Expat Chat Podcast

Expat Chat Episode 104 - Managing Foreign Pensions As An Expat


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Welcome to the one hundred and 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 foreign pensions and what Australian expats need to know when managing and repatriating them.
Many Australians will accrue some form of foreign pension when they live and work overseas, whether it is a 401k, Canadian RRSP, UK pension, End of Service Benefit, Provident Fund and many others.
But what can cause confusion is what should you do with them when you are looking to move back to Australia.
Do you leave them where they are or should you try and move them home?
What are the tax implications of either strategy?
In this episode we run through the following topics:
• What is the ATO's position on foreign pensions?
• Do you move them back before you return or later on?
• What are the tax implications of either strategy?
Links that we discussed in this episode include:
• Upcoming Webinars - https://atlaswealth.com/events
• Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
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 https://www.atlaswealth.com.
Make sure you connect with us on our respective social media channels:
Facebook: www.facebook.com/atlaswealthmgmt
LinkedIn: www.linkedin.com/company/atlas-wealth-management
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthmgmt
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