Expat Chat Podcast

Hosted by Atlas Wealth Management

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204

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Aug 2026

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About the show

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

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August 28, 202623 min

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

August 21, 202612 min

Expat Chat Episode 188 - UK Consideration for Australian Expats Part 1

In Episode 188 of #ExpatChat, Managing Director (EMEA), Brett Evans and Adam Prentice, Financial Planner, kick off a two-part UK Expat 101 series for Australians living in the UK or considering making the move. They explore some of the key financial considerations when navigating life between Australia and the UK, including building investments while UK tax resident, Australia’s deemed disposal rules, the UK’s changing non-dom framework, and how UK pensions interact with Australian superannuation. Whether you’re considering a move to the UK, have recently relocated, or are already living there, this episode highlights important opportunities and considerations to help you make informed decisions about your financial affairs while living between Australia and the UK. 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

August 14, 202642 min

Expat Chat Episode 187 - Part 2: US Exit Tax Planning

Welcome to Episode 187 of the #ExpatChat podcast. Part 2 of this webinar special, US Exit Tax: Coming Home from the United States series sees Atlas Wealth Managing Director (APAC), James Ridley, joined by Joshua Ashman, CPA and Partner at Expat Tax Professionals, who unpacks the US Exit Tax in detail, one of the most misunderstood risks facing green card holders and US citizens heading home. Josh explains who actually gets caught by the exit tax, including the 8-of-15-year long-term resident rule, and the three tests used to determine "covered expatriate" status: net worth, tax liability, and certification of US tax compliance. He then walks through how the exit tax is calculated, covering capital gains on appreciated property and ordinary tax treatment of pensions and deferred compensation, before presenting two real client case studies showing how careful planning, from pre-exit gifting strategies to treaty positions, helped clients avoid or reduce exit tax exposure entirely. The series concludes with a Q&A. Together, Parts 1 and 2 offer a complete picture of what's involved in coming home from the US, and why getting the sequencing right i.e. before you leave, not after you land, can make all the difference. Relevant Links: • Expat Chat Part 1: US Exit Tax - Coming Home from the United States - https://soundcloud.com/atlaswealthmgmt/expat-chat-episode-186-part-1/s-Xbq2KftzK4S?si=345b27f13b904b9d97ea22013d7ab5f4&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: 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

August 7, 202628 min

Expat Chat Episode 186 - Part 1: US Exit Tax Planning

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: 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

July 31, 202619 min

Expat Chat Episode 185 - Summer Catchup and Review

In this solo episode, Brett Evans runs through the key updates and market developments Australian expats need to know heading into the new financial year. He unpacks recent budget changes affecting foreign property investment, and what they mean for how expats should be thinking about their asset strategy. Brett also shares his take on persistent inflation pressures in Australia, the ongoing Iran-GCC conflict and its likely trajectory, plus some exciting news on Atlas's growth across Dubai and the Gold Coast. 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

July 17, 202622 min

Expat Chat Episode 184 - CGT Changes The Silver Lining for Expats

In a follow up of episode 182, James Ridley is joined again by Ben Turner from Atlas Tax to unpack a counterintuitive twist in the new rules. While episode 182 covered the bad news i.e. expats with any period of foreign residency losing access to indexation from 1 July 2027, this episode reveals a quirk that could leave some expats better off than Australians who stayed resident the whole time. Ben explains how the 50% CGT discount, apportioned for periods of non-residency, remains intact even as indexation is stripped away, why this may be an unintended consequence of rushed legislation, and walks through a real example showing just how significant the tax saving could be. The episode wraps with a Q&A on what to watch for as these rules continue to evolve before 2027. Relevant Links: • Upcoming events and webinars - https://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

July 10, 202618 min

Expat Chat Episode 183 - Listener Q and A with Shaun Fairon

With regular #ExpatChat host Brett Evans away, James Ridley, Atlas Wealth Managing Director (APAC), is joined by cross-border financial planning specialist Shaun Fairon for a listener Q&A special. They cover the questions expats ask most: establishing genuine non-resident status, HECS/HELP repayments while overseas, the new Division 296 super tax, SMSF risks for expats, CGT traps on selling a former family home, the 15% foreign resident withholding tax on property sales, and strategies for managing currency risk when transferring money internationally. Relevant Links: • Upcoming events and webinars - https://atlaswealth.com/events/ • 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: / atlaswealthmgmt

July 3, 202619 min

Expat Chat Episode 182 - CGT Changes Impacting Expats

Australia's capital gains tax landscape just shifted, and if you're an expat, the details matter more than ever. In this episode, Atlas Wealth Group's James Ridley (MD, APAC) sits down with Ben Turner (MD, Tax) to unpack the CGT indexation bill that passed both houses of parliament on 26 June 2025, and what it means for Australians living or working overseas. From 1 July 2027, the long-standing 50% CGT discount will be replaced by inflation indexation — but there's a critical catch. To qualify, you must never have been a foreign or temporary resident at any point during the asset's testing period. One day offshore can disqualify you from indexation on the entire asset, with no apportionment. Relevant Links: • Upcoming events and webinars - https://atlaswealth.com/events/ • 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

June 26, 202628 min

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

June 19, 202621 min

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