Expat Chat Podcast

Hosted by Atlas Wealth Management

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209

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Oct 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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60 recent

October 30, 202619 min

Expat Chat Episode 194 - Interest Rates, Inflation and the Middle East Masterclass

Brett Evans and James Ridley unpack this week’s hotter-than-expected inflation result, with headline CPI rising to 4.3% and the trimmed mean to 3.6%. With economists now expecting the RBA to lift the cash rate again on Melbourne Cup Day, they discuss what it means for the Australian dollar, why the currency hasn’t moved as much as you might expect, and how the property market is shifting into buyer’s territory. They also preview the Atlas Gulf masterclass tour, with sessions in Doha, Abu Dhabi and Dubai next week, and explain what attendees can expect from the two-hour, no-sales format. Seats are limited and filling fast, so register via the links below for your city. Register for the 2026 Masterclass - The Gulf: DOHA Tue 3 Nov, Marriott Marquis City Center https://www.eventbrite.com.au/e/doha-the-expat-wealth-masterclass-tickets-2002129576459?aff=SocialMedia ABU DHABI Wed 4 Nov, W Abu Dhabi, Yas Island https://www.eventbrite.com.au/e/abu-dhabi-the-expat-wealth-masterclass-tickets-2002129781071?aff=SocialMedia DUBAI Thu 5 Nov, Zabeel House The Greens https://www.eventbrite.com.au/e/dubai-the-expat-wealth-masterclass-tickets-2002130442048?aff=SocialMedia 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: https://www.youtube.com/user/atlaswealthmgmt

October 16, 202625 min

Expat Chat Episode 193 - Aussie Expats in Asia: Residency & Provident Funds

Welcome to Episode 193 of the #ExpatChat podcast. In this session, Managing Director, James Ridley is joined by Shaun Fairon, Financial Planner for the APAC region, to discuss key issues facing Australian Expats in Asia - Residency & Provident Funds. They dig into a real tax residency case that caught an Australian expat in Thailand off guard. Also, they unpack how provident funds across Hong Kong, Malaysia and the wider region are actually treated by the ATO, and work through a run of listener questions covering everything from Singapore PR, selling property before relocating, and Thailand’s remittance tax rules. If you’re living or planning to move anywhere across the Southeast Asia corridor, this one’s worth a listen. 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: https://www.youtube.com/user/atlaswealthmgmt

October 13, 202624 min

Expat Chat Episode 192 - Australian Expat Q&A About Tax, Finance and Property

Welcome to Episode 192 of the #ExpatChat podcast. Managing Directors, Brett Evans and James Ridley answer listener questions covering a wide range of expat financial topics. They unpack why the 183-day rule alone doesn’t determine Australian tax residency, where to find advisors who understand both Australian and Swiss tax systems, and why leaving superannuation untouched while living overseas can be a costly mistake. They also dig into repatriation planning for those returning to Australia after years abroad, the tax implications of buying and selling property as a non-resident (including the upcoming capital gains withholding changes), and share a frank reality check for anyone about to move to Dubai. The episode wraps up with a breakdown of the new $3 million super tax (Division 296) and what it actually means for high-balance accounts. Plus, a quick update on upcoming events, including the GCC roadshow through Dubai, Abu Dhabi and Doha. 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: / atlaswealthmgmt

September 18, 202617 min

Expat Chat Episode 191 - Australian Expat Tax, Investing and Currency QandA

Expat Chat Episode 191: Australian Expat Tax, Investing and Currency Q&A Welcome to Episode 191 of the #ExpatChat podcast. Managing Directors, Brett Evans and James Ridley answer listener questions on the issues shaping Australian expat finances this quarter in "Australian Expat Tax, Investing and Currency Q&A". They cover which banks are still accepting expat clients as HSBC Australia winds down its accounts, how to compare providers and timing when transferring money internationally, and the capital gains tax treatment for a property bought as a non-resident and later sold after moving home. The conversation also unpacks the 2027 capital gains tax changes affecting shares, ETFs and managed funds, whether a pre-emptive asset valuation is worthwhile, and the proposed changes to discretionary trust taxation currently before government. 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

September 4, 202622 min

Expat Chat Episode 190 - How The Upcoming Interest Rate Changes Affect Expats

Welcome to episode 190, James Ridley and Brett Evans are back discussing, How the Upcoming Interest Rate Changes Affect Expats. 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: / atlaswealthmgmt

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