72 episodes

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

Expat Chat Podcast Atlas Wealth Management

    • Business
    • 5.0 • 18 Ratings

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

    Expat Chat Episode 57 - US Retirement Accounts For Australian Expats

    Expat Chat Episode 57 - US Retirement Accounts For Australian Expats

    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

    • 24 min
    Expat Chat Episode 56 - Can A Expat Move Back And Forth From Australia

    Expat Chat Episode 56 - Can A Expat Move Back And Forth From Australia

    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

    • 10 min
    Expat Chat Episode 55 - Moving Into A Investment Property As A Expat

    Expat Chat Episode 55 - Moving Into A Investment Property As A Expat

    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

    • 9 min
    Expat Chat Episode 54 - What Turns A Bear Market Into A Bull Market?

    Expat Chat Episode 54 - What Turns A Bear Market Into A Bull Market?

    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

    • 17 min
    Expat Chat Ep 53 - Where To Next For The Australian Dollar

    Expat Chat Ep 53 - Where To Next For The Australian Dollar

    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

    • 15 min
    Expat Chat Ep 52 - Exit Taxes For Australian Expats In Singapore

    Expat Chat Ep 52 - Exit Taxes For Australian Expats In Singapore

    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

    • 21 min

Customer Reviews

5.0 out of 5
18 Ratings

18 Ratings

CBAust53 ,

Potential expat

I may possibly be moving to the US next year and these guys are doing a fantastic job talking about exactly the issues facing expats. So far it’s been the most informative I’ve listened to. Hope they keep it up.

Jax expat ,

Very informative

Another great episode, very informative as always. Appreciate the effort you both put in.

BorneoJungleGal ,

BorneoJungleGal

Fantastic. Thank you so much Brett and James. I really look forward to your podcast each month and I learn so much. Keep up the great work, really appreciate it.

Top Podcasts In Business

The Australian Financial Review
Steven Bartlett
Victoria Devine
Equity Mates Media
Bryce Holdaway & Ben Kingsley
LiSTNR

You Might Also Like

Atlas Mortgages
SYMO interactive
Aussie Firebug
The Australian
SYMO interactive
Veronica Morgan & Chris Bates