency change petition? • How does a House of Representatives petition work? • How long do Australian expats have to sign the petition?
Links that we discussed in this episode include:
• Sign the petition - https://www.aph.gov.au/e-petitions/petition/EN4259 • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the sixty second episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss whether an Australian expat should buy a property as a principle place of residence when living overseas.
Australians have always had a love affair with property and one of the most commonly asked questions is whether they should buy a property overseas when they become an expat.
And the short answer to this is that it will depend on a number of circumstances including whether you are able to buy a property as a foreign citizen, your time in the country, and whether it makes financial sense.
A number of countries provide incentives to buy a property to live in as your principle place of residence however that reason alone should not be the deciding factor as to whether you do or don't.
In this episode we run through the following topics:
• What is the easiest way to work out whether I should buy a property as a Australian expat? • What are the tax implications of buying a property overseas to live in as a principle place of residence? • What are some of the pitfalls of buying a property overseas as a expat?
Links that we discussed in this episode include:
• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the sixty first episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss how dividends are treated for those Australian expats who receive them as a non-resident for tax purposes.
Share ownership by investors has grown dramatically over the last 20 years however there is a difference when you hold shares as a tax resident of Australia versus as a non-tax resident.
Your country of residence will also affect how much non-resident withholding tax you may be liable to pay.
Share ownership as a non-resident can be a very powerful wealth creation tool for Australian expats as they are treated as non-taxable property and don't accrue capital gains tax (CGT).
However you need to construct your portfolio with a international mindset to not only maximise dividend income but also franking credits which are invaluable to Australian expats.
In this episode we run through the following topics:
• How do franking credits work for Australian expats? • When a Australian expat receives a dividend are there any income taxes? • Why does the country that I reside in determine the tax rate?
Links that we discussed in this episode include:
• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the sixtieth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss what regions and countries are Australian expats moving to.
With Australian borders now open we have seen a influx of people leaving but where are they moving to?
According to the Australian Bureau of Statistics' Population Clock one Australian resident is leaving to move overseas long term every 1 minute and 13 seconds.
Not only are we seeing many people leave Australia but also a lot of existing Australian expats moving countries.
The most notable inter-country moves we are seeing is from Asian countries like China, Hong Kong and Singapore to the Middle Eastern centres like Dubai, Abu Dhabi and Riyadh.
In this episode we run through the following topics:
• What are the most popular countries for Australian expats at the moment? • Why are these countries more appealing then others? • We answer a listener's question that was sent in?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fifty ninth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss the key considersations that either a Australian resident or Australian expat need to know if they're considering to chose a life overseas in their retirement.
We all work very hard in our careers in order to enjoy a comfortable retirement and a lot of people are chosing to spend some or all of that time overseas.
However retiring to a foreign country is not like picking a different city or state in Australia.
There are a mutliide of considerations like how are you going to legally reside in that country (e.g. what type of visa), what country should you consider from a tax residency point of view and what changes do I need to be aware of with my Australians assets when I jump on the plane.
In this episode we run through the following topics:
• What are the Visa and residency considerations? • What do I need to know about how a move overseas will affect my Australian property including my Princple Place of Residence(PPR)? • What should I be aware of when managing my superannuation fund and living overseas? • Are there any strategies I need to consider before jumping on the plane?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fifty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we continue our theme of financial considerations that US based Australian expats need to consider and talk about investment considerations that they need to make when managing their wealth.
The term Passive Foreign Investment Company (PFIC) is a phrase that many Australian expats maybe unaware of but it is crucial that they learn about it if they are looking to manage their investment and/or growth their wealth living in the United States.
The US is almost famous for their quirky tax laws when compared to other countries and the rules surrounding investment consideration are no different for Australian expats.
Whilst there maybe a number of financial and tax incentives in the US to participate in these retirement plans its important that Australian expats understand how they work, and if you are considering cashing them in when you are leaving the US, what are the considerations.
In this episode we run through the following topics:
• What is a PFIC? • What tax considerations do Australian expats need to consider when holding PFIC's? • How do you avoid the complications of holding a PFIC? • What is the difference between a employee benefits trust and foreign grantor trust?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fifty seventh episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about the key issues surrounding US retirement accounts that Australian expats who move to the US need to consider and understand.
Many Australian expat destinations offer their own version of a retirement account and the US is no different.
Whether its a 401k, ROTH IRA, or a Back Door IRA Australian expats will be offered to participate in these when they are employed by a US company.
Whilst there maybe a number of financial and tax incentives in the US to participate in these retirement plans its important that Australian expats understand how they work, and if you are considering cashing them in when you are leaving the US, what are the considerations.
In this episode we run through the following topics:
• What is a IRA? • How does a 401k differ from a ROTH IRA? • How does the taxing element differ from the traditional Australian super funds? • Are you better off redeeming the 401k/IRA whilst you are a US resident or a Australian tax resident?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fifty sixth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about can an Australian expat move back and forth from Australia should they realise either their move home wasn't successful or they have received a new job opportunity overseas that means they would like to join the expat ranks again.
Due to Covid we saw a large number of Australian expats move back to Australia either through job loss or health concerns however now with borders reopening those who once considered themselves a Australian expat are considering their options again overseas.
Unfortunately when it comes to moving back and forth managing your taxes and finances isn't as simple as booking your flight overseas or home.
In this episode we run through the following topics:
• Can a expat move back home then move back overseas again? • What implications do the proposed new tax residency have when considering moving back and forth? • What shouldn't I do with my finances If I think I may move back overseas after returning to Australia?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fifty fifth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about what an Australian expat needs to be aware of when moving into a investment property when returning back to Australia and the property has never been lived in before by that expat.
Many Australian expats have bought a property back in Australia as a investment with a view to moving into it when they return to Australia however what are the tax ramifications of doing this?
The tax laws applying to a investment property held by a Australian expat has changed a number of times since 2012 when the Australian government removed the eligibility of Australian expats to access 50% capital gains discount (CGT)on a property that has been held for longer than 12 months.
In this episode we run through the following topics:
• Is an expat eligible for the 50% CGT discount? • How is the capital gains tax liability calculated? • Do I need to get a valuation done when I move into the property? • How does the pro-rata system work when calculating capital gains tax? • If I move back into the property as my principle place of residence does that reset my CGT liability?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fifty fourth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about what causes a bear market to turn into a bull market.
We've all seen the headlines over the past three months with share markets around the world being sold off on the fears of a recession.
The technical categorisation of a bear market (20% fall in value) has occurred (in the United States at least)and investors, including Australian expats, are wondering is now the time to invest.
As we run through in this episode there are a number of catalysts that may cause a bear market to turn into a bull market, sometimes solely and other times requiring a multitude of events though not always at the same time?
In this episode we run through the following topics:
• What is a definition of a bear market? • Is now the time to start buying? • How do company earnings announcements affect the market? • How do we know when we're out of the bear market? • Should you wait for inflation to peak before investing? • Do interest rates affect the market?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fifty third episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about where to next for the Australian dollar.
With the recent weakness of the Australian dollar against the US Dollar many Australian expats (especially those who earn their salary in either USD or a currency pegged to the US Dollar) are wondering does it have further to fall and/or should they be transferring funds to USD.
The recent risk off strategy with investors has meant that the USD Index is currently trading at a 20 year high but what does that mean for other currencies like the Pound, Euro, Yen and many other currencies?
In this episode we run through the following topics:
• What’s causing the weakness in the Australian dollar? • How is the US Dollar performing against other currencies? • What does a risk off approach mean? • How does a recession affect the currencies? • How do interest rates work with the currencies? • Is there more volatility to come with the Australian Dollar?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fifty second episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about Singapore's exit tax that is affecting Australian expats when they leave the country with company shares and options.
Singapore is a popular destination for Australian expats with its low tax environment, world class infrastructure and close proximity to Australia.
Estimates are that between 20,000 and 25,000 Australian expats reside in Singapore but unfortunately we're meeting many who are unaware of the exit tax that the Singaporean Inland Revenue Authority are levying on departing Australians.
So what do Australian expats in Singapore need to be aware of before jumping on that plane at Changi airport for the last time?
In this episode we run through the following topics:
• Interest rate update • What is the Singapore exit tax? • Do I need to pay it even if I haven't sold any shares? • How is this calculated? • How quickly do I need to pay this?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fifty first episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we run through the state of play of the Australian economy as we approach the end of the Australian financial year.
To say the last 12 months has been eventful would be putting it mildly.
Between Russia invading the Ukraine, interest rates rising and the world coping with the new Covid norm it certainly has been a lot to take in.
Between covid lockdowns, federal elections and successive interest rate rises by the RBA (with more to come in the next twelve months) both Federal and State Governments have their hands full in managing the states and country.
So what does all of this mean for the Australian Economy, and the three key indices of currency, property and equity markets?
In this episode we run through the following topics:
• End of year wrap up • What are Central Banks doing about inflation around the world? • Are there more interest rate rises coming? • How can I manage my mortgage in a rising rate environment? • What is the view on the Australian economy? • What is the view on the European and UK economy? • What is the view on the Chinese economy? • What is the view on the Australian dollar and currency markets?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • The Australian Economy - End of Financial Year Review Webinar & What Lies Ahead... - https://youtu.be/sGhZTHEQKPc
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the fiftieth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss what Australian expats who hold employee shares in the companies that they currently or previously worked for need to be aware of when we're experiencing volatility in the market like we are right now.
Generally speaking the majority of employees who work for tech companies receive part of their remuneration by why of RSU, ESOP's, options and share appreciation rights which can be great when the market is running and your specific company share price is growing daily.
However over the last couple of months the tech sector has been one of the hardest hit and it has highlighted the risk of concentrating your wealth in one company or sector.
In this episode we run through the following topics:
• What is vesting? • What are the risks of holding one company in your investment portfolio? • If I want to sell some shares when is a good time? • What is dollar cost averaging? • Why is it important to diversify your portfolio?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • The Australian Economy - End of Financial Year Review Webinar & What Lies Ahead... - https://attendee.gotowebinar.com/register/1613784426167213582 • Managing Your Military Super As An Australian Expat Webinar - https://attendee.gotowebinar.com/register/3815572953287096847
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the forty ninth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss the implications for Australian expats inheriting assets from Australian family members which became more complicated when the Government amended the Income Tax Assessment Act 1997
We are seeing an increasing number of clients grappling with the consequences of the provisions as those from the Baby Boomer generation transfer wealth to their children, which include Australian expats.
We run through the provisions in detail, consider some scenarios and some strategies to mitigate some of more onerous outcomes of the legislation.
With clients in over 40 countries this is one of our most popular topics they like to discuss so we thought we'd share some of our feedback and experience with Australian expats everywhere in this episode.
In this episode we run through the following topics:
• Why a will should be structured differently if a beneficiary is a non-resident? • Does your non-residency status affect the equitable distribution of assets? • What is CGT event K3? • Can beneficiaries of a will agree to amend the distribution of assets to improve the net result?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Estate Planning Blog Article - Considerations for Expats Inheriting Australian Assets - https://atlaswealth.com/news/considerations-for-expats-inheriting-australian-assets/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our forty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss how an Australian expat can maximise their currency transfers when transferring their money between countries and currencies.
One topic that we find all Australian expats love to talk about is foreign exchange - where to get the best rate, what the Australian dollar is going to do, should they transfer money now or later.
With clients in over 40 countries this is one of our most popular topics they like to discuss so we thought we'd share some of our feedback and experience with Australian expats everywhere in this episode.
In this episode we run through the following topics:
• What is the best frequency to transfer money from overseas back to Australia? • How does dollar cost averaging work when making foreign exchange transfers? • What are the different type of currency exchange providers? • If they say no fees does this mean I am getting a good rate? • Why you should not just settle with one provider if the amount that you transfer changes.
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our forty seventh episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss how the recent Labor party victory at the Australian Federal election and how it affects Australian expats.
For most Australian expats it would not come as a surprise (and for some a relief) that the Albanese led government was elected to power in the recent election but what does this mean for Australian expats.
As the Liberal party gets escorted out of office there are a lot of legislative polices that potentially could affect Australian expats with the most notable one being the changes to the tax residency rules.
In this episode we run through the following topics:
• How is the new Labor government different to Labor parties of the past? • Will the new government follow through with the proposed tax residency rule changes? • Will the SMSF rules that the Liberal party proposed in 2021 be enacted by the Labor party? • What qualifications does a Australian expat financial planner need to hold to be able to provide compliant and qualified Australian expat advice? • Australian expat Q&A - we answer a couple of questions that have been submitted through the form below on the topic of managing a property as a expat and whether to use a offset or redraw account to manage cashflows.
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Blog Article on the Change of Government - https://atlaswealth.com/news/what-does-the-new-australian-government-mean-for-australian-expats/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our forty sixth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss can a Australian expat get free financial advice and what are the catches with those who are offering such a service.
For those Australian expats based in the Middle East or Asia they would be well accustomed to the unprompted introductions that they receive from the army of offshore financial advisers or OFA's as they are commonly known as.
You know the sales pitch they run with: don't invest money back in Australia as you will be classified as a resident for tax purposes, investing in superannuation is a condition of tax residency, you need to invest offshore to grow your money and avoid paying capital gains tax both for the duration you are away as well as when you return back to Australia.
And like we have said on many a previous episode these are all lies.
One of their favourite phrases is that the advice won't cost you anything so what is there to lose.
In this episode we run through the following topics:
• What is the difference between a commission versus fee for service? • How does the free advice model work? • What accountability do these offshore financial advisers have? • What qualifications does a Australian expat financial planner need to hold to be able to provide compliant and qualified Australian expat advice?
Links that we discussed in this episode include:
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Cost of receiving upfront financial advice in Australia - https://www.afr.com/companies/financial-services/100-000-quit-financial-advice-as-fees-jump-another-8pc-20220418-p5ae5t
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our forty fifth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss how Australian expats should look at investing during times of volatile markets.
We've all seen the headlines about markets falling over the last couple of weeks but should Australian expats take advantage of the sell off or is there worse to come.
In this episode we run through the following topics:
• Why is the sell off occurring? • Is there worse to come? • Does dollar cost averaging work and why should a Australian expat consider this? • If an Australian expat has a long term view should they be buying? • Why is it important to have a diversified portfolio?
Links that we discussed in this episode include:
• 3 Reasons Not to Sell After a Market Downturn - https://www.investopedia.com/articles/investing/021116/3-reasons-not-sell-after-market-downturn.asp • Get your Australian expat question heard on the podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our forty fourth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss how this weeks announcement of the Reserve Bank of Australia (RBA) lifting the official cash rate from 0.10% to 0.35% will affect an Australian expats assets.
As we discussed in Episode 40 a interest rate rise this month by the RBA was on the cards with the release of inflation data that was a lot higher than both the Federal Government and markets expected.
In this episode we run through the following topics:
• How does much did the RBA raise interest rates by? • What affect will this have on the foreign exchange markets particularly the Australian dollar? • What affect will this have on property markets particularly the Australian property market? • What affect will this have on the equity markets?
Links that we discussed in this episode include:
• Australian Housing and Lending Landscape Webinar for Australian Expats - https://atlaswealth.com/news/australian-housing-and-lending-landscape-webinar-for-australian-expats/ • Expat Chat Ep 40 – How Do Rising Interest Rates Affect Australian Expats - https://atlaswealth.com/expat-chat-podcast/expat-chat-ep-40-how-do-rising-interest-rates-affect-australian-expats/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our forty third episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss what are the top tax tips for those Australians who are looking to move overseas and join the expat ranks.
We see a lot of confusion from those we meet who are leaving Australia surrounding how their tax status changes, the way they manage their finances, why your Australian passport should not dictate the way you manage your money and habits and defaults that Australians can fall into when living and working overseas.
In this episode we run through the following topics:
• How does the taxing of assets change when you move overseas? • What is Taxable Australian Property? • What is Non-Taxable Australian Property? • What is Deemed Disposal? • Do I need to continue paying my HECS/HELP debt? • How is superannuation treated when you live overseas? • Can I manage a SMSF as a Australian expat? • Should I manage my finances as a Australian or foreign citizen? • Make sure you organise a depreciation certificate if you own a investment property?
Links that we discussed in this episode include:
• Australian Housing and Lending Landscape Webinar for Australian Expats - https://atlaswealth.com/news/australian-housing-and-lending-landscape-webinar-for-australian-expats/ • Expat Chat Ep 40 – How Do Rising Interest Rates Affect Australian Expats - https://atlaswealth.com/expat-chat-podcast/expat-chat-ep-40-how-do-rising-interest-rates-affect-australian-expats/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our forty second episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss what are the top tax tips for Australian expats as we approach the end of the financial year in Australia.
The 30th of June rolls around quickly and it is always an opportunity for Australian expats to maximise their finances and ensure that they optimise the way that they are managing their assets.
In this episode we run through the following topics:
• Should you make an early repayment on your HECS & HELP Debt in Australia? • Should I contribute to my superannuation as a Australian expat? • How can I reduce the tax liability from my rental properties income using superannuation contributions? • Should I consolidate my superannuation accounts? • Make sure you organise a depreciation certificate if you own a investment property?
Links that we discussed in this episode include:
• Obligations & Opportunities for Australian Expats with Student Debt - https://atlaswealth.com/news/obligations-opportunities-for-australian-expats-with-student-debt/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our forty first episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss whether an Australian expat voting in the upcoming Federal Election would jeopardise their non-resident tax status with the ATO.
The topic of whether an Australian expat who is non-resident for tax purposes can or should vote is a contentious one and is up there with whether an expat can use a Medicare card when they return to Australia for holidays.
In this episode we run through the following topics:
• Is an Australian expat legally able to vote in a Australian election. • Does voting affect my non-residency tax status? • How do the new proposed non-residency rules relate to an Australian expat voting overseas?
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our fortieth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss how the current topic of interest rate rises will affect Australian expats.
From property to currency to shares, all of these assets are either directly or indirectly affected by interest rates and being aware of how they work in a rising rate environment can make the difference between good and bad financial decisions .
Across the globe you have central banks taking different approaches to managing inflationary pressures that their economies are experiencing and this may cause a distortion in how the respective asset classes react.
Some of the topics that we run through are:
• How do interest rates affect property, shares and the Australian dollar? • What approach is the RBA taking to managing inflation? • Is the RBA's approach different to other central banks?
Links that we discussed in this episode include:
• Australian Budget & Tax Residency Seminar & Webinars - https://atlaswealth.com/news/2022-australian-federal-budget-tax-residency-update/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our thirty ninth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about the murky world of investment bonds and the dubious circumstances that they are sold under.
When a Australian expat moves either to Asia or the Middle East it is only a matter of time before they receive a unsolicited call from the dreaded Offshore IFA.
With a very smooth sales pitch they will appeal to your financial concerns and try to convince you that purchasing a offshore investment bond is the answer to your questions.
But is it?
Some of the topics that we run through are:
• What are investment bonds? • Why aren't they appealing? • Why these bonds are sold as a tax free investment but the reality may not be the case? • What is the ATO's opinion of offshore investment bonds?
Links that we discussed in this episode include:
• Australian Expat Mortgage Podcast - https://podcasts.apple.com/us/podcast/expat-mortgage-podcast/id1584534329 • Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our thirty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk about Self Managed Super Funds (SMSF's) and how they work with Australian expats.
Some of the topics that we run through are:
• How do I know if i have a SMSF? • If I have a SMSF what do I need to be aware of? • Can I wind up my SMSF if I am a Australian expat living overseas? • What if I don't ensure my SMSF is compliant?
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our thirty seventh episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In Todays Expat Chat is the last episode for the year as we look back over 2021 and discuss the highs and lows.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our thirty sixth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we talk with Jennifer Wood from AusVisa Link immigration agents about what expats and immigrants need to consider when obtaining a visa to move to Australia.
With many Australian citizens marrying partners from other countries this is a episode we think most will find informative.
Some of the topics that we run through are:
• What visa streams are available for Australia? • What are the benefits in having a visa for Australia prior to a relocation? • In holding a permanent resident visa for Australia is the holder considered resident for tax purposes? • What is the future for Australian migration in the next 12 months? • Why engage an agent in a migration process?
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our thirty fifth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss what a expat financial planner is.
When you are seeking financial advice as a Australian expat you will be met with three categories of financial advisers:
- Those who say they can help however they don't have a lot of experience in specialising in this area and mainly provide advice to Australian tax residents;
- The infamous offshore financial advisor who really isn't an licensed adviser but a insurance salesman trying to sell you a 10 year offshore savings bond which is a product so punitive to the client that this form of product has not been sold in Australia or the UK for over 20 years;
- And last of of all the specialist expat financial planner (like Atlas Wealth Management) of which there are unfortunately too few in the market.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our thirty fourth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we catch up again with Jason Stoch from Uptrend Advisory (uptrendadvisory.com)for Part 2 of our top tax tips for Australian expats based in the United States.
In this episode we take a detailed look at what to do if you've messed up your IRS returns, RSUs vs options in typical US tax treatment, home ownership in the US and the respective tax benefits, green card exit tax considerations and tax implications of receiving an inheritance as a US resident.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our thirty third episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's Expat Chat we discuss what Australian expats need to consider when they are receiving an inheritance.
With the largest transfer of wealth between generations currently underway many Australian expats may find themselves a recipient of an inheritance and will have to make financial decisions on how they manage those assets.
Where it gets complicated is that as a non-resident of tax purposes your considerations are completely different to that of a Australian resident for tax purposes.
And then you have to consider the inheritance and tax laws for the country that you are currently residing in.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our thirty second episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we discuss how a large number of Australian expats who own property are being surprised by land tax bills and what you can do to ensure there are no surprises.
We also discuss the recent announcement by APRA that increases the serviceability requirements when applying for a loan and how that will affect the property market.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt LinkedIn: https://www.linkedin.com/company/atlas-wealth-management Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our thirty first episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we discuss the proposed residency rule changes that affect Australian expats and whether there has been any updates or changes.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt LinkedIn: https://www.linkedin.com/company/atlas-wealth-management Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our thirtieth episode of #Expatchat where we discuss the latest tax and financial issues affecting an Australian expat.
In today’s chat we discuss how to manage your finances as an expat. Most people know how to manage their financial affairs as a Australian resident however when you take that leap and become a member of the Australian expat club "she'll be right" isn't a strategy that should be employed.
As a non-resident for tax purposes your actions surrounding managing your finances needs to map to that of the country you reside in and you almost need to completely ignore your Australian citizenship.
If you like the content make sure you let us know by leaving us a review and subscribing to our channel.
Discussion Points on Todays Podcast Episode
In today’s chat we discuss: * Should I manage my finances like an Australian resident? * How do I manage my property portfolio? * The importance of a Pre Departure Review when leaving Australia * Tax surprises that expats experience * Should I take financial advice from family members back in Australia? * The Australian Expat Financial Forum Facebook Group
Topics, articles and events featured in this podcast:
- Top 10 Tips When Moving Overseas
- Pre Departure Review
Welcome to our twenty ninth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we discuss the changes to the automatic travel exemptions that Australian expats have been entitled to being removed as well as the recent changes to superannuation laws.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our twenty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we discuss the latest status of the Australian economy as we;; as the proposed changes to the Tax Residency Test for Australian Expats.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our twenty seventh episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we talk to Jason Stoch from Uptrend Advisory (https://uptrendadvisory.com/) about the top tax tips for Australian expats based in the United States.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt LinkedIn: https://www.linkedin.com/company/atlas-wealth-management Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our twenty sixth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we discuss the 2021 Australian Federal Budget and the proposed changes to the Tax Residency Test for Australian Expats.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Linkedin: https://www.linkedin.com/company/atlas-wealth-management Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our twenty fifth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we talk about the facts and myths around Australian expats getting a mortgage whilst living overseas with Jeremy Harper who is the Managing Director of Atlas Mortgages (https://atlaswealth.com/how-we-can-help/australian-expat-mortgages/) which is a division of the Atlas Wealth Management Group.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our twenty fourth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we are proud to announce the launch of the 2021 Expat Insights Survey.
Join over 5,600 Australians from 85 countries who have participated and share your views on your adopted country.
To have your say and to let other Aussie expats know what life is like in your country visit https://www.surveymonkey.com/r/AWMEI2021EC
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our twenty third episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we are proud to announce the launch of a new division of Atlas Wealth Management - Atlas Mortgages.
Atlas Mortgages is a mortgage broker dedicated to assisting Australian expats obtain that home or investment loan on Australian property.
To learn more about our new service please visit https://atlaswealth.com/how-we-can-help/australian-expat-mortgages/.
You can also read of press release at https://atlaswealth.com/news/atlas-wealth-launches-new-australian-expat-mortgage-broker/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our twenty second episode of #Expatchat and our first for 2021 where we discuss the latest tax and financial issues affecting an #Australianexpat.
Today we discuss what the property, equity and currency markets are doing, what financial advice themes were evident from 2020 and what expats need to consider when managing their finances in 2021.
The report we referred to in todays episode is the Australian Bureau of Statistics Chart Pack which is released at the beginning of every month. This can be found here https://www.rba.gov.au/chart-pack/.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our twenty first episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
We searched through the comments that expats have made on previous episodes and one of the requests was to discuss the financial jargon that goes along with providing Australian expat financial advice.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our twentieth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we discuss financial myths that are shared by Australian expats and what is true and what you can ignore.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our nineteenth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we discuss an repatriation considerations for those Australian expats moving back home.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our eighteenth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we discuss an important lesson the Australian expats should take away from the Corona Virus Pandemic.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our seventeenth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we discuss some different superannuation contribution strategies for Australian expats.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin:www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our sixteenth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we provide an update on the markets as well as running through some questions that were asked in our recent webinar.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Linkedin:www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our fifteenth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we provide an update on the markets as well as discussing why investing in offshore investment and insurance bonds that are sold to Australian expats in Asia and the Middle East may not be a smart move for expats.
A link to the details on our upcoming webinar can be found here - https://atlaswealth.com/news/australian-expats-covid-19-webinar-financial-implications-live-qa/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our fourteenth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we discuss the issues that the Corona Virus is having on Australian expats who own property, what are the share and currency markets doing, the latest on the Main Residence Exemption as well as some of the questions we received from our recent webinar.
Our recent webinar can be found here - https://youtu.be/jeSbQ70G5N4
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax and financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our thirteenth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we discuss the Corona Virus and how it is affecting Australian expat tax residency, superannuation and property.
We will also be holding a live webinar discussing these topics in detail on Monday the 30th of March. More information can be found here https://atlaswealth.com/news/australian-expat-finance-covid-19-webinar-markets-currency-property/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax and financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our twelfth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we discuss the Corona Virus and how it is creating opportunities for Australian expats as well as the key points Australian expats need to be aware of when managing their superannuation
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax and financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our eleventh episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today's chat we discuss the Main Residence Exemption legislation passing through the government and receiving royal assent, what is the foreign resident capital gains withholding tax, contributing to super as a expat and managing and transferring foreign pensions.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax and financial planning advice to every Australian #expat.
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 to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our tenth episode of #Expatchat where we discuss the latest financial issues affecting an #Australianexpat.
In today's chat we discuss inheriting property as an Australian expat, recent announcements regarding domicile tests for expats, an update on the Main Residence Exemption and some expat Q&A.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing tax and financial planning advice to every Australian #expat.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt
Twitter: https://www.twitter.com/atlaswealthmgmt
Instagram: https://www.instagram.com/atlaswealth...
Welcome to our ninth episode of #Expatchat where we discuss the latest financial issues affecting a #Australianexpat.
In today's chat we discuss the arrival of the Main Residence Exemption D-Day, how to structure your #property as an expat and #superannuation 101 for expats.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing financial planning to every Australian #expat.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our eighth episode of #Expatchat where we discuss the latest financial issues affecting Australian expats.
In today's chat we discuss our new office in Dubai that is going to help every #Australianexpat in the Gulf region access specialised tax and financial advice, where the proposed Main Residence Exemption is at as well as answering some Expat questions in our Q&A session.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing financial planning to every Australian #expat.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our seventh episode of #Expatchat where we discuss the latest financial issues affecting Australian expats.
In today's chat we discuss how an #Australianexpat obtains a mortgage on a property in Australia and what they need to be aware of when applying for a loan.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing financial planning to every Australian #expat.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our sixth episode of #Expatchat where we discuss the latest financial issues affecting Australian expats.
In today's chat we discuss the following topics: * Federal election wrap up * Expat health insurance * Interest rate cut * End of financial year checklist * #ExpatInsights Survey update
Links to the documents that we discuss in this episode are included below: * Expat Insights survey link - https://www.atlaswealth.com.au/expat-...
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is a specialist in providing financial planning to every Australian #expat.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our fifth episode of #Expatchat where we discuss the latest financial issues affecting Australian expats.
In today's chat we discuss the following topics: * Voting in the Australian Federal Election * Awards nomination * Insurance inside of superannuation * Reviewing Atlas * #ExpatInsights Survey update
Links to the documents that we discuss in this episode are included below: * Voting in the federal election - https://www.atlaswealth.com.au/australian-expat-vote-australian-federal-election/ * Awards nomination - https://www.atlaswealth.com.au/atlas-wealth-finalist-2019-fund-manager-year-awards/ * Reviewing Atlas on Facebook - https://www.facebook.com/AtlasWealthMgmt * Expat Insights survey link - https://www.atlaswealth.com.au/expat-insights-survey/ * Who is Advance - https://www.advance.org/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our 2019 Australian Federal Budget Update - #Expat Edition.
In this update we run through the proposed budget changes as mentioned by Canberra and how they affect #australianexpats.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is the leading provider of 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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our fourth episode of #Expatchat where we discuss the latest financial issues affecting Australian expats.
In today's chat we discuss our upcoming Australian Federal Election Webinar designed purely for expats, what is the latest with the Main Residence Exemption changes, what is the biggest financial risk for Australian expats and some Q&A with questions that have been sent into us.
Links to the documents that we discuss in this episode are included below: * Top 10 Problems Australian Expats experience with insurance - https://youtu.be/0XnWtI0PMkk * Australian Federal Budget Expat Webinar - https://www.atlaswealth.com.au/2019-australian-federal-budget-webinar-expat-edition/ - Australian Bureau of Statistics Chart Pack - https://www.rba.gov.au/chart-pack/
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our second webinar for 2019 where we talk about the Top 10 Problems Australian Expats Face with Insurance.
Insurance isn't the most exciting of topics for #expats however its when the unforeseen occurs that you are grateful that you put the appropriate measures in place to protect you and your family.
In our next live webinar series we will be holding a 2019 Australian Federal Budget Update that is specific for Australian expats. We have two convenient time slots that will suit an expat no matter in what country they live in.
Click on the relevant link below to book your virtual seat:
- Wed, Apr 3, 2019 10:30am - 11:30am AEST - https://register.gotowebinar.com/register/4172837240482344459
- Wed, Apr 3, 2019 9:30pm - 10:30pm AEST - https://register.gotowebinar.com/register/3582915167320253195
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
Atlas Wealth Management is the leading provider of 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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our third episode of #Expatchat where we discuss the latest financial issues affecting Australian expats.
In today's chat we discuss what Deemed Disposal is and how it affects #Australianexpats, what an #expat needs to consider if they have student (HECS, HELP & TSL) debt, should an expat maintain a Self Managed Super Fund (SMSF), what Labors proposed changes mean to Australian expats as well as some question and answers from requests that we have received.
Links to the documents that we discuss in this episode are included below: * Pre Departure Review - * Expat Insights survey - https://www.atlaswealth.com.au/expat-... - Common Reporting Standard - https://www.atlaswealth.com.au/ato-in... and https://www.youtube.com/watch?v=3Rwpy... * HECS, HELP & TSL Debt changes - https://www.atlaswealth.com.au/overse... * Student loan thresholds - https://www.ato.gov.au/Rates/HELP,-TS...
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealth...
Welcome to our second episode of #Expatchat where we discuss the latest financial issues affecting Australian expats.
In today's chat we discuss the recent case of an Australian expat beating the ATO in a case before the Administrative Appeals Tribunal (AAT) that would have been a disaster for Australian expats everywhere if the appeal failed.
We also run through a number of questions that expats sent into us as well as discussing a number of client case studies that we're working on the moment.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: https://www.facebook.com/atlaswealthmgmt Twitter: https://www.twitter.com/atlaswealthmgmt Instagram: https://www.instagram.com/atlaswealthmgmt
Welcome to our first episode of Ask An Expert where we discuss the top 10 problems Australian expats face with US tax. This was part of a live webinar that we held in February.
We are joined by Glenn Hines from Australia America Tax Services where we go into detail on the problems that Australian expats may or may not be aware of and how to avoid the pitfalls.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to our first episode of #Expatchat where we discuss the latest financial issues affecting Australian expats.
Twice a month we will be releasing these updates on both our YouTube and Podcast (search for Aussie expat podcast) channels.
If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Welcome to the Aussie expat podcast. In today's podcast we have uploaded the audio to our recent 2018 Australian Federal Budget Aussie Expat Edition webinar.
Whilst the 2018 budget wasn't as disastrous for expats like previous years there were a couple of things that expats need to be aware of when managing their finances.
With the introduction of the Common Reporting Standard (CRS) there will be wide sweeping ramifications for Australian expats. In today's podcast we discuss what the CRS is and how it will affect Australian expats.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to http://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
With the upcoming changes to HECS and HELP debt relating to Australian expats in today's podcast we run through who's affected and what you have do to stay in the good books with the ATO and Australian government
With clients in over 18 countries we have reached out to them to find out what their top tips are in ensuring a successful relocation to a new city and country.
In today's podcast our clients provide us with their top 10 tips on moving to Shanghai.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to http://www.atlaswealth.com.au
With clients in over 18 countries we have reached out to them to find out what their top tips are in ensuring a successful relocation to a new city and country.
In today's podcast our clients provide us with their top 10 tips on moving to London, England.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to http://www.atlaswealth.com.au
Working overseas an as Australian expat presents itself with a lot of opportunities, including career development, life experiences and potentially improving your financial wellbeing.
However, one issue that must be managed is that you will most likely be earning most your income in a foreign currency rather than in Australian Dollars (AUD).
When you leave Australian shores, more than likely you will still have financial obligations in Australia to maintain.
In today's podcast we talk to Shaun Vanderkaap from WorldFirst about how to transfer currency without paying the big fees to the banks
G'day expats. Today we want to run through quite a lot of changes that are occurring with respect to Superannuation in Australia that comes into effect on the 1st of July. In Australia, everyone's aware of this, but I'm finding that a lot of people overseas are not aware of a lot of these changes coming through, so what we wanted to do today was put together a video and just run through some of the key changes that are occurring, and how they may affect expats.
The first change is the introduction of a $1.6 million Transfer Balance Cap. The cap will be applied to both current retirees and to individuals yet to enter their retirement phase. This cap will be indexed in $100,000 increments in line with increases in the Consumer Price Index. The financial consequences for current retirees is that if they had more than $1.6 million in super in a pension phase, they will need to withdraw the excess balance, or revert the excess amount to accumulation phase, which is then subject to 15% earnings tax. And this must be done before the 1st of July 2017.
Subsequent earnings on this pension balance from the 1st of July 2017 will not be required to be withdrawn. Note that the special rules apply to define benefit pensions. This measure is retrospective, because it applies to Australian super balances that have been accumulated in the past under the existing rules. This will obviously apply to both Australian expats and also Australian residents, and you need to go through and work out if this applies to you, please note that the 1.6 cap applies only per person, not per couple.
The second major change is the cut in Annual Concessional before-tax contributions to $25,000. From the 1st of July 2017 the general concessional contributions cap will be lowered to 25,000 from 30,000 and for those over 50 from 35,000. This will affect expats who currently contribute to super by way of concessional contributions to offset any rental income in Australia and obviously claiming the tax deductions, so please be aware of these changes because if you do make a similar balance transfer next year, they will exceed the cap.
The next change is the cut in the annual Non-Concessional contributions cap to $100,000 down from $180,000. Non-Concessional transfers are after-tax transfers. What this means is that from the 1st of July of 2017, you are no longer going to be able to transfer funds into your super fund as a Non-Concessional contributions under the previously arranged agreement of $180,000 per year. There's obviously a nice little window here for those under the age of 65, where if you are able to make a contribution using the bring forward rule, you can actually contribute up to $540,000 before 30th of June this year. Please note that you don't want to trip over the $1.6 million cap.
The last one we want to talk about today was the expansion of the Tax Deductibles Super Contributions to all Australians. From the 1st of July 2017, all individuals under the age of 75 will be permitted to claim tax deductions for personal super contributions that is voluntary concessional contributions. As previously discussed, expats can honestly take advantage of this by way of offsetting or claiming a tax deduction for the concessional contributions against any rental income that may have earned on properties in Australia.
That's a summary of some of the major changes that are occurring with respect to super and how they relate to Australian expats.
Atlas Wealth Management is a specialist in providing financial planning to Australian expatriates. To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
G'day, expats. Last week we spoke about the complexities of determining whether you classify as a resident or non-resident for tax purposes. In this week's video, we wanted to run through how the applicable tax rates apply to those expats who qualify as a non-resident. First of all, let's look at the types of income that you have to declare on your Australian tax return when you're classified as a non-resident. They are Australian employment income, Australian rental income, Australian pensions and annuities, and capital gains that you may have accrued on Australian real property. This excludes shares and managed funds.
You may also need to start lodging your tax return due to the newly implemented changes with respect to the HECS, HELP and TSL Debt regime that expats have to fall under. Now that we know what income you have to declare, how do the tax rates differ from a resident versus a non-resident? The first major difference is that non-residents are not eligible for the tax-free threshold. When you're an Australian resident, you can earn up to $18,000 and not pay any tax at all. Unfortunately, for non-residents the tax rate of 32.5 cents kicks in on the first dollar you earn and goes all the way up to $87,000 per year.
Then for every dollar you earn over $87,000 per year, you pay 37% on the dollar up to $180,000 per year. Then over $180,000 per year, you pay 45 cents on the dollar. All Australian sourced interest, unfranked dividends and royalties derived after you cease to be Australian tax resident, submit to withholding tax provisions. Withholding tax rates are considered to be the final tax you'll pay on the income that is sourced and the actual provider of that revenue, will you directly remit that tax direct to the ATO. Specially, 10% of any credit interest earned on a bank account is deducted from that credit and paid directly to the ATO on your behalf.
15% of dividend income that is accrued through shares or managed funds where you reside in a country with a double taxation agreement is deducted from those dividends. If you reside in a country that doesn't have a double taxation agreement, then that rate jumps to 30%. Royalties are taxed up to 30% all depending on whether you reside in a country that has a double taxation agreement or not. This list is not definitive and certain exceptions do exist. If you do have investments or bank accounts, you do need to notify the financial institution or company of your non-residency status. If you don't do this and you don't declare your tax-full-number then it is possible that you may be taxed at rate of 45%.
As withholding tax is deducted before receipt of that money, therefore this income does not need to disclose on an Australian tax return. Therefore, there is no benefit of negative gearing these types of assets because there are no claims to be made because the tax is taxed at source rather than after any of the deductions. Please note that there is no tax withheld on income that has attaching franking credits as the company has paid tax on your behalf. One last point that we would like to comment on is that when you're paying tax as a non-resident, you are not subject to the Medicare levy.
Now that may be seen as a good thing, but we have heard of a case in the past where expats do come back to Australia and utilise those services and make claims on the Medicare service. Because you are not paying the Medicare levy, you are not entitled to that service.
Atlas Wealth Management is a specialist in providing financial planning to Australian expatriates. To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
G'day expats. Today we wanted to talk about, probably one of the most debated topics when it comes to becoming an Aussie expat, is are you a resident or non-resident for tax purposes. The confusion surrounding this relates to a lot of misinformation on the web, combined with the ever moving goalposts that the ATO sets for those who are based overseas. There are a number of circumstances in which a Aussie expat may be considered either and no one single factor is decisive in making this determination and usually a lot are interrelated, which causes a lot confusion. One of the first tests is called the "resides test" and usually this is what most expats hang their hats on. However, the resides test is not conclusive in determining whether you're a resident or a non-resident based on the amount of time you spend in Australia.
The ATO however has indicated that six months is usually a good rule of thumb, and it does not have to be continuous, as to whether you reside in Australia or outside of Australia. They key indicators are whether your behaviour matches that of an Australian resident or a non-Australian resident. An Australian may be considered a resident if their day to day behaviours matches that of an Australian resident, as opposed to the day to day behaviours of a non-resident. Factors that the ATO take into account as to whether you are a resident include your intentions or behaviours, family or business ties, maintenance or location of assets, and social or living arrangement. If the resides test cannot be met then one of the following tests may be considered to determine your tax residency.
The first test is the "domicile test". A person will be classified as a tax resident if their domicile is in Australia, which is pretty fair enough. A domicile is considered by law to be a person's permanent residence or home. This test of residency is normally applicable for expats, when they do move overseas for a permanent period of time due to work. The ATO will take into account the following considerations when considering whether they have a permanent place of residence overseas. Intended or actual length of time overseas, existence of a home base overseas, existence of a family home in Australia, while overseas and family and ties in Australia and overseas. The weight of each factor will vary according to personal circumstances and no single factor will be decisive.
The next test is the "183 day test". Under this test an individual will be classified as an Australian resident if they spend more than 183 days in Australia, in that financial year whether continuously or intermittently. The only time that the ATO will accept that this person is a non-resident, is if they can be satisfied that their usual place of abode is overseas. The last test is the "superannuation test". This test relates to Commonwealth Government employees and in order to qualify for this test the following conditions must be met. They must be a member of a superannuation scheme set up under the Superannuation Act 1990 and be classified as a eligible employee under the Superannuation Act 1976. If this test is met, then they are considered to be a resident for tax purposes and this includes their spouses, whether same sex or de facto. This also applies to their children all below the age of 16.
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. To find out more about Atlas Wealth Management and how we can help Australian expats please go to www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
When you're living and working overseas there are a number of financial risks but what is one of the largest - Currency Risk.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to http://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
Its an age old debate in Australia - what is better, property or shares? The debate is also pertinent for Australian expats too so we thought we list a couple of pro's and con's of why an Aussie expat would invest in shares or property.
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to http://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
When it comes to obtaining expat financial advice how do Aussie expats choose an adviser?
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.
To find out more about Atlas Wealth Management and how we can help Australian expats please go to http://www.atlaswealth.com.au.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt