Welcome to the 154th episode of the #ExpatChat podcast, where we explore the latest tax and financial issues affecting #AustralianExpats. In this episode, What Expats Need to Know About the Swiss Referendum, Atlas Wealth Group’s Managing Director (EMEA), Brett Evans, and Patrick, Head of Advice – Switzerland, break down Switzerland’s upcoming property tax referendum and provide context on a system that has been in place since 1934.

They explain how the current rules—where mortgage interest is deductible but homeowners are taxed on an “imputed rent”—can lead to unexpected outcomes, including high levels of debt and heavier tax bills for retirees. The conversation also covers proposed reforms, such as new deductions for first-time buyers, and what these changes could mean for expats living or investing in Switzerland.

Brett and Patrick compare Swiss tax policies with those in Australia and the US, highlighting differences in federal and cantonal taxing powers and how lifestyle decisions often hinge on regional tax competitiveness. They also discuss cross-border living between Switzerland and France, driven by cost-of-living factors, and offer guidance on how expats can navigate potential policy changes following the September 28th vote.

Links that we discussed in this episode include:

• Upcoming events - https://atlaswealth.com/events

• Facebook Group - 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...

• Alpine Aussies - This series showcases the journeys of Australian expats living and working in Switzerland - https://youtube.com/playlist?list=PLZnC6KM6iy44oFgOstuxK9rPo1p87Ews3&si=Fyy4n9nlLrh8aq8p

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The Atlas Wealth Group is a specialist in providing tax, financial planning, asset 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.

The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional 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 the Atlas Wealth Group and how we can help Australian expats please go to https://www.atlaswealth.com.

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