Welcome to the one hundred fifty-eighth episode of #ExpatChat, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Director - APAC, James Ridley is joined by guest co-host Martin Jack, one of our specialist financial planners based on the Gold Coast. Together, they unpack some of the most common and costly financial mistakes Australian expats make when moving overseas — and how to avoid them.

Drawing from real-life questions submitted by members of the Australian Expat Facebook Group, James and Martin tackle key topics including:

• The biggest financial mistake expats make before leaving Australia – and why preparation is everything.

• The “PFIC trap” – why Australian ETFs and managed funds can trigger hefty US tax bills.

• How restricted stock units (RSUs) are taxed in the US — and what high-income earners need to watch for.

• Property ownership as a non-resident – should you keep or sell before moving abroad?

• Planning for retirement when you don’t know where you’ll settle – managing tax and currency risks across borders.

Packed with practical insights that every Australian abroad should know, this episode is a must-listen for anyone planning their next move or currently living overseas.

Links discussed in this episode:

• Upcoming Seminars & Webinars – atlaswealth.com/events

• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum

• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast

• Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast

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

Twitter: www.twitter.com/atlaswealthmgmt

Instagram: www.instagram.com/atlaswealthgroup

Youtube: https://www.youtube.com/user/atlaswealthmgmt