Expat Chat Podcast

Atlas Wealth Management

The Expat Chat Podcast by Atlas Wealth Management, part of the Atlas Wealth Group, 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 50 countries

  1. Expat Chat Episode 181 - Economic Update and Facebook Q and A

    1d ago

    Expat Chat Episode 181 - Economic Update and Facebook Q and A

    Welcome to Episode 181 of the #ExpatChat podcast, Economic Update & Facebook Q&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-podcast If 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.com Connect 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

    29 min
  2. Expat Chat Episode 180 - Australian Budget Changes and Market Update

    Jun 19

    Expat Chat Episode 180 - Australian Budget Changes and Market Update

    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-podcast If 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.com Connect 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

    21 min
  3. Expat Chat Episode 179 - End of Financial Year Checklist

    Jun 12

    Expat Chat Episode 179 - End of Financial Year Checklist

    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-podcast If 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.com Connect 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

    18 min
  4. Expat Chat Episode 178 - Australian Federal Budget Update

    Jun 5

    Expat Chat Episode 178 - Australian Federal Budget Update

    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-podcast If 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.com Connect 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

    15 min
  5. Expat Chat Episode 177 - Australian Federal Budget Wrap Up for Expats

    May 22

    Expat Chat Episode 177 - Australian Federal Budget Wrap Up for Expats

    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-podcast If 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.com Connect 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

    24 min
  6. Expat Chat Episode 176 - Australian Expat Q and A from the Facebook Group

    May 15

    Expat Chat Episode 176 - Australian Expat Q and A from the Facebook Group

    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-podcast If 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.com Connect 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

    20 min
  7. Expat Chat Episode 175 - Managing Your Money During Turbulent Times

    May 1

    Expat Chat Episode 175 - Managing Your Money During Turbulent Times

    Welcome to the one hundred seventy fifth episode of the #ExpatChat podcast - Managing Your Money During Turbulent Times. Atlas Wealth Managing Directors, James Ridley and Brett Evans discuss investing during uncertain environments, highlighting how interest rates are driving currency movements. In particular the strength of the Australian dollar. With the AUD trading around 72 cents against the USD and reaching highs against the Japanese yen, they unpack what this means for expats earning, investing, and transferring money globally. The episode also examines the resilience of the S&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-podcast If 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.com Connect 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

    24 min
  8. Expat Chat Episode 174 - The Swiss Pension System & How it Works with Australian Expats

    Apr 17

    Expat Chat Episode 174 - The Swiss Pension System & How it Works with Australian Expats

    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-podcast If 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.com Connect 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

    23 min

Ratings & Reviews

5
out of 5
4 Ratings

About

The Expat Chat Podcast by Atlas Wealth Management, part of the Atlas Wealth Group, 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 50 countries

You Might Also Like