In episode 24 of the podcast, and the final one for 2025, we dive into one of the most overlooked aspects of personal finance - estate planning. This is one of the most important areas of financial planning for Australians living at home and overseas. In this episode of the Money Side Up Podcast, host Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, is joined by Joel Kerin from Ally Wealth Management and Isabelle Marcarian, Principal Solicitor at Safewill Legal, to unpack how estate planning works when your life, family, and assets span multiple countries. Before diving into the legal side, we also step back and explore how Australian expats can complete an annual personal health check of their finances, including practical end of financial year planning considerations in Singapore. This includes reviewing progress against goals and key actions to consider before the Singapore tax year ends. This episode provides a practical, no-nonsense estate planning toolkit designed specifically for Australian expats, whether you’re early in your overseas journey or well established offshore. We cover: Why estate planning matters for expats, and how Australian wills work when you have overseas assetsWhether you need one will or multiple wills across different countries, and how conflicts of law are handledThe roles of executors, powers of attorney, guardianship, and common mistakes expats makeHow superannuation, digital assets, and major life events fit into an effective estate planThis episode is essential listening if you want to stay on top of your finances, protect your family, and ensure your estate plan works for you in Australia and globally. Connect with Us: Website: https://moneysideup.com.au Facebook: https://www.facebook.com/moneysideup LinkedIn: https://www.linkedin.com/company/moneysideup YouTube: https://www.youtube.com/@MoneySideUpPodcast Subscribe & Listen: Available on all major podcast platforms: Spotify, Apple Podcasts, and more. Feedback & Questions: We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at info@moneysideup.com.au Disclaimer: The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters. Support Us: If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world! Upcoming Episode: Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!
