Shows
Expat Chat PodcastExpat Chat Episode 140 - How Can Expats Take Advantage of the Weak Australian DollarWelcome to the one hundred and fortieth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we discuss how expats can take advantage of the weaker Australian dollar.
Currency is a topic that monopolises the conversations for most Australian expats and when it comes to the Australian dollar everyone has an opinion.
In this episode we run through the following topics:
• What has caused the Australian dollar to fall?
• What events and catalysts cause the Australian dollar to go up and down?
• What is the best way Australi...2025-05-0917 min
Expat Chat PodcastExpat Chat Episode 139 - When is a Tariff not a TariffWelcome to the one hundred and thirty ninth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we discuss the topic that is monopolising all the media at the moment - tariffs.
Whilst tariffs aren't solely related to Australian expats it does indirectly affect them by virtue of the volatility we are seeing in the currency and equity markets and in turn filtering down to the economies around the world
In this episode we run through the following topics:
• What has been the latest announced changes?
• How do Aus...2025-04-2327 min
Expat Chat PodcastExpat Chat Episode 138 - When is a good time for an Expat to use a TrustWelcome to the one hundred and thirty eighth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we discuss when is a good time for an Australian expat to use a trust in Australia.
Family trusts have been around for many years and financial professionals in Australia, like accountants and financial planners, have used them extensively to protect assets and reduce tax however do the same benefits apply to Australian expats living overseas?
In this episode we run through the following topics:
• What are the different type of t...2025-04-1014 min
Expat Chat PodcastExpat Chat Episode 137 - How Does the Trump Factor Affect Expats?Welcome to the one hundred and thirty seventh episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we discuss how do the recent announcements made by the US government affect Australian expats living in the US and overseas.
Since the Trump administration was inaugurated there have been many announcements made by the White House from the scraping of the DEI program to introducing new wide sweeping tariffs.
With the media running wild with headlines markets have become turbulent and investors are trying to take stock of what th...2025-03-1817 min
Expat Chat PodcastExpat Chat Episode 136 - Why Australian Expats Should Avoid Investment BondsWelcome to the one hundred and thirty sixth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we discuss why Australian expats should avoid investing in investment bonds when they live overseas and are saving for retirement.
Any Australian expat who has spent time in the Middle East or Asia will be all too familiar of the scenario when they get the call from a unknown number and on the other end of the line is a smooth talking salesman with a British accent (or sometimes an Au...2025-03-1017 min
Expat Chat PodcastExpat Chat Episode 135 - Q&A With Dubai Based Financial Planner Adam PrenticeWelcome to the one hundred and thirty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat James and Adam run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group.
In this episode we run through the following questions that were asked:
• What are the risks for an Australian expat leaving large amounts of cash in the bank whilst living in the Middle East?
• What are the tax considerations when a expat opens a bank account in Australia?
• What is the latest u...2025-02-2819 min
Expat Chat PodcastExpat Chat Episode 134 - Australian Expat Finance Q&A SessionWelcome to the one hundred and thirty fourth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group.
We often find that when speaking to Australian expats there are common themes that emerge from time to time when managing your financial affairs overseas.
At the moment the most popular topics include buying and selling property as a Australian expat and how to manage your superannuation and foreign pensions when living overseas.
In...2025-02-2617 min
Expat Chat PodcastExpat Chat Episode 133 - Can An Expat Retire Between Two Countries?Welcome to the one hundred and thirty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we discuss can Australian expats retire between two countries and if so how can they do it.
Like everything in life the answer is it depends. It depends on where you want to move or retire to, what passports you hold and the type of tax outcome Australian expats are looking for.
A lot of Australian expats will tie themselves in knots trying to find the perfect solution however unfortunately it...2025-02-1718 min
Expat Chat PodcastExpat Chat Episode 132 - Managing Sharia Law as an Australian ExpatWelcome to the one hundred and thirty second episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we discuss how Australian expats manage sharia law when they move to the Middle East or any other country that's governing law is based on the Islamic faith.
With destinations like Dubai, Abu Dhabi, Saudi Arabia and Qatar becoming popular destinations for Australian expats its important for those looking to move to the region have a understanding of the law not only to avoid breaking it but to also anticipate ho...2025-02-0714 min
Expat Chat PodcastExpat Chat Episode 131 - We're Back for 2025Welcome to the one hundred and thirty first episode and we are back for another year of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we provide a review of the year that has been and what we expect to in the year to come.
We also talk about the recent announcement of Atlas forming a partnership with local mortgage broker Holo Mortgages in the UAE that will enable our clients in Dubai and Abu Dhabi to get the best deal when securing finance to purchase their home or...2025-02-0323 min
Expat Chat PodcastExpat Chat Episode 129 - Expat Facebook Group Q&A Part 3Welcome to the one hundred and twenty ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we provide the last part of our Australian Expat Financial Forum Facebook Q&A.
With more and more Australians looking to move overseas and become an expat its important that everyone is aware of the little things that help you make infortmed decisions and avoid the pitfalls than many face.
We love producing episodes like these as it enables us to get to the coal face of Australian expats and an...2024-12-1319 min
Expat Chat PodcastExpat Chat Episode 128 - Australian Arrival Card Considerations for ExpatsWelcome to the one hundred and twenty eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat talk about the incoming passenger arrival card that you need to complete when landing at an Australian airport.
With many Australian expats looking to return home over the Christmas holidays to visit family and friends there is often confusion as to what box you tick on the passenger arrival card before you land.
In the past there was quite a lot of apathy towards these cards but in todays digital wo...2024-11-2912 min
Expat Chat PodcastExpat Chat Episode 127 - Expat Facebook Group Q&A Part 2Welcome to the one hundred and twenty seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we run through some more questions that have been asked in the Australian Expat Financial Forum Facebook group that we manage.
Social media is a great tool for Australian expats living overseas as not only does it keep us in contact with friends and family back home but it can also be used to research and understand topics that affect you as an expat.
With a plethora of Australian expat Fa...2024-11-2219 min
Expat Chat PodcastExpat Chat Episode 126 - Expat Facebook Group Q&A Part 1Welcome to the one hundred and twenty sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we run through some of the questions that have been asked in the Australian Expat Financial Forum Facebook group that we manage.
Social media is a great tool for Australian expats living overseas as not only does it keep us in contact with friends and family back home but it can also be used to research and understand topics that affect you as an expat.
With a plethora of Australian ex...2024-11-0816 min
Expat Chat PodcastExpat Chat Episode 125 - Can You Roll Over A Foreign Pension in to a Super Account?Welcome to the one hundred and twenty fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about can you rollover your foreign pension and retirement savings into a Australian superannuation account.
When we live and work overseas there is a good chance you will accrue some form of retirement savings.
Some of these savings could include a UK pension, 401k from the US, RRSP from Canada, Provident Fund in Hong Kong, CPF in Singapore, End of Service Benefit in the UAE and many more.
Ho...2024-11-0516 min
Expat Chat PodcastExpat Chat Episode 124 - How Will The Changes To The Non Dom Status Affect Expats In The UKWelcome to the one hundred and twenty fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about the the proposed changes to the Non Dom and Inheritance Tax rules in the UK and how that may affect Australian expats.
The Non Dom rules have been part of the UK tax system for over 200 years and many Australian expats, as well as other nationalities, have relied upon it to avoid assets held outside of the UK being taxed by the HMRC.
Before Julys election the UK...2024-10-1817 min
Expat Chat PodcastExpat Chat Episode 123 - How Will A Change To Negative Gearing Affect Expats?Welcome to the one hundred and twenty third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about the news that the Australian government is looking to remove Negative Gearing and how that will affect Australian expats.
We all know (or we should) that Australian expats don't get the ability to negative gear their property when you are classified as a non-resident for tax purposes however with so many owning property back in Australia any changes to the tax laws back home will affect their as...2024-10-1123 min
Expat Chat PodcastExpat Chat Episode 122 - Australian Expat Tax And Financial Planning Q And AWelcome to the one hundred and twenty second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we answer some of the questions that members of our Australian Expat Financial Forum Facebook group recently asked.
We find the Facebook group is a invaluable way to talk to and engage with Australian expats in any country and members can engage with their fellow expats and share to experiences in managing their finances whilst living overseas.
With over 3,000 members (and growing rapidly) it is becoming a popular forum for Au...2024-10-0726 min
Expat Chat PodcastExpat Chat Episode 121 - Can Expats Use ChatGPT For Tax And Financial Advice?Welcome to the one hundred and twenty first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we debate whether Australian expats can use ChatGPT and AI to obtain tax and financial advice.
With more tools available to Australian expats today then ever before many aussies are using online tools like ChatGPT and AI to undertake their research when either considering becoming an expat or how to make the most of their time when they are living overseas.
However with most large language model tools like ChatGPT th...2024-09-2719 min
Expat Chat PodcastExpat Chat Episode 120 - The Difference Between A Australian Expat Financial Planner And AccountantWelcome to the one hundred and twentieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about the difference between a australian expat accountant and an australian expat financial planner.
When a Australian expat is seeking out a specialist to help them manage their financial affairs living overseas there can often be confusion as to whether you should approach a expat accountant or a expat financial planner.
Whilst the two roles sound very similar, and in some cases interchangeable, in actual fact they are very di...2024-09-2020 min
Expat Chat PodcastExpat Chat Episode 119 - Q&A From The Australian Expat Financial Forum Facebook GroupWelcome to the one hundred and nineteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we catch up after the summer break and answer some question from our Facebook Group, the Australian Expat Financial Forum.
Many Australian banks are emailing their customers, including Australian expats overseas, asking for them to verify themselves by providing documents to verify their identity.
There are always many questions that Australian expat have when it comes to managing their finances when living overseas and the Atlas Wealth Group has been investing in...2024-09-1126 min
Expat Chat PodcastExpat Chat Episode 118 - Why You Need to Respond to Your Bank about IdentificationWelcome to the one hundred and eighteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about why Australian expats need to respond to the banks in Australia when they ask for identification.
Many Australian banks are emailing their customers, including Australian expats overseas, asking for them to verify themselves by providing documents to verify their identity.
Unfortunately in today's age where cyber crime is rife people are chosing to ignore these emails or alternatively don't believe they have to provide these documents which unfortunately le...2024-06-2513 min
Expat Chat PodcastExpat Chat Episode 117 - Can An Australian Expat Have an SMSF?Welcome to the one hundred and seventeenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about the topic of whether an Australian expat can have a SMSF.
We have covered this topic previously however it keeps popping up and its important that we run through this again because there is still a lot of incorrect information being passed around by expats and professionals.
The main considersation that Australian expats need to understand when considering changes to their SMSF when they move overseas is that is...2024-06-1815 min
Expat Chat PodcastExpat Chat Episode 116 - Who Can an Expat Nominate as a Beneficiary for their Super?Welcome to the one hundred and sixteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about who an Australian expat can nominate as a benenficary of their superannuation in the event of their death.
Nominating a beneficary of your super fund should you pass away is something that a lot of Australian expats do not pay attention to which is scary if you think about it.
Is the appropriate person receiving and gaining access your life savings?
Something as simple as a 60 second check of...2024-06-1416 min
Expat Chat PodcastExpat Chat Episode 114 - What Is The US Exit Tax & How Does It Affect AustraliansWelcome to the one hundred and fourteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
This episode was recorded before the recent floods in Dubai so it didn't get released in sync and you may notice us referring to a different episode number but as it addresses such an important topic for Australian expats in the United States we wanted to make sure it received some airtime.
The US Exit Tax or HEART Tax Act plays a pivotal role when Australian expats living in the United States are either planning a...2024-05-1315 min
Expat Chat PodcastExpat Chat Episode 113 - We're Back! Will The Budget Affect Expats And Q&AWelcome to the one hundred and thirteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
We are back! After a short break then floods in Dubai we are happy to be back on the airwaves.
In today’s Expat Chat we talk about the upcoming federal budget and what it may look like for Australian expats as well as rolling through some of the questions that get asked on our Facebook Group, the Australian Expat Financial Forum.
We also talk about our upcoming seminars in Dubai and Abu Dhabi too which yo...2024-05-0629 min
Expat Chat PodcastExpat Chat Episode 112 - Is There A Best Time To Repatriate To Australia?Welcome to the one hundred and twelfth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
In today’s Expat Chat we talk about is there a best time of the year to return to Australia and should you plan your return around any specific dates.
With the majority of Australian expats planning to return to Australia at some point in time we are often asked is there a good and bad time in the calendar year to move home.
And the answer is it depends on the country you are moving fr...2024-03-0815 min
Truly Expat PodcastEpisode 15: Expat Health Hub: Generation Panic: Agi Heale, Author, Helps with Tips on Panic and Anxiety.Send us a textWelcome back to another episode of Truly Expat, the podcast that delves into the challenges and triumphs of expat life. As we celebrate International Women's Month, we're diving into a crucial topic: managing anxiety and panic in expat communities. Today, we had the pleasure of hosting Agi Heale from Westbourne Associates, who shared invaluable insights from her book, "Generation Panic," on coping strategies for anxiety.Agi guided us through practical tips for navigating anxiety in both professional and personal spheres, offering a wealth of wisdom for expats facing these challenges. Her...2024-03-0757 min