Welcome to the one hundred and forty seventh episode of the #Expatchat podcast, where we dive into the most pressing tax and financial issues impacting #Australianexpats around the globe. Hosted by James Ridley, Managing Director of Atlas Wealth Management, this episode features a special Q&A with Martin Jack, Atlas Wealth’s Financial Planner - APAC where they tackle listener-submitted questions and provide expert insights.
Key Topics Covered:
• US Exit Tax – What it is, who it affects, and how to plan ahead.
• Superannuation – Updates, contribution strategies, and how super fits into an expat’s financial plan.
• Investing in Australia: Shares vs. Property – A balanced comparison of both asset classes and what suits expats best.
James and Martin share real-world examples and practical advice to help you navigate these complex areas with confidence.
Links that we discussed in this episode include:
• Upcoming Seminars & Webinars – https://atlaswealth.com/events
• Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum
• Ask Atlas – Have your questions answered on the podcast by clicking this link – https://atlaswealth.com/news-media/au...
• Expat Mortgage Podcast – https://atlaswealth.com/news-media/au...
• Weekly Recap Podcast – https://atlaswealth.com/news-media/au...
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.
The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.
To find out more about the Atlas Wealth Group visit 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/atlaswealthgroup