Expat Chat Podcast

Welcome to episode 195 of the #ExpatChat podcast with Atlas Wealth hosts Adam Prentice, Financial Planner - EMEA, and Patrick Canion, Head of Advice, Switzerland. They discuss the key considerations for Australian expats moving to and living in Switzerland. In this first of a two-part series, Adam and Patrick break down the real cost-of-living trade-offs, why everyday expenses can be eye-wateringl...

Brett Evans and James Ridley unpack this week’s hotter-than-expected inflation result, with headline CPI rising to 4.3% and the trimmed mean to 3.6%. With economists now expecting the RBA to lift the cash rate again on Melbourne Cup Day, they discuss what it means for the Australian dollar, why the currency hasn’t moved as much as you might expect, and how the property market is shifting into buye...

Welcome to Episode 193 of the #ExpatChat podcast. In this session, Managing Director James Ridley is joined by Shaun Fairon, Financial Planner for the APAC region, to discuss key issues facing Australian expats in Asia, including residency status and provident funds, plus a general Q&A. Relevant Links: • Upcoming events and webinars - atlaswealth.com/events/ • Facebook Group – Join the Australian...

Welcome to Episode 192 of the #ExpatChat podcast. Managing Directors, Brett Evans and James Ridley answer listener questions covering a wide range of expat financial topics. They unpack why the 183-day rule alone doesn’t determine Australian tax residency, where to find advisors who understand both Australian and Swiss tax systems, and why leaving superannuation untouched while living overseas can...

Expat Chat Episode 191: Australian Expat Tax, Investing and Currency Q&A Welcome to Episode 191 of the #ExpatChat podcast. Managing Directors, Brett Evans and James Ridley answer listener questions on the issues shaping Australian expat finances this quarter in "Australian Expat Tax, Investing and Currency Q&A". They cover which banks are still accepting expat clients as HSBC Australia winds down...

Welcome to episode 190, James Ridley and Brett Evans are back discussing, How the Upcoming Interest Rate Changes Affect Expats. Relevant Links: • Upcoming events and webinars - atlaswealth.com/events/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly...

In Episode 189 of #ExpatChat, Managing Director (EMEA), Brett Evans and Adam Prentice, Financial Planner, complete this two-part UK Expat 101 series for Australians living in the UK or considering making the move. Relevant Links: • Upcoming events and webinars - atlaswealth.com/events/
 • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
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In Episode 188 of #ExpatChat, Managing Director (EMEA), Brett Evans and Adam Prentice, Financial Planner, kick off a two-part UK Expat 101 series for Australians living in the UK or considering making the move. They explore some of the key financial considerations when navigating life between Australia and the UK, including building investments while UK tax resident, Australia’s deemed disposal ru...

Welcome to Episode 187 of the #ExpatChat podcast. Part 2 of this webinar special, US Exit Tax: Coming Home from the United States series sees Atlas Wealth Managing Director (APAC), James Ridley, joined by Joshua Ashman, CPA and Partner at Expat Tax Professionals, who unpacks the US Exit Tax in detail, one of the most misunderstood risks facing green card holders and US citizens heading home. Josh...

Welcome to Episode 186 of the #ExpatChat podcast with Atlas Wealth Managing Director (APAC), James Ridley. Due to popular demand, James shares Atlas's recent webinar, US Exit Tax: Coming Home from the United States, as a special two-part series. In Part 1, he's joined by Atlas' Financial Planner, Martin Jack to unpack the strategy and wealth side of repatriating to Australia from the United States...

In this solo episode, Brett Evans runs through the key updates and market developments Australian expats need to know heading into the new financial year. He unpacks recent budget changes affecting foreign property investment, and what they mean for how expats should be thinking about their asset strategy. Brett also shares his take on persistent inflation pressures in Australia, the ongoing Iran-...

In a follow up of episode 182, James Ridley is joined again by Ben Turner from Atlas Tax to unpack a counterintuitive twist in the new rules. While episode 182 covered the bad news i.e. expats with any period of foreign residency losing access to indexation from 1 July 2027, this episode reveals a quirk that could leave some expats better off than Australians who stayed resident the whole time. Be...

With regular #ExpatChat host Brett Evans away, James Ridley, Atlas Wealth Managing Director (APAC), is joined by cross-border financial planning specialist Shaun Fairon for a listener Q&A special. They cover the questions expats ask most: establishing genuine non-resident status, HECS/HELP repayments while overseas, the new Division 296 super tax, SMSF risks for expats, CGT traps on selling a form...

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...

Welcome to Episode 181 of the #ExpatChat podcast, Economic Update & Facebook Q&A, where we discuss the latest tax and financial issues affecting an #Australianexpat. Hosts, Brett Evans and James Ridley provide an update on the latest economic and legislative developments affecting Australian expats before answering a range of questions submitted by members of the Australian Expat Financial Forum....

Welcome to one hundred and eightieth episode the #Expatchat podcast, Australian Budget Changes and Market Update. Atlas Wealth’s Managing Director, James Ridley and Brett Evans unpack the latest Federal Budget developments and the key changes affecting Australian expats, including updates to capital gains tax concessions for small businesses and proposed amendments to testamentary trust taxation....

Welcome to the one hundred and seventy ninth episode of the #Expatchat podcast, End of Financial Year Checklist, where we discuss the latest tax and financial issues affecting an #Australianexpat.  As the Australian financial year draws to a close, expats have a valuable opportunity to review their tax position, investments, superannuation, insurance, and cross-border arrangements before 30 June....

Welcome to the one hundred and seventy eightieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. Managing Directors, Brett Evans and James Ridley unpack the latest developments from the Australian Federal Budget, following the passage of key CGT and negative gearing reforms through the lower house by a 92–48 vote on Thursday. Th...

In Episode 177 of the Expat Chat podcast, Atlas Wealth Managing Directors, Brett Evans and James Ridley discuss the major proposed changes announced in the 2026–27 Australian Federal Budget and the potential implications for Australian expats. The conversation explores how the proposed reforms may impact property ownership, investment structures, taxation, borrowing capacity, and long-term financi...

Welcome to the one hundred seventy sixth episode of the #ExpatChat podcast - Australian Expat Q and A from the Facebook Group. Atlas Wealth Managing Directors, James Ridley and Brett Evans answer questions from the Australian Expat Facebook community, unpacking key tax and financial issues following the 2026–27 Federal Budget. The discussion covers SMSF compliance risks for expats, crypto tax impl...

Welcome to the one hundred seventy fifth episode of the #ExpatChat podcast - Managing Your Money During Turbulent Times. Atlas Wealth Managing Directors, James Ridley and Brett Evans discuss investing during uncertain environments, highlighting how interest rates are driving currency movements. In particular the strength of the Australian dollar. With the AUD trading around 72 cents against the US...

Welcome to the one hundred seventy fourth episode of the #ExpatChat podcast, host Atlas Wealth Managing Director, Brett Evans is joined by Patrick Canion, Head of Advice for Switzerland, to unpack how the Swiss pension system works and what it means for Australian expats. They explore Switzerland’s three-pillar structure — the state pension (Pillar 1), employer pension (Pillar 2), and voluntary sa...

In Episode 173 of Expat Chat, Brett Evans and James Ridley unpack the proposed changes to Australia’s capital gains tax and property investment rules, including potential reductions to the CGT discount and reforms to negative gearing. While these changes may not directly apply to non-resident Australians, they could significantly impact property values, investor behaviour, and lending conditions....

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...

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 impac...