Welcome to Episode 186 of the #ExpatChat podcast with Atlas Wealth Managing Director (APAC), James Ridley. Due to popular demand, James shares Atlas's recent webinar, US Exit Tax: Coming Home from the United States, as a special two-part series. In Part 1, he's joined by Atlas' Financial Planner, Martin Jack to unpack the strategy and wealth side of repatriating to Australia from the United States. Martin covers why your move timeline is the single most valuable lever you control, from locking in cost bases and aligning two mismatched tax years, to coordinating your US exit and timing RSUs, bonuses and FX conversions around it. He then continues to the pre-residency planning window, covering what to do with US shares, property, HSAs, 529s, retirement accounts and US trusts before your Australian residency clock starts. That is, before reviewing what changes on day one as an Australian tax resident, including deemed acquisition, Medicare timing, and admin essentials like super, wills and banking. This episode lays the groundwork for Part 2, which turns to the US Exit Tax specifically. Relevant Links:
• Expat Chat Part 2: US Exit Tax - Coming Home from the United States -https://soundcloud.com/atlaswealthmgmt/expat-chat-episode-187-part-2/s-K4UGcRIjlu0?si=bfbc04f8f35544bf9c549e64467a7a7b&utm_source=clipboard&utm_medium=text&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-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:
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