Expat Chat Podcast

Expat Chat Episode 182 - CGT Changes Impacting Expats


Listen Later

Australia's capital gains tax landscape just shifted, and if you're an expat, the details matter more than ever. In this episode, Atlas Wealth Group's James Ridley (MD, APAC) sits down with Ben Turner (MD, Tax) to unpack the CGT indexation bill that passed both houses of parliament on 26 June 2025, and what it means for Australians living or working overseas.
From 1 July 2027, the long-standing 50% CGT discount will be replaced by inflation indexation — but there's a critical catch. To qualify, you must never have been a foreign or temporary resident at any point during the asset's testing period. One day offshore can disqualify you from indexation on the entire asset, with no apportionment.
Relevant Links:
• Upcoming events and webinars - https://atlaswealth.com/events/
• The Expat's Handbook now available - atlaswealth.com/resources/the-exp…working-overseas/
• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast
• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast
• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-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
X: www.x.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthgroup
Youtube: www.youtube.com/atlaswealthmgmt
...more
View all episodesView all episodes
Download on the App Store

Expat Chat PodcastBy Atlas Wealth Management

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like Expat Chat Podcast

View all
No Filter by Mamamia Podcasts

No Filter

637 Listeners

Mamamia Out Loud by Mamamia Podcasts

Mamamia Out Loud

570 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

92 Listeners

The Money Puzzle by The Australian

The Money Puzzle

51 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,748 Listeners

If You're Listening by ABC Australia

If You're Listening

307 Listeners

money money money by Glen James

money money money

51 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

63 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

7 Listeners

Not Stupid by ABC Australia

Not Stupid

18 Listeners

Retire Right by Glen James

Retire Right

30 Listeners

The Rest Is Politics by Goalhanger

The Rest Is Politics

3,336 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,524 Listeners

The Rest Is Politics: US by Goalhanger

The Rest Is Politics: US

2,300 Listeners