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. 10h ago

    Expat Chat Episode 196 - The Retirement Strategy: Australians with assets based in Switzerland

    In this second instalment of our Switzerland series, Adam Prentice is once again joined by Swiss-based expert Patrick Cannon to unpack how Swiss pensions, Australian superannuation and retirement planning interact, depending on where you ultimately decide to retire. Adam and Patrick break down how to approach Pillar Two buybacks and Pillar 3A contributions in the years leading up to retirement, the tax traps around lump sum withdrawals, and the three-year lock-in rule that catches many people out. They also compare strategies for Australians retiring back home versus those staying in Switzerland or moving to a neighbouring EU country, including how Swiss pensions are taxed differently depending on your residency at the time of withdrawal. The episode also tackles a question many expats wrestle with: what happens to your Australian super if you retire in Switzerland or Europe, and why the right strategy often comes down to flexibility rather than a fixed plan. Listen to the full episode for the complete breakdown. Relevant Links: • Episode 195: Moving to and living in Switzerland - https://atlaswealth.com/expat-chat-podcast/expat-chat-ep195-moving-to-living-in-switzerland/ • 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-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

    Expat Chat Episode 196 - The Retirement Strategy: Australians with assets based in Switzerland

  2. Nov 6

    Expat Chat Episode 195 - Moving to and living in Switzerland

    Welcome to episode 195 of the #ExpatChat podcast with Atlas Wealth hosts Adam Prentice, Financial Planner - EMEA, and Patrick Canion, Head of Advice, Switzerland. They discuss the key considerations for Australian expats moving to and living in Switzerland. In this first of a two-part series, Adam and Patrick break down the real cost-of-living trade-offs, why everyday expenses can be eye-wateringly high while taxes stay relatively low, and a mortgage culture that flips everything Aussies think they know about paying off debt. They also unpack how Switzerland’s cantons work, what to expect from the rental and property markets in cities like Zurich and Geneva, and give a first look at Switzerland’s unique three-pillar retirement system. Part two will dive into leaving Switzerland, retirement, and the pension implications for Australians heading home, so stay tuned. 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-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

    Expat Chat Episode 195 - Moving to and living in Switzerland

  3. Oct 30

    Expat Chat Episode 194 - Interest Rates, Inflation and the Middle East Masterclass

    Brett Evans and James Ridley unpack this week’s hotter-than-expected inflation result, with headline CPI rising to 4.3% and the trimmed mean to 3.6%. With economists now expecting the RBA to lift the cash rate again on Melbourne Cup Day, they discuss what it means for the Australian dollar, why the currency hasn’t moved as much as you might expect, and how the property market is shifting into buyer’s territory. They also preview the Atlas Gulf masterclass tour, with sessions in Doha, Abu Dhabi and Dubai next week, and explain what attendees can expect from the two-hour, no-sales format. Seats are limited and filling fast, so register via the links below for your city. Register for the 2026 Masterclass - The Gulf: DOHA Tue 3 Nov, Marriott Marquis City Center https://www.eventbrite.com.au/e/doha-the-expat-wealth-masterclass-tickets-2002129576459?aff=SocialMedia ABU DHABI Wed 4 Nov, W Abu Dhabi, Yas Island https://www.eventbrite.com.au/e/abu-dhabi-the-expat-wealth-masterclass-tickets-2002129781071?aff=SocialMedia DUBAI Thu 5 Nov, Zabeel House The Greens https://www.eventbrite.com.au/e/dubai-the-expat-wealth-masterclass-tickets-2002130442048?aff=SocialMedia 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-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: https://www.youtube.com/user/atlaswealthmgmt

    Expat Chat Episode 194 - Interest Rates, Inflation and the Middle East Masterclass

  4. Oct 16

    Expat Chat Episode 193 - Aussie Expats in Asia: Residency & Provident Funds

    Welcome to Episode 193 of the #ExpatChat podcast. In this session, Managing Director, James Ridley is joined by Shaun Fairon, Financial Planner for the APAC region, to discuss key issues facing Australian Expats in Asia - Residency & Provident Funds. They dig into a real tax residency case that caught an Australian expat in Thailand off guard. Also, they unpack how provident funds across Hong Kong, Malaysia and the wider region are actually treated by the ATO, and work through a run of listener questions covering everything from Singapore PR, selling property before relocating, and Thailand’s remittance tax rules. If you’re living or planning to move anywhere across the Southeast Asia corridor, this one’s worth a listen. 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-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: https://www.youtube.com/user/atlaswealthmgmt

    Expat Chat Episode 193 - Aussie Expats in Asia: Residency & Provident Funds

  5. Oct 13

    Expat Chat Episode 192 - Australian Expat Q&A About Tax, Finance and Property

    Welcome to Episode 192 of the #ExpatChat podcast. Managing Directors, Brett Evans and James Ridley answer listener questions covering a wide range of expat financial topics. They unpack why the 183-day rule alone doesn’t determine Australian tax residency, where to find advisors who understand both Australian and Swiss tax systems, and why leaving superannuation untouched while living overseas can be a costly mistake. They also dig into repatriation planning for those returning to Australia after years abroad, the tax implications of buying and selling property as a non-resident (including the upcoming capital gains withholding changes), and share a frank reality check for anyone about to move to Dubai. The episode wraps up with a breakdown of the new $3 million super tax (Division 296) and what it actually means for high-balance accounts. Plus, a quick update on upcoming events, including the GCC roadshow through Dubai, Abu Dhabi and Doha. 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-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: / atlaswealthmgmt

    Expat Chat Episode 192 - Australian Expat Q&A About Tax, Finance and Property

  6. Sep 18

    Expat Chat Episode 191 - Australian Expat Tax, Investing and Currency QandA

    Expat Chat Episode 191: Australian Expat Tax, Investing and Currency Q&A Welcome to Episode 191 of the #ExpatChat podcast. Managing Directors, Brett Evans and James Ridley answer listener questions on the issues shaping Australian expat finances this quarter in "Australian Expat Tax, Investing and Currency Q&A". They cover which banks are still accepting expat clients as HSBC Australia winds down its accounts, how to compare providers and timing when transferring money internationally, and the capital gains tax treatment for a property bought as a non-resident and later sold after moving home. The conversation also unpacks the 2027 capital gains tax changes affecting shares, ETFs and managed funds, whether a pre-emptive asset valuation is worthwhile, and the proposed changes to discretionary trust taxation currently before government. 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-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

    Expat Chat Episode 191 - Australian Expat Tax, Investing and Currency QandA

  7. Sep 4

    Expat Chat Episode 190 - How The Upcoming Interest Rate Changes Affect Expats

    Welcome to episode 190, James Ridley and Brett Evans are back discussing, How the Upcoming Interest Rate Changes Affect Expats. 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-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: / atlaswealthmgmt

    Expat Chat Episode 190 - How The Upcoming Interest Rate Changes Affect Expats

  8. Aug 28

    Expat Chat Episode 189 - UK Consideration for Australian Expats Part 2

    In Episode 189 of #ExpatChat, Managing Director (EMEA), Brett Evans and Adam Prentice, Financial Planner, complete this two-part UK Expat 101 series for Australians living in the UK or considering making the move. 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-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

    Expat Chat Episode 189 - UK Consideration for Australian Expats Part 2
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Ratings & Reviews

5
out of 5
5 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

Information

  • Creator
    Atlas Wealth Management
  • Years Active
    2017 - 2026
  • Episodes
    212
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Expat Chat Podcast

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