In this belated episode one hundred seventieth of #ExpatChat, James Ridley (Managing Director, APAC) and Martin Jack (Financial Planner) answer some of the most common questions from the Australian Expat Financial Forum.

The discussion covers key issues facing Australian expats, including capital gains tax considerations on property while non-resident, the importance of timing asset sales, and the implications of accessing superannuation early while living overseas—particularly in jurisdictions like the US.

They also break down what it means to be a non-resident for tax purposes, when to trigger this status, and the complexities of running an SMSF while abroad.

A practical Q&A episode designed to help expats navigate complex cross-border financial decisions with greater clarity.

Relevant Links:


• Upcoming Singapore Masterclass event - www.eventbrite.com.au/e/singapore-ma…ff=SocialMedia

• The Expat's Handbook available for pre-order - 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

Welcome to the one hundred seventy second episode of the #ExpatChat podcast. In this special episode, Atlas Wealth Group presents a recorded webinar, “Staying Financially Resilient During Times of Uncertainty,” hosted by Brett Evans, Managing Director (EMEA), in association with the Australian Business Council – Dubai and Abu Dhabi.

Brett explores how global instability and market volatility impact Australian expats, and why maintaining a disciplined financial plan is essential. He also shares practical strategies on managing cash flow, making investment decisions, and navigating cross-border risks—reinforcing the importance of long-term thinking and proactive planning in uncertain times.

Relevant Links:


• Brett's insights on ABC News - atlaswealth.com/media/uae-life-go…future-uncertain/

• Australian Business Council of Australia - https://www.abcduae.com

• Australian Business Group Abu Dhabi - https://ausbg.net

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

• The Expat's Handbook available for pre-order - 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

Welcome to the one hundred seventy first episode of the #ExpatChat podcast - Middle East Update and Q&A.

Atlas Wealth Managing Directors, James Ridley and Brett Evans provide an update on the situation in the Middle East and address key questions from Australian expats. While the environment remains uncertain, they emphasise the importance of staying calm, continuing with essential financial planning, and maintaining a balanced approach between safety and everyday life.

They also cover tax residency implications for those temporarily returning to Australia, noting that short-term stays are generally manageable, but extended time—particularly beyond 183 days—may trigger Australian tax residency. The episode reinforces the importance of seeking professional advice and maintaining a consistent investment strategy amid ongoing market volatility.

**Please note: Reference is made to Episode 170. Due to a slight delay, it is now expected to be published within the coming week.**

Relevant Links:


• Brett's insights on ABC News - https://atlaswealth.com/media/uae-life-goes-on-amid-irans-attacks-but-future-uncertain/

• Upcoming Singapore Masterclass event - https://www.eventbrite.com.au/e/singapore-masterclass-tax-finance-mortgages-for-aussie-expats-tickets-1984133977137?aff=SocialMedia

• The Expat's Handbook available for pre-order - 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

Welcome to the one hundred sixty ninth episode of the #ExpatChat podcast, Taxation of US Retirement Accounts. In this episode, Atlas Wealth Group’s Managing Director – APAC, James Ridley, is joined by special guest Martin Jack, Atlas Wealth’s US specialist Financial Planner, while co-host Brett Evans is away.

With US tax season underway, James and Martin unpack one of the most common and confusing topics facing Australian expats in the United States: how US retirement accounts are taxed and what happens to them when you eventually return home. They break down the key differences in how the IRS and the ATO treat US retirement accounts, and why those differences can create unexpected tax outcomes on repatriation.

The conversation covers the most common US retirement structures, including 401(k)s, IRAs, Roth IRAs, and employer-sponsored matching strategies, as well as less familiar plans such as 403(b) and 457 accounts. Martin explains what is taxed versus tax-free, how transactions are viewed from an Australian perspective, and what returning expats should carefully consider before making decisions around their retirement savings.

Packed with practical scenarios and expert insights, this episode is essential listening for Australian expats in the US who want clarity and confidence around US retirement accounts, cross-border tax rules, and planning for life after repatriation.

Relevant Links:

• Upcoming US events – atlaswealth.com/events



• The Expat's Handbook available for pre-order - 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

Welcome to one hundred sixty eighth episode of #ExpatChat, Why Is the Australian Dollar Climbing? In this episode, Atlas Wealth Group’s Managing Directors James Ridley and Brett Evans unpack what’s driving the recent strength in the Australian dollar and what it means for Australians living and working overseas.

James and Brett break down the key forces behind the Aussie dollar pushing above 70 US cents, including Australia’s higher interest rate settings and growing expectations that the RBA may lift rates again to rein in inflation. They explore what a stronger currency means for expats moving money back to Australia, and why strategies like dollar cost averaging can help manage currency risk in uncertain markets. The conversation also dives into listener questions around tax residency, property ownership, and dual citizenship, offering practical, high-level guidance while highlighting when tailored advice really matters.

Links discussed in this episode:


• The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/


• 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/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

Twitter: www.twitter.com/atlaswealthmgmt

Instagram: www.instagram.com/atlaswealthgroup

Youtube: www.youtube.com/atlaswealthmgmt

Expat Chat Episode 167 – How Does the Coalition Detonation Affect Expats

Welcome to the one hundred sixty seventh episode of the #ExpatChat podcast, How Does the Coalition Detonation Affect Expats. Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack some of the biggest political and tax talking points facing Australian expats right now, with a sharp focus on what they could mean long term.

In this episode, Brett and James break down the recent shake-up in Australian politics, including the collapse of the Liberal–National coalition and what it could signal for future elections and policy direction. They explore the potential implications for tax reform, touching on superannuation, franking credits, negative gearing, and the growing discussion around changes to Australia’s tax residency rules—issues that matter deeply to Australians living overseas.

The conversation then shifts to practical expat tax strategies, as Brett and James answer listener questions on topics such as whether FIFO work can coexist with expat tax status, and how US-based Australians can optimise super contributions without creating unwanted US tax consequences.

Packed with timely insights and real-world guidance, this episode helps Australian expats stay informed, proactive, and prepared for what may lie ahead.

Links discussed in this episode:

• The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/

• 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/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

Twitter: www.twitter.com/atlaswealthmgmt

Instagram: www.instagram.com/atlaswealthgroup

Youtube: www.youtube.com/atlaswealthmgmt

Welcome to the one hundred sixty sixth episode of the #ExpatChat podcast, hosted by Atlas Wealth Group Managing Directors Brett Evans and James Ridley. In this episode, Brett and James announce the upcoming release of Brett’s new book, The Expat’s Handbook: Wealth Strategies for Australians Living and Working Overseas, launching in April. They explain why the book was created and how it’s designed to guide Australians through every stage of the expat journey—from preparing to leave, to living overseas, and eventually returning home.

Furthermore, the discussion highlights what makes the handbook unique, including practical checklists, real-world case studies, and a comprehensive pre-departure guide to help expats avoid common and costly mistakes. Brett and James also touch on how the book will remain relevant as tax rules and legislation evolve.

Pre-orders are now open via the Atlas Wealth website and the following links:

• Amazon - https://geni.us/expatshandbook

• Barnes & Noble - https://www.barnesandnoble.com/w/the-expats-handbook-brett-evans/1148811585

• Booktopia - https://booktopia.kh4ffx.net/rakyby

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/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

Twitter: www.twitter.com/atlaswealthmgmt

Instagram: www.instagram.com/atlaswealthgroup

Youtube: www.youtube.com/atlaswealthmgmt

Welcome to Episode 165 of the #ExpatChat podcast and the first episode of the new year. Atlas Wealth Group Managing Directors Brett Evans and James Ridley look ahead to what 2026 could hold for Australian expats, covering the key economic, market, and financial themes to watch.

In this episode, Brett and James discuss early geopolitical developments involving the US, China, Taiwan and Venezuela, and why markets have remained relatively resilient so far. They also break down Australia’s interest rate outlook, recent inflation data, and what potential RBA moves could mean for the Australian dollar and expats managing money across borders.

The conversation explores expectations for markets in 2026, including low volatility, energy market risks, AI-related investment trends, and what these factors could mean for equities, earnings, and currencies. The episode wraps up with practical financial tips for expats, focusing on diversification, reviewing strategies, and building financial resilience for the year ahead.

A timely and forward-looking episode designed to help Australian expats plan confidently for 2026.

Links discussed in this episode:

• The Expat's Handbook available for pre-order - www.amazon.com/Expats-Handbook-B…ans/dp/1394414544

• 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/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

Twitter: www.twitter.com/atlaswealthmgmt

Instagram: www.instagram.com/atlaswealthgroup

Youtube: www.youtube.com/atlaswealthmgmt

Welcome to the one hundred and sixty-fourth episode of the #ExpatChat podcast and our final episode for 2025. In this end of 2025 wrap up, Atlas Wealth Group Managing Directors Brett Evans and James Ridley reflect on the key events that shaped the year and what Australian expats should be aware of heading into 2026.

Brett and James discuss the impact of ongoing geopolitical tensions involving Trump, and why 2026 may see markets shift from broad macroeconomic themes to a greater focus on company performance. They also explore Australia’s productivity challenges, the role of technology in closing the gap, and expectations for a more stable global market environment.

The episode addresses misinformation around proposed tax legislation, and looks ahead to the May 2026 Australian Federal Budget, due to potential policy changes flagged by the Prime Minister. Brett and James also share that 2026 will be a big year for Atlas Wealth Group, with several new initiatives planned and an expanded presence across more cities globally to better support Australian expats.

The discussion concludes with news of the launch of The Expat’s Handbook, the first book by Atlas Wealth Group’s Founder and Managing Director, Brett Evans, along with a reminder of the firm’s Christmas office closure.

Tune in for a clear, practical end of 2025 wrap up to help Australian expats start 2026 informed and prepared.

Links discussed in this episode:

• The Expat's Handbook available for pre-order - https://www.amazon.com/Expats-Handbook-Brett-Evans/dp/1394414544

• 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/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

Twitter: www.twitter.com/atlaswealthmgmt

Instagram: www.instagram.com/atlaswealthgroup

Youtube: www.youtube.com/atlaswealthmgmt

Welcome to the one hundred sixty third episode of the #ExpatChat podcast. We explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Financial Planners, Adam Prentice and Martin Jack take the reins as they dive into International Retirement Accounts and what expats need to know.

Adam and Martin cover a wide range of topics, including 401(k)s, IRAs, ROTH accounts, and UK pensions, as well as other retirement options across EMEA regions. They discuss strategies for balancing investments inside and outside of superannuation, and explore the timing of super contributions versus outside super investments, helping expats make informed decisions for their retirement planning.

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/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

Twitter: www.twitter.com/atlaswealthmgmt

Instagram: www.instagram.com/atlaswealthgroup

Youtube: www.youtube.com/atlaswealthmgmt