Expat Chat Podcast

Hosted by Atlas Wealth Management

BusinessExplicit

Website RSS feed

Episodes

195

Latest episode

Jun 2026

Language

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

Listen to episodes

60 recent

June 12, 202617 min

Expat Chat Episode 179 - End of Financial Year Checklist

Welcome to the one hundred and seventy ninth episode of the #Expatchat podcast, End of Financial Year Checklist, where we discuss the latest tax and financial issues affecting an #Australianexpat. As the Australian financial year draws to a close, expats have a valuable opportunity to review their tax position, investments, superannuation, insurance, and cross-border arrangements before 30 June. In this episode of Expat Chat, Managing Directors, James Ridley and Brett Evans discuss the key EOFY tasks Australian expats should address to avoid ATO issues and improve their financial outcomes. Key Takeaway: The main message is not just to know the EOFY checklist, but to act on it promptly. Small delays can create bigger problems later, particularly where residency, foreign income, investment disposals, or rental properties are involved. Completing these reviews before the year closes gives you more options, better records, and a smoother tax process. Relevant Links:  • Upcoming webinar - US Exit Tax: https://us02web.zoom.us/webinar/register/6017810897348/WN_f4PEmohsTUmZ-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

June 5, 202614 min

Expat Chat Episode 178 - Australian Federal Budget Update

Welcome to the one hundred and seventy eightieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. Managing Directors, Brett Evans and James Ridley unpack the latest developments from the Australian Federal Budget, following the passage of key CGT and negative gearing reforms through the lower house by a 92–48 vote on Thursday. They explore what the proposed changes could mean for Australian expats and non-residents, including the introduction of a cost base indexation method from 1 July 2027, resulting in a minimum 30% tax on capital gains and the removal of additional discounting strategies. The episode also highlights the next stage of the legislative process, with Senate debate expected to follow after limited parliamentary scrutiny. Despite the uncertainty, Brett and James discuss where tax-efficient opportunities may still exist, including superannuation and share investments, and caution against making major financial decisions until further legislative detail is released later in the year. Relevant Links:  • 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

May 22, 202623 min

Expat Chat Episode 177 - Australian Federal Budget Wrap Up for Expats

In Episode 177 of the Expat Chat podcast, Atlas Wealth Managing Directors, Brett Evans and James Ridley discuss the major proposed changes announced in the 2026–27 Australian Federal Budget and the potential implications for Australian expats. The conversation explores how the proposed reforms may impact property ownership, investment structures, taxation, borrowing capacity, and long-term financial planning for Australians living overseas. Brett and James also discuss the broader political and economic reaction to the measures, along with what expats should be considering as the proposed legislation evolves. Relevant Links:  • Upcoming Webinar: Australian Federal Budget 2026–27 Review - atlaswealth.com/events/ • 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

May 15, 202620 min

Expat Chat Episode 176 - Australian Expat Q and A from the Facebook Group

Welcome to the one hundred seventy sixth episode of the #ExpatChat podcast - Australian Expat Q and A from the Facebook Group. Atlas Wealth Managing Directors, James Ridley and Brett Evans answer questions from the Australian Expat Facebook community, unpacking key tax and financial issues following the 2026–27 Federal Budget. The discussion covers SMSF compliance risks for expats, crypto tax implications when becoming a non-resident, superannuation contributions while overseas, and the tax treatment of Australian investment properties. Brett and James also explain why superannuation remains one of the most tax-effective investment structures for Australian expats and discuss important insurance considerations for offshore residents. This episode provides practical insights for Australians living abroad or planning a future return home. Relevant Links:  • Upcoming Webinar: Australian Federal Budget 2026–27 Review - https://atlaswealth.com/events/ • 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

May 1, 202624 min

Expat Chat Episode 175 - Managing Your Money During Turbulent Times

Welcome to the one hundred seventy fifth episode of the #ExpatChat podcast - Managing Your Money During Turbulent Times. Atlas Wealth Managing Directors, James Ridley and Brett Evans discuss investing during uncertain environments, highlighting how interest rates are driving currency movements. In particular the strength of the Australian dollar. With the AUD trading around 72 cents against the USD and reaching highs against the Japanese yen, they unpack what this means for expats earning, investing, and transferring money globally. The episode also examines the resilience of the S&P 500, driven by its strong exposure to tech and AI companies, helping it withstand broader shocks such as rising oil prices impacting other markets. Finally, Brett and James look ahead to key developments, including the upcoming Australian Federal Budget and potential tax reforms. They also remind listeners of upcoming events in May i.e. Cross-Border Retirement in Geneva and Zurich, and the Australian Federal Budget Review in Dubai and Abu Dhabi. Overall, this episode offers practical insights to help expats stay confident and make informed financial decisions in uncertain times. Relevant Links:  • Upcoming events - atlaswealth.com/events/  • Order your copy of the The Expat's Handbook - 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

April 17, 202622 min

Expat Chat Episode 174 - The Swiss Pension System & How it Works with Australian Expats

Welcome to the one hundred seventy fourth episode of the #ExpatChat podcast, host Atlas Wealth Managing Director, Brett Evans is joined by Patrick Canion, Head of Advice for Switzerland, to unpack how the Swiss pension system works and what it means for Australian expats. They explore Switzerland’s three-pillar structure — the state pension (Pillar 1), employer pension (Pillar 2), and voluntary savings (Pillar 3A) — and compare it to Australia’s superannuation system. The discussion also covers how expats can access or transfer benefits when moving between Switzerland and Australia, along with key tax considerations and planning strategies for retirement across both systems. Relevant Links:  • Upcoming Events - atlaswealth.com/events/  • Order your copy of the The Expat's Handbook - 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

April 10, 202617 min

Expat Chat Episode 173 - How Do the Proposed Tax Changes Affect Australian Property

In Episode 173 of Expat Chat, Brett Evans and James Ridley unpack the proposed changes to Australia’s capital gains tax and property investment rules, including potential reductions to the CGT discount and reforms to negative gearing. While these changes may not directly apply to non-resident Australians, they could significantly impact property values, investor behaviour, and lending conditions. This episode provides key insights to help Australian expats navigate the evolving landscape and plan their property strategy with confidence. Relevant Links:   • Upcoming Singapore Masterclass event - www.eventbrite.com.au/e/singapore-ma…ff=SocialMedia  • 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

April 3, 202628 min

Expat Chat Episode 170 - Q&A with Martin Jack

In this belated episode one hundred seventieth of #ExpatChat, James Ridley (Managing Director, APAC) and Martin Jack (Financial Planner) answer some of the most common questions from the Australian Expat Financial Forum. The discussion covers key issues facing Australian expats, including capital gains tax considerations on property while non-resident, the importance of timing asset sales, and the implications of accessing superannuation early while living overseas—particularly in jurisdictions like the US. They also break down what it means to be a non-resident for tax purposes, when to trigger this status, and the complexities of running an SMSF while abroad. A practical Q&A episode designed to help expats navigate complex cross-border financial decisions with greater clarity. Relevant Links:  • Upcoming Singapore Masterclass event - www.eventbrite.com.au/e/singapore-ma…ff=SocialMedia • 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

March 27, 20261 hr 12 min

Expat Chat Episode 172 - Staying Financially Resilient in Times of Uncertainty

Welcome to the one hundred seventy second episode of the #ExpatChat podcast. In this special episode, Atlas Wealth Group presents a recorded webinar, “Staying Financially Resilient During Times of Uncertainty,” hosted by Brett Evans, Managing Director (EMEA), in association with the Australian Business Council – Dubai and Abu Dhabi. Brett explores how global instability and market volatility impact Australian expats, and why maintaining a disciplined financial plan is essential. He also shares practical strategies on managing cash flow, making investment decisions, and navigating cross-border risks—reinforcing the importance of long-term thinking and proactive planning in uncertain times. Relevant Links:  • Brett's insights on ABC News - atlaswealth.com/media/uae-life-go…future-uncertain/ • Australian Business Council of Australia - https://www.abcduae.com • Australian Business Group Abu Dhabi - https://ausbg.net • Upcoming Events - https://atlaswealth.com/events/ • 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

March 19, 202618 min

Expat Chat Episode 171 - Middle East Update and Q&A

Welcome to the one hundred seventy first episode of the #ExpatChat podcast - Middle East Update and Q&A. Atlas Wealth Managing Directors, James Ridley and Brett Evans provide an update on the situation in the Middle East and address key questions from Australian expats. While the environment remains uncertain, they emphasise the importance of staying calm, continuing with essential financial planning, and maintaining a balanced approach between safety and everyday life. They also cover tax residency implications for those temporarily returning to Australia, noting that short-term stays are generally manageable, but extended time—particularly beyond 183 days—may trigger Australian tax residency. The episode reinforces the importance of seeking professional advice and maintaining a consistent investment strategy amid ongoing market volatility. **Please note: Reference is made to Episode 170. Due to a slight delay, it is now expected to be published within the coming week.** Relevant Links:  • Brett's insights on ABC News - https://atlaswealth.com/media/uae-life-goes-on-amid-irans-attacks-but-future-uncertain/ • Upcoming Singapore Masterclass event - https://www.eventbrite.com.au/e/singapore-masterclass-tax-finance-mortgages-for-aussie-expats-tickets-1984133977137?aff=SocialMedia • 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