Expat Chat Podcast

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...

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 plann...

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...

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...

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 m...

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...

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, a...

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 Trum...

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, includin...

Welcome to the one hundred sixty second episode of the #ExpatChat podcast. We explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Director – EMEA, Brett Evans, and Financial Planner, Adam Prentice, unpack What Will the Surprise Inflation Spike do to Markets? Brett and Adam first discuss Australia’s surprise inflation sp...

Welcome to the one hundred sixty first 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 break down the tax implications and financial considerations for Australian rugby players joining the new R360 tournament. Brett and James dive into the...

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 ri...

Welcome to the one hundred fifty-ninth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack an important topic — How expats can invest for their kids. Brett highlights the importance of keeping investment strategies simple and tax-e...