Welcome to the one hundred sixtieth episode of the #ExpatChat podcast. We explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley address questions asked on the Expat Facebook Group.

In this Q&A-style episode, Brett and James dive into some of the biggest questions expats are asking right now — from tax residency confusion to superannuation rules, property strategies, currency management, and navigating life abroad. They break down how tax residency really works, the difference between the proposed 45-day rule and the long-standing 183-day test, and what expats should keep in mind before making property or mortgage decisions in Australia.

Brett and James unpack common myths around superannuation access and clarify that there have been no legislative changes preventing financial advisers from managing super or investment portfolios for US-based clients. Also discussed are practical topics like foreign investment rules, FIRB considerations, depreciation allowances, managing currency exchanges, and how dollar-cost averaging can help avoid unnecessary FX costs. They also touch on medical insurance requirements for returning expats and the importance of keeping a passenger movement record to avoid lifetime loading.

Packed with clear explanations and real-world guidance, this episode gives expats and dual citizens the clarity they need to make smarter tax, investment, and lifestyle decisions while living abroad.

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

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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

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Instagram: www.instagram.com/atlaswealthgroup

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