Welcome to Episode 148 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, Expat Do’s and Don’ts for SMSFs, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing Self-Managed Superannuation Funds (SMSFs) while living overseas.

They provide an overview of the legal, financial, and compliance responsibilities SMSF trustees face abroad—highlighting how to avoid costly penalties and potential fund disqualification.

A key focus is on the “central management and control” rule and its role in determining SMSF residency status. James and Brett breakdown the 183-day rule, the distinction between temporary absences and permanent relocations, and what happens when trustees move overseas.

You’ll also hear about strategies to maintain compliance, such as appointing a Power of Attorney or converting to a small APRA fund. Real-life scenarios illustrate how different choices impact compliance and tax outcomes, reinforcing the need for expert planning before relocating.

Whether you're currently managing an SMSF overseas or considering a move, this episode is packed with key insights to help you stay compliant and protect your retirement wealth.

Links that we discussed in this episode include:

• Upcoming Seminars & Webinars – 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 – atlaswealth.com/news-media/au...

• Expat Mortgage Podcast – atlaswealth.com/news-media/au...

• Weekly Recap Podcast – atlaswealth.com/news-media/au...

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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.

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