Aussie Expat Podcast

Informações:

Sinopse

The Aussie Expat 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 18 countries

Episódios

  • Expat Chat Ep 46 - Can You Get Free Expat Financial Advice

    19/05/2022 Duração: 24min

    Welcome to our forty sixth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we discuss can a Australian expat get free financial advice and what are the catches with those who are offering such a service. For those Australian expats based in the Middle East or Asia they would be well accustomed to the unprompted introductions that they receive from the army of offshore financial advisers or OFA's as they are commonly known as. You know the sales pitch they run with: don't invest money back in Australia as you will be classified as a resident for tax purposes, investing in superannuation is a condition of tax residency, you need to invest offshore to grow your money and avoid paying capital gains tax both for the duration you are away as well as when you return back to Australia. And like we have said on many a previous episode these are all lies. One of their favourite phrases is that the advice won't cost you anything so what

  • Expat Chat Ep 45 - How To Invest In A Volatile Market

    12/05/2022 Duração: 27min

    Welcome to our forty fifth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we discuss how Australian expats should look at investing during times of volatile markets. We've all seen the headlines about markets falling over the last couple of weeks but should Australian expats take advantage of the sell off or is there worse to come. In this episode we run through the following topics: • Why is the sell off occurring? • Is there worse to come? • Does dollar cost averaging work and why should a Australian expat consider this? • If an Australian expat has a long term view should they be buying? • Why is it important to have a diversified portfolio? Links that we discussed in this episode include: • 3 Reasons Not to Sell After a Market Downturn - https://www.investopedia.com/articles/investing/021116/3-reasons-not-sell-after-market-downturn.asp • Get your Australian expat question heard on the podcast - https://atlaswealth.com/n

  • Expat Chat Ep 44 - How Do Rising Interest Rates Affect Assets

    05/05/2022 Duração: 26min

    Welcome to our forty fourth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we discuss how this weeks announcement of the Reserve Bank of Australia (RBA) lifting the official cash rate from 0.10% to 0.35% will affect an Australian expats assets. As we discussed in Episode 40 a interest rate rise this month by the RBA was on the cards with the release of inflation data that was a lot higher than both the Federal Government and markets expected. In this episode we run through the following topics: • How does much did the RBA raise interest rates by? • What affect will this have on the foreign exchange markets particularly the Australian dollar? • What affect will this have on property markets particularly the Australian property market? • What affect will this have on the equity markets? Links that we discussed in this episode include: • Australian Housing and Lending Landscape Webinar for Australian Expats - https://atlasweal

  • Expat Chat Ep 43 - Top Financial Tips For Becoming An Australian Expat

    28/04/2022 Duração: 31min

    Welcome to our forty third episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we discuss what are the top tax tips for those Australians who are looking to move overseas and join the expat ranks. We see a lot of confusion from those we meet who are leaving Australia surrounding how their tax status changes, the way they manage their finances, why your Australian passport should not dictate the way you manage your money and habits and defaults that Australians can fall into when living and working overseas. In this episode we run through the following topics: • How does the taxing of assets change when you move overseas? • What is Taxable Australian Property? • What is Non-Taxable Australian Property? • What is Deemed Disposal? • Do I need to continue paying my HECS/HELP debt? • How is superannuation treated when you live overseas? • Can I manage a SMSF as a Australian expat? • Should I manage my finances as a Australian or fore

  • Expat Chat Ep 42 - End Of Financial Year Tax Tips For Australian Expats

    21/04/2022 Duração: 22min

    Welcome to our forty second episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we discuss what are the top tax tips for Australian expats as we approach the end of the financial year in Australia. The 30th of June rolls around quickly and it is always an opportunity for Australian expats to maximise their finances and ensure that they optimise the way that they are managing their assets. In this episode we run through the following topics: • Should you make an early repayment on your HECS & HELP Debt in Australia? • Should I contribute to my superannuation as a Australian expat? • How can I reduce the tax liability from my rental properties income using superannuation contributions? • Should I consolidate my superannuation accounts? • Make sure you organise a depreciation certificate if you own a investment property? Links that we discussed in this episode include: • Obligations & Opportunities for Australian Expats with Studen

  • Expat Chat Ep 41 - Does Voting Affect An Australian Expats Tax Residency

    13/04/2022 Duração: 16min

    Welcome to our forty first episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we discuss whether an Australian expat voting in the upcoming Federal Election would jeopardise their non-resident tax status with the ATO. The topic of whether an Australian expat who is non-resident for tax purposes can or should vote is a contentious one and is up there with whether an expat can use a Medicare card when they return to Australia for holidays. In this episode we run through the following topics: • Is an Australian expat legally able to vote in a Australian election. • Does voting affect my non-residency tax status? • How do the new proposed non-residency rules relate to an Australian expat voting overseas? 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

  • Expat Chat Ep 40 - How Do Rising Interest Rates Affect Australian Expats

    29/03/2022 Duração: 34min

    Welcome to our fortieth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we discuss how the current topic of interest rate rises will affect Australian expats. From property to currency to shares, all of these assets are either directly or indirectly affected by interest rates and being aware of how they work in a rising rate environment can make the difference between good and bad financial decisions . Across the globe you have central banks taking different approaches to managing inflationary pressures that their economies are experiencing and this may cause a distortion in how the respective asset classes react. Some of the topics that we run through are: • How do interest rates affect property, shares and the Australian dollar? • What approach is the RBA taking to managing inflation? • Is the RBA's approach different to other central banks? Links that we discussed in this episode include: • Australian Budget & Tax Reside

  • Expat Chat Ep 39 - When A Tax Free Investment Isn't Tax Free

    18/03/2022 Duração: 27min

    Welcome to our thirty ninth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we talk about the murky world of investment bonds and the dubious circumstances that they are sold under. When a Australian expat moves either to Asia or the Middle East it is only a matter of time before they receive a unsolicited call from the dreaded Offshore IFA. With a very smooth sales pitch they will appeal to your financial concerns and try to convince you that purchasing a offshore investment bond is the answer to your questions. But is it? Some of the topics that we run through are: • What are investment bonds? • Why aren't they appealing? • Why these bonds are sold as a tax free investment but the reality may not be the case? • What is the ATO's opinion of offshore investment bonds? Links that we discussed in this episode include: • Australian Expat Mortgage Podcast - https://podcasts.apple.com/us/podcast/expat-mortgage-podcast/id1584534

  • Expat Chat Ep 38 - Expats Managing Self Managed Super Funds

    10/03/2022 Duração: 37min

    Welcome to our thirty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we talk about Self Managed Super Funds (SMSF's) and how they work with Australian expats. Some of the topics that we run through are: • How do I know if i have a SMSF? • If I have a SMSF what do I need to be aware of? • Can I wind up my SMSF if I am a Australian expat living overseas? • What if I don't ensure my SMSF is compliant? 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 advi

  • Expat Chat Ep 37 - End Of Year Wrap Up

    16/12/2021 Duração: 35min

    Welcome to our thirty seventh episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In Todays Expat Chat is the last episode for the year as we look back over 2021 and discuss the highs and lows. 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 www.atl

  • Expat Chat Ep 36 - Visa Considerations When Moving To Australia

    09/12/2021 Duração: 57min

    Welcome to our thirty sixth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we talk with Jennifer Wood from AusVisa Link immigration agents about what expats and immigrants need to consider when obtaining a visa to move to Australia. With many Australian citizens marrying partners from other countries this is a episode we think most will find informative. Some of the topics that we run through are: • What visa streams are available for Australia? • What are the benefits in having a visa for Australia prior to a relocation? • In holding a permanent resident visa for Australia is the holder considered resident for tax purposes? • What is the future for Australian migration in the next 12 months? • Why engage an agent in a migration process? 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

  • Expat Chat Ep 35 - What Is A Expat Financial Planner

    05/12/2021 Duração: 46min

    Welcome to our thirty fifth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we discuss what a expat financial planner is. When you are seeking financial advice as a Australian expat you will be met with three categories of financial advisers: 1. Those who say they can help however they don't have a lot of experience in specialising in this area and mainly provide advice to Australian tax residents; 2. The infamous offshore financial advisor who really isn't an licensed adviser but a insurance salesman trying to sell you a 10 year offshore savings bond which is a product so punitive to the client that this form of product has not been sold in Australia or the UK for over 20 years; 3. And last of of all the specialist expat financial planner (like Atlas Wealth Management) of which there are unfortunately too few in the market. If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as p

  • Expat Chat Ep 34 - Top Tax Tips For Australian Expats In The US Pt 2

    18/11/2021 Duração: 57min

    Welcome to our thirty fourth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we catch up again with Jason Stoch from Uptrend Advisory (uptrendadvisory.com)for Part 2 of our top tax tips for Australian expats based in the United States. In this episode we take a detailed look at what to do if you've messed up your IRS returns, RSUs vs options in typical US tax treatment, home ownership in the US and the respective tax benefits, green card exit tax considerations and tax implications of receiving an inheritance as a US resident. 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 service

  • Expat Chat Ep 33 - Receiving an Inheritance as a Australian Expat

    11/11/2021 Duração: 34min

    Welcome to our thirty third episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we discuss what Australian expats need to consider when they are receiving an inheritance. With the largest transfer of wealth between generations currently underway many Australian expats may find themselves a recipient of an inheritance and will have to make financial decisions on how they manage those assets. Where it gets complicated is that as a non-resident of tax purposes your considerations are completely different to that of a Australian resident for tax purposes. And then you have to consider the inheritance and tax laws for the country that you are currently residing in. 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

  • Expat Chat Ep 32 - Land Tax Bills Affecting Australian Expats

    04/11/2021 Duração: 29min

    Welcome to our thirty second episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. Today we discuss how a large number of Australian expats who own property are being surprised by land tax bills and what you can do to ensure there are no surprises. We also discuss the recent announcement by APRA that increases the serviceability requirements when applying for a loan and how that will affect the property market. 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 navigat

  • Expat Chat Ep 31 - Update On The Resdiency Rule Changes For Australian Expats

    28/10/2021 Duração: 29min

    Welcome to our thirty first episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. Today we discuss the proposed residency rule changes that affect Australian expats and whether there has been any updates or changes. 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

  • Expat Chat Ep 30 - Managing Your Finances As An Australian Expat

    16/09/2021 Duração: 29min

    Welcome to our thirtieth episode of #Expatchat where we discuss the latest tax and financial issues affecting an Australian expat. In today’s chat we discuss how to manage your finances as an expat. Most people know how to manage their financial affairs as a Australian resident however when you take that leap and become a member of the Australian expat club "she'll be right" isn't a strategy that should be employed. As a non-resident for tax purposes your actions surrounding managing your finances needs to map to that of the country you reside in and you almost need to completely ignore your Australian citizenship. If you like the content make sure you let us know by leaving us a review and subscribing to our channel. Discussion Points on Todays Podcast Episode In today’s chat we discuss: * Should I manage my finances like an Australian resident? * How do I manage my property portfolio? * The importance of a Pre Departure Review when leaving Australia * Tax surprises that expats experience * Should I ta

  • Expat Chat Ep 29 - Expat Exemptions And Changes To Superannuation

    31/08/2021 Duração: 32min

    Welcome to our twenty ninth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. Today we discuss the changes to the automatic travel exemptions that Australian expats have been entitled to being removed as well as the recent changes to superannuation laws. 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 Manage

  • Expat Chat Ep 28 - Australian Economy And Tax Residency Rule Change Update

    16/08/2021 Duração: 28min

    Welcome to our twenty eighth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. Today we discuss the latest status of the Australian economy as we;; as the proposed changes to the Tax Residency Test for Australian Expats. 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 Australia

  • Expat Chat Ep 27 - Top Tax Tips For Australian Expats In The US Pt 1

    08/06/2021 Duração: 47min

    Welcome to our twenty seventh episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat. Today we talk to Jason Stoch from Uptrend Advisory (https://uptrendadvisory.com/) about the top tax tips for Australian expats based in the United States. 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

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